DocBits MCP
DocBits exposes a Model Context Protocol (MCP) server that lets AI assistants work with your documents, extraction, search, analytics, and configuration — directly from a chat or coding session. Any MCP-compatible client can connect: Claude Code, Claude Desktop, Google Gemini CLI, OpenAI Codex, or any custom integration.
The server is mounted on the DocBits API at /v3/mcp and is scoped to your organization — every call runs with the permissions of the user (or API key) that connected.
Endpoint — use your region (EU or US):
Production (EU) —
https://eu.api.docbits.com/v3/mcpProduction (US) —
https://us.api.docbits.com/v3/mcp
See Setup & Configuration for the full host matrix and how to sign in with OAuth.
What Can You Do?
With DocBits MCP an assistant can, on your behalf:
Find and read documents — list, search (full-text and fielded), open a document, read its status, logs, page images, and export preview
Work on extracted data — read extracted fields and tables, correct field values, extract tables with AI, validate, approve, and export to your ERP
Query the dashboard — run dashboard queries in natural language, compare search modes, and inspect search capabilities
Pull analytics — executive summaries, success rates, volume trends, top document types, and pending-task detail
Handle e-invoices (eDocs) — list electronic-document types, test and verify e-documents, manage custom extraction attributes
Manage master data — upsert vendor master data, trigger supplier lookups, import supplier-invoice BODs, maintain payment-term and discount mappings
Read and change configuration — organization preferences, document types, field settings, users, and cache
Check health — API and Celery health, current user, and API info
Tools Overview
DocBits MCP groups ~90 tools into the categories below. Most mirror existing DocBits REST endpoints — see the API Reference for request/response detail. An assistant picks the right tool automatically from your request; the tables are a map of what is available.
Documents & Processing
list_documents
List documents for the organization (filterable)
get_document / get_document_by_name
Open a document by ID or filename
upload_document
Upload a new document for processing
get_document_status
Current pipeline status of a document
get_document_logs
Processing log entries for a document
restart_document
Re-run the processing pipeline
delete_document
Delete a document
get_pending_documents_count
How many documents await validation
Extraction & Validation
get_extracted_fields / get_document_fields
Read extracted header fields
get_extracted_tables
Read extracted line-item tables
extract_table_ai / extract_table_only
Re-extract tables (AI or rules)
update_document_fields
Correct or set field values
validate_document
Run field validation rules
approve_document
Approve a validated document
validate_and_export
Validate then export to the ERP
get_export_preview
Preview the export payload before sending
Search & Dashboard
search_documents / search_documents_by_name
Full-text and filename search
query_document_dashboard
Natural-language dashboard query
explain_document_dashboard_query
Show how a query was interpreted
get_search_capabilities
Which search features the org has enabled
compare_search_modes
Compare keyword vs. vector results
Analytics & BI
get_executive_summary
High-level KPIs for the organization
get_success_rates
Touchless / straight-through rates
get_volume_trends
Document volume over time
get_top_document_types
Most frequent document types
get_pending_tasks_detail
Detail of outstanding work
Electronic Documents (e-invoices)
list_electronic_document_types
Supported e-invoice formats (ZUGFeRD, XRechnung, Factur-X, UBL, …)
test_electronic_document
Classify and extract a sample e-document
verify_electronic_documents / validate_all_edocs
Verify e-document extraction
list_edoc_custom_attributes / create_edoc_custom_attribute
Manage custom extraction attributes
Master Data
upsert_vendor_master_data
Create or update vendor master data
trigger_supplier_lookup
Enrich a document from supplier master data
import_supplier_invoice_bod
Import a supplier-invoice BOD
upsert_payment_term_mapping / upsert_discount_mapping
Maintain calculation mappings
Configuration, Admin & Health
get_preferences / get_preference / set_preference
Read and change org preferences
list_document_types / get_field_settings
Inspect the document-type and field setup
list_users
List organization users
clear_org_cache
Clear cached configuration
check_api_health / check_celery_health
Service health
get_current_user / get_api_info
Identity and API metadata
Next steps
Setup & Configuration — connect Claude Code, Gemini CLI, or Codex (with login or API key)
Examples — real things customers ask the assistant to do
Electronic Documents (eDocs) — deep dive on the eDoc tools: inspect/test e-invoice processing and manage custom extraction/preview rules (same endpoint, same login)
Workflows & Cards (DocFlow) — manage advanced workflows and partner cards
One MCP, growing tool set. The eDoc tools run on the same api.docbits.com/v3/mcp endpoint and the same OAuth login as the rest of DocBits MCP. Workflows & Cards (DocFlow) currently run on their own MCP endpoint (docflow.docbits.com, same DocBits login) — see that page for setup. We are unifying everything behind the single api.docbits.com endpoint so customers connect one MCP for all tools.
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