Merge Connectors

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…