AI assistants for your documents with MCP

Through MCP, your assistant can search for documents, read extracted text, and retrieve original files. With write access, it can also change documents and metadata in SimpleDMS. This supports a range of tasks you can carry out in conversation with it.

«Which invoices arrived in September?»

Ask your assistant to find invoices from a particular period or documents with specific Tags. It can narrow the search by document types and field values, such as invoices with an amount above a threshold you specify. You can open the matching documents through their SimpleDMS links.

«What does the contract say about the notice period?»

Ask about a notice period, a payment term, or a particular agreement. The assistant can find the relevant document and use its contents to answer. This grounds the conversation in your records.

Have the assistant summarize the main points of a contract or a longer document. You can specify the focus, such as duration, costs, and obligations. The assistant reads the records from SimpleDMS and presents the contents relevant to your question.

Ask the assistant to compare two quotes or review several documents against the same criteria. It can retrieve their contents and compare the described services, prices, or contract terms in the conversation.

Have the assistant extract an invoice date, amount, or reference number from a document. It can show you the details first and then enter them into suitable document fields. Those values are then available for searching and filtering in SimpleDMS.

Ask the assistant to review your Inbox and suggest document types and Tags. It can read the contents and take your existing document types, Tags, and fields into account so its suggestions fit your filing structure. You can discuss the suggestions before it assigns them to the documents.

A compatible assistant can upload new files to the SimpleDMS Inbox through the MCP connection. It can then inspect the uploaded document and continue with classification. This connects file intake with its subsequent processing.

After classification, the assistant can move a document into an existing folder or create a new filing folder. If you work without folders, it can also complete Inbox processing without moving the document. The document then appears among your filed documents.

Ask the assistant to rename already-filed documents or move them into suitable folders. For example, it can bring records for a project together in one folder. Existing metadata and notes stay connected to the documents.

Have a summary or an open question saved as a note on the document. The assistant can also read existing notes to take earlier discussion into account. Coworkers can then find the information directly on the relevant document.

When you need to extend your filing structure, the assistant can create Tags, fields, and document types or rename existing definitions. For example, you can have it build a document type with suitable date and amount fields or organize Tags into groups. This structure is then available in the web application as well.

Metadata, notes, and filing changes made through MCP appear in SimpleDMS. You can continue working on the same documents in the web application instead of manually transferring results from the conversation.

This connects document assistance with your existing filing structure and keeps the resulting information available to your team.

• Set up MCP in SimpleDMS
• MCP server & tool reference
• SimpleDMS integrations
• Metadata concept