Docsumo Documents API

openapi: 3.0.1
info:
  title: Docsumo Document Types Documents 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.
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}/:
    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'
components:
  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.
    StatusResponse:
      type: object
      properties:
        status:
          type: string
          example: success
        message:
          type: string
    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
    Error:
      type: object
      properties:
        status:
          type: string
          example: error
        error:
          type: string
        message:
          type: string
    DocumentsSummary:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
          additionalProperties:
            type: integer
          description: Counts keyed by processing status.
    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
  responses:
    Unauthorized:
      description: Missing or invalid API key.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    BadRequest:
      description: Invalid request parameters.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: Document not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  parameters:
    DocId:
      name: doc_id
      in: path
      required: true
      description: Unique identifier of the document.
      schema:
        type: string
  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.