Docflow MCP Server

MCP Server for Docflow — TextIn's document automation platform. Enables LLM agents to classify documents, extract fields/tables/stamps, and run rule-based compliance review through 41 MCP tools.

Features

• Document classification — auto-classify PDFs, images, Word, and Excel files into user-defined categories
• Field extraction — extract structured fields, table rows, handwriting, and stamps using LLM/VLM models
• Compliance review — run AI-powered rule evaluation with risk levels and detailed reasoning
• Two-layer tool design:
  • 6 workflow tools — high-level composite operations for common pipelines (upload → extract → review)
  • 35 resource tools — one tool per API endpoint for fine-grained configuration and edge cases

Installation

pip install git+https://github.com/intsig-textin/docflow-mcp.git

Or install in editable mode for development:

git clone https://github.com/intsig-textin/docflow-mcp.git
cd docflow-mcp
pip install -e .

Configuration

Set environment variables before starting the server:

export DOCFLOW_APP_ID=your_app_id
export DOCFLOW_SECRET_CODE=your_secret_code

# Optional: override API host (default: https://docflow.textin.com)
export DOCFLOW_HOST=https://docflow.textin.com

Get your APP_ID and SECRET_CODE from the Docflow console.

Running

Stdio (for MCP clients)

# Via installed command
docflow-mcp

# Or via Python module
python -m docflow_mcp

Claude Code Integration

Add to your Claude Code MCP settings (~/.claude/settings.json or project .claude/settings.json):

{
  "mcpServers": {
    "docflow": {
      "command": "docflow-mcp",
      "env": {
        "DOCFLOW_APP_ID": "your_app_id",
        "DOCFLOW_SECRET_CODE": "your_secret_code"
      }
    }
  }
}

Or if using python -m:

{
  "mcpServers": {
    "docflow": {
      "command": "python",
      "args": ["-m", "docflow_mcp"],
      "env": {
        "DOCFLOW_APP_ID": "your_app_id",
        "DOCFLOW_SECRET_CODE": "your_secret_code"
      }
    }
  }
}

Tool Reference

Workflow Tools (6)

High-level tools that hide polling, multi-step logic, and upload routing.

Tool	Description
docflow_get_or_create_workspace	Find workspace by name, or create if not found (idempotent)
docflow_list_categories	List all enabled categories with field configurations
docflow_create_category	Create category with fields and sample file
docflow_upload_and_extract	Upload files (list or directory) and wait for extraction results
docflow_setup_review_rules	Create review rule repo with groups and rules (idempotent)
docflow_run_review	Submit review task and wait for rule-by-rule results

docflow_upload_and_extract — Upload Routing

Automatically selects upload mode based on file count:

• ≤ 3 files → synchronous upload (results returned immediately)
• > 3 files → asynchronous upload + polling until all files complete

Accepts either:

• file_paths: explicit list of local file paths
• directory: auto-scans for supported files (PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, OFD, TXT)

docflow_setup_review_rules — Rule Structure

Rule Repository
└── Rule Group (e.g. "金额审核")
    └── Rule (name, prompt, category_ids, risk_level)
        risk_level: 10=high, 20=medium, 30=low

---

Resource Tools (35)

Thin wrappers covering every CRUD endpoint, organized by resource.

Files

Tool	Endpoint	Description
docflow_fetch_files	GET /file/fetch	Query processed files, filter by status/category
docflow_update_file	POST /file/update	Update file metadata or verification status
docflow_delete_files	POST /file/delete	Permanently delete files by task_id or batch_number
docflow_extract_fields	POST /file/extract_fields	Re-extract specific fields without re-uploading
docflow_retry_files	POST /file/retry	Retry processing for failed files
docflow_amend_category	POST /file/amend_category	Correct misclassified file and trigger re-extraction

Workspaces

Tool	Endpoint	Description
docflow_list_workspaces	GET /workspace/list	List all accessible workspaces
docflow_get_workspace	GET /workspace/get	Get workspace details and statistics
docflow_update_workspace	POST /workspace/update	Update name, description, auth scope, or callback URL
docflow_delete_workspace	POST /workspace/delete	Delete workspace and all contents (permanent)

Categories

Tool	Endpoint	Description
docflow_update_category	POST /category/update	Update category name, model, prompt, or enabled status
docflow_delete_category	POST /category/delete	Delete category (existing file data is preserved)

Category Tables

Tool	Endpoint	Description
docflow_list_category_tables	GET /category/tables/list	List table configs (for extracting structured rows)
docflow_add_category_table	POST /category/tables/add	Add table field group (e.g. invoice line items)
docflow_update_category_table	POST /category/tables/update	Update table name or column definitions
docflow_delete_category_tables	POST /category/tables/delete	Delete table configs

Category Fields

Tool	Endpoint	Description
docflow_list_category_fields	GET /category/fields/list	List fields with field_ids (needed for rule references)
docflow_add_category_fields	POST /category/fields/add	Add fields to existing category
docflow_update_category_field	POST /category/fields/update	Update field name, description, or extraction prompt
docflow_delete_category_fields	POST /category/fields/delete	Delete fields from category

Category Samples

Tool	Endpoint	Description
docflow_add_category_samples	POST /category/sample/upload	Add sample files to improve classification (3–5 recommended)
docflow_list_category_samples	GET /category/sample/list	List all sample files for a category
docflow_delete_category_samples	POST /category/sample/delete	Remove low-quality samples

Review Rule Repositories

Tool	Endpoint	Description
docflow_list_review_repos	GET /review/rule_repo/list	List all rule repositories in workspace
docflow_get_review_repo	GET /review/rule_repo/get	Get repo with all groups and rules
docflow_update_review_repo	POST /review/rule_repo/update	Rename rule repository
docflow_delete_review_repo	POST /review/rule_repo/delete	Delete repo and all its rules (permanent)

Review Rule Groups

Tool	Endpoint	Description
docflow_update_review_rule_group	POST /review/rule_group/update	Rename rule group
docflow_delete_review_rule_group	POST /review/rule_group/delete	Delete group and all its rules

Review Rules

Tool	Endpoint	Description
docflow_update_review_rule	POST /review/rule/update	Update rule prompt, categories, or risk level
docflow_delete_review_rule	POST /review/rule/delete	Delete a single rule

Review Tasks

Tool	Endpoint	Description
docflow_get_review_result	POST /review/task/result	Get current review status without waiting
docflow_delete_review_task	POST /review/task/delete	Delete review tasks
docflow_retry_review_task	POST /review/task/retry	Retry entire review task
docflow_retry_review_rule	POST /review/task/rule/retry	Retry a single rule without re-running others

---

Typical Workflow

1. docflow_get_or_create_workspace  →  workspace_id
2. docflow_list_categories          →  check existing categories
3. docflow_create_category (×N)     →  category_id per document type
4. docflow_upload_and_extract       →  files[], task_ids[]
5. docflow_setup_review_rules       →  repo_id
6. docflow_run_review               →  status, groups[rule results]

API Coverage

44 of 46 Docflow API endpoints are covered.

Intentionally omitted:

• GET /auth/token — generates short-lived token for iframe embedding, not agent use
• GET /category/sample/download — returns binary file content, not useful for agents

Internally called (no separate tool needed):

• POST /file/upload, /file/upload/sync → used inside docflow_upload_and_extract
• POST /workspace/create → used inside docflow_get_or_create_workspace
• POST /review/rule_repo/create, /rule_group/create, /rule/create → used inside docflow_setup_review_rules
• POST /review/task/submit → used inside docflow_run_review

Requirements

• Python ≥ 3.10
• Network access to docflow.textin.com
• Docflow account with valid APP_ID and SECRET_CODE

License

MIT