Docrio
Connect your AI agents to Docrio.
Authentication: instance domain and API key. See Magic Link for the runtime auth flow.
Sample use cases
- Upload the borrower’s signed disclosure to loan file 10482.
- Show me every document related to the Rodriguez loan.
- Download the latest version of the appraisal report.
Available Tools
create_and_upload_file
Create a Docrio file on a Salesforce/Litify record (e.g. a Matter) and upload its content. Pass bytes as base64 in co…
upload_file_version
Upload a new version of an existing Docrio file, keeping prior versions retrievable via download_file’s version_id. P…
download_file
Download a Docrio file’s content by file ID. Returns a transfer instruction the platform resolves into a downloadable…
list_related_files
List files related to a Salesforce/Litify record (e.g. a Matter), with server-side sorting and pagination. Use the Sa…
update_file
Update a Docrio file’s metadata — name, author, description, folder path, or external ID. Does not change the file’s…