Docsumo Document Types API

openapi: 3.0.1
info:
  title: Docsumo API
  description: >-
    REST API for the Docsumo intelligent document processing (IDP) platform.
    Upload documents, retrieve AI-extracted structured data and line-item
    tables, run human-in-the-loop review, manage document types, and delete
    documents. Authentication uses a personal API key passed in the
    `apikey` request header (also documented as `X-API-KEY`), obtainable from
    https://app.docsumo.com/settings/webhook-api/. Asynchronous completion is
    delivered via account-configured webhooks.
  termsOfService: https://www.docsumo.com/terms-conditions
  contact:
    name: Docsumo Support
    url: https://support.docsumo.com/reference/getting-started-with-your-api
  version: '1.0'
servers:
  - url: https://app.docsumo.com/api/v1
    description: Docsumo production API
security:
  - apiKeyAuth: []
tags:
  - name: Documents
    description: Upload, list, summarize, and delete documents.
  - name: Extraction
    description: Retrieve AI-extracted data for a processed document.
  - name: Review
    description: Human-in-the-loop review URLs and review status.
  - name: Document Types
    description: Enabled document types and account detail.
paths:
  /eevee/apikey/upload/:
    post:
      operationId: uploadDocument
      tags:
        - Documents
      summary: Upload a document file
      description: >-
        Uploads a document file (.pdf, .png, .jpg, .jpeg, .tiff, .tif, and
        .xlsx for select financial types) for processing. The document is
        classified to the provided `type` and queued for extraction.
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
              required:
                - file
                - type
              properties:
                file:
                  type: string
                  format: binary
                  description: The document file to upload.
                type:
                  type: string
                  description: Document type to classify the upload as (e.g. invoice, bank_statement).
                  example: invoice
                user_doc_id:
                  type: string
                  description: Optional caller-supplied tracking identifier.
                doc_meta_data:
                  type: string
                  description: Optional additional metadata encoded as a JSON string.
                review_token:
                  type: boolean
                  description: When true, returns a shareable hosted review URL/token.
      responses:
        '200':
          description: Document accepted and queued for processing.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UploadResponse'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /eevee/apikey/upload/custom/:
    post:
      operationId: uploadDocumentCustom
      tags:
        - Documents
      summary: Upload a document by URL or Base64
      description: >-
        Uploads a document by remote URL or inline Base64-encoded content
        instead of a multipart file part. Useful for server-to-server
        integrations that already hold the document bytes or a hosted URL.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - type
              properties:
                type:
                  type: string
                  description: Document type to classify the upload as.
                  example: invoice
                url:
                  type: string
                  format: uri
                  description: Publicly reachable URL of the document to fetch and process.
                file_data:
                  type: string
                  description: Base64-encoded document content (alternative to url).
                file_name:
                  type: string
                  description: File name including extension when sending Base64 content.
                user_doc_id:
                  type: string
                  description: Optional caller-supplied tracking identifier.
      responses:
        '200':
          description: Document accepted and queued for processing.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UploadResponse'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /eevee/apikey/documents/:
    get:
      operationId: listDocuments
      tags:
        - Documents
      summary: List documents
      description: >-
        Returns a paginated list of documents on the account with their
        processing status, optionally filtered by document type and status.
      parameters:
        - name: limit
          in: query
          description: Maximum number of documents to return.
          schema:
            type: integer
            default: 20
        - name: offset
          in: query
          description: Number of documents to skip for pagination.
          schema:
            type: integer
            default: 0
        - name: status
          in: query
          description: Filter by processing status (e.g. new, processed, reviewed).
          schema:
            type: string
        - name: doc_type
          in: query
          description: Filter by document type.
          schema:
            type: string
      responses:
        '200':
          description: A list of documents.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentList'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /eevee/apikey/documents/summary/:
    get:
      operationId: documentsSummary
      tags:
        - Documents
      summary: Documents summary
      description: Returns aggregate counts of documents by processing status.
      responses:
        '200':
          description: Document status summary.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentsSummary'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /eevee/apikey/documents/{doc_id}/detail/:
    get:
      operationId: getDocumentDetail
      tags:
        - Extraction
      summary: Get document detail and extracted data
      description: >-
        Returns the document metadata together with the AI-extracted fields
        and line-item tables for the given document. Available once the
        document has finished processing.
      parameters:
        - $ref: '#/components/parameters/DocId'
      responses:
        '200':
          description: Document detail with extracted data.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentDetail'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /eevee/apikey/documents/{doc_id}/:
    delete:
      operationId: deleteDocument
      tags:
        - Documents
      summary: Delete a document
      description: Permanently deletes the document and its extracted data.
      parameters:
        - $ref: '#/components/parameters/DocId'
      responses:
        '200':
          description: Document deleted.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatusResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /eevee/apikey/documents/{doc_id}/review-url/:
    get:
      operationId: getReviewUrl
      tags:
        - Review
      summary: Get hosted review URL
      description: >-
        Returns a hosted, shareable URL where an operator can review and
        correct the extracted data for the document in the Docsumo UI.
      parameters:
        - $ref: '#/components/parameters/DocId'
      responses:
        '200':
          description: Hosted review URL.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReviewUrlResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /eevee/apikey/documents/{doc_id}/review-status/:
    patch:
      operationId: updateReviewStatus
      tags:
        - Review
      summary: Update document review status
      description: >-
        Updates the review/processing status of a document, for example to
        mark it as reviewed after human validation.
      parameters:
        - $ref: '#/components/parameters/DocId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - status
              properties:
                status:
                  type: string
                  description: New review status to set.
                  example: reviewed
      responses:
        '200':
          description: Review status updated.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatusResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /eevee/apikey/user/document-types/:
    get:
      operationId: listDocumentTypes
      tags:
        - Document Types
      summary: List enabled document types
      description: >-
        Returns the document types enabled on the account, including built-in
        types (invoice, bank statement, pay stub, receipt) and custom-trained
        types, along with web/API/email upload limits.
      responses:
        '200':
          description: Enabled document types.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentTypeList'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /eevee/apikey/user/detail/:
    get:
      operationId: getUserDetail
      tags:
        - Document Types
      summary: Get account detail and credit limits
      description: Returns account details and current credit limit and usage.
      responses:
        '200':
          description: Account detail and credits.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserDetail'
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      in: header
      name: apikey
      description: >-
        Personal API key from https://app.docsumo.com/settings/webhook-api/.
        Also accepted as the `X-API-KEY` header.
  parameters:
    DocId:
      name: doc_id
      in: path
      required: true
      description: Unique identifier of the document.
      schema:
        type: string
  responses:
    BadRequest:
      description: Invalid request parameters.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Unauthorized:
      description: Missing or invalid API key.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: Document not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    UploadResponse:
      type: object
      properties:
        status:
          type: string
          example: success
        message:
          type: string
        data:
          type: object
          properties:
            doc_id:
              type: string
              description: Identifier assigned to the uploaded document.
            user_doc_id:
              type: string
            type:
              type: string
            status:
              type: string
              description: Processing status, e.g. new or processing.
            review_url:
              type: string
              format: uri
              description: Present when review_token was requested.
    DocumentSummaryItem:
      type: object
      properties:
        doc_id:
          type: string
        user_doc_id:
          type: string
        title:
          type: string
        type:
          type: string
        status:
          type: string
        created_date:
          type: string
          format: date-time
    DocumentList:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          properties:
            documents:
              type: array
              items:
                $ref: '#/components/schemas/DocumentSummaryItem'
            total:
              type: integer
            limit:
              type: integer
            offset:
              type: integer
    DocumentsSummary:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          additionalProperties:
            type: integer
          description: Counts keyed by processing status.
    ExtractedField:
      type: object
      properties:
        label:
          type: string
        value:
          type: string
        confidence:
          type: number
          format: float
        position:
          type: array
          items:
            type: number
    DocumentDetail:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          properties:
            doc_id:
              type: string
            type:
              type: string
            status:
              type: string
            documentType:
              type: string
            fields:
              type: array
              items:
                $ref: '#/components/schemas/ExtractedField'
            tables:
              type: array
              items:
                type: object
                properties:
                  title:
                    type: string
                  rows:
                    type: array
                    items:
                      type: array
                      items:
                        $ref: '#/components/schemas/ExtractedField'
    DocumentType:
      type: object
      properties:
        type:
          type: string
        title:
          type: string
        enabled:
          type: boolean
    DocumentTypeList:
      type: object
      properties:
        status:
          type: string
        data:
          type: array
          items:
            $ref: '#/components/schemas/DocumentType'
    UserDetail:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          properties:
            email:
              type: string
            full_name:
              type: string
            credit_limit:
              type: integer
            credit_used:
              type: integer
    ReviewUrlResponse:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          properties:
            review_url:
              type: string
              format: uri
    StatusResponse:
      type: object
      properties:
        status:
          type: string
          example: success
        message:
          type: string
    Error:
      type: object
      properties:
        status:
          type: string
          example: error
        error:
          type: string
        message:
          type: string