DocFlow MCP

DocFlow exposes a Model Context Protocol (MCP) server that lets AI assistants manage workflows and partner cards programmatically. Any MCP-compatible client — Claude Code, Claude Desktop, OpenAI Codex, or custom integrations — can connect and use these tools.

What Can You Do?

With DocFlow MCP you can:

• List, create, update, and delete advanced workflows

• Test workflows with real or mock documents

• Build custom cards using the Partner Card SDK

• Validate, test, approve, and manage partner card submissions

• Import cards directly from GitHub repositories

Tools Overview

DocFlow MCP groups its tools into the following categories. Most workflow- and Card-SDK tools mirror existing REST endpoints — see the API reference for those. The categories below cover the MCP-specific surface and the workflow concepts you need to use it.

Workflow Management

Tool	Description
list_workflows	List all workflows for the current organization
get_workflow	Get details of a specific workflow by ID
create_advanced_workflow	Create a new advanced workflow with nodes and edges
update_advanced_workflow	Update an existing advanced workflow
delete_workflow	Delete a workflow by ID

Workflow Testing

Tool	Description
test_advanced_workflow	Test an advanced workflow execution with optional document
list_test_scenarios	List all workflow test scenarios
list_cards	List available workflow cards/actions

Card SDK Management

Tool	Description
sdk_list_submissions	List all partner card submissions
sdk_get_submission_status	Get validation status for a submission
sdk_approve_card	Approve a validated partner card (admin)
sdk_reject_card	Reject a partner card submission (admin)
sdk_delete_submission	Deactivate or delete a submission (admin)
sdk_list_cards_picker	List all enabled cards with role flags

Card SDK Development

Tool	Description
sdk_create_card	Create a new partner card from source code
sdk_validate_card	Run validation pipeline without saving
sdk_test_card	Execute a card in a sandboxed environment
sdk_import_github	Import a partner app from GitHub

Getting Started

1. Set up your MCP client

2. Learn about Workflow Tools

3. Explore the Card SDK Tools

4. Follow end-to-end Examples

DocFlow MCP uses Streamable HTTP transport. The server endpoint is /v3/mcp/ on the DocFlow host (e.g. https://docflow.docbits.com/v3/mcp/). See Setup & Configuration for the full URL list.