---
title: "Document Filing with MCP"
description: "Monitors connected file storage for new uploads, extracts metadata with AI, auto-categorizes into the right folders, and updates linked records in accounting or HRIS."
url: "https://www.apideck.com/mcp-server/document-filing"
section: "MCP server"
tags: ["MCP", "Auto-categorization", "Metadata extraction", "Cross-system sync", "Folder management"]
---

# Document Filing with MCP

Monitors connected file storage for new uploads, extracts metadata with AI, auto-categorizes into the right folders, and updates linked records in accounting or HRIS.

- MCP endpoint: https://mcp.apideck.dev/mcp
- Unified APIs: [file-storage](https://www.apideck.com/file-storage-api), [accounting](https://www.apideck.com/accounting-api)
- HTML page: https://www.apideck.com/mcp-server/document-filing

## APIs powering this agent

The Document Filing agent uses these Unified APIs through the MCP Server. Every resource is available as list, get, create, update, and delete tools.

### Accounting API

- Tools: https://www.apideck.com/mcp-server/accounting-api
- Resources (43): Aged Creditors, Aged Debtors, Attachments, BalanceSheet, Bank Accounts, Bank Feed Accounts, Bank Feed Statements, Bill Credit Notes, Bill Payments, Bills, Categories, Companies, Company Info, Credit Notes, Customers, Departments, Employees, Expense Categories, Expense Reports, Expenses, Fiscal Periods, General Ledger Transactions, Goods Receipts, Invoice Items, Invoices, Journal Entries, Journals, Ledger Accounts, Locations, Payment Methods, Payments, ProfitAndLoss, Projects, Purchase Orders, Quotes, Refunds, Sales Orders, Sales Receipts, Subsidiaries, Suppliers, Tax Rates, Tracking Categories, Trial Balance

### File Storage API

- Tools: https://www.apideck.com/mcp-server/file-storage-api
- Resources (6): DriveGroups, Drives, Files, Folders, Shared Links, Upload Sessions

## Build this agent in minutes

```json
{
  "mcpServers": {
    "apideck": {
      "url": "https://mcp.apideck.dev/mcp",
      "headers": {
        "x-apideck-api-key": "YOUR_API_KEY",
        "x-apideck-app-id": "YOUR_APP_ID",
        "x-apideck-consumer-id": "YOUR_CONSUMER_ID"
      }
    }
  }
}
```

## More agent use cases

### Pre-Accounting Agent

Ingests raw transactions from bank feeds, payment processors, and expense tools — then enriches, categorizes, assigns GL codes, and stages clean journal entries ready to post.

- MCP page: https://www.apideck.com/mcp-server/pre-accounting
- APIs: Accounting

### AP Automation Agent

Ingests vendor bills, extracts line items with AI, matches them to open purchase orders, routes exceptions for approval, and posts to any connected accounting system.

- MCP page: https://www.apideck.com/mcp-server/ap-automation
- APIs: Accounting, ERP

### AR Collections Agent

Pulls open receivables, scores accounts by risk, sends personalized dunning emails on a configurable schedule, and reconciles incoming payments against invoices.

- MCP page: https://www.apideck.com/mcp-server/ar-collections
- APIs: Accounting, ERP

### Bank Reconciliation Agent

Matches bank feed transactions to invoices and bills across accounting systems, flags discrepancies, and auto-reconciles entries to accelerate month-end close.

- MCP page: https://www.apideck.com/mcp-server/bank-reconciliation
- APIs: Accounting

### Employee Onboarding Agent

Reads new hire data from BambooHR, Workday, or any connected HRIS — provisions accounts, assigns equipment, sends welcome emails, and syncs employee records across systems.

- MCP page: https://www.apideck.com/mcp-server/employee-onboarding
- APIs: HRIS

### Cross-System Data Sync Agent

Keeps data consistent across accounting, HRIS, and file storage. Detects changes in any connected system and propagates updates — handling conflicts and deduplication automatically.

- MCP page: https://www.apideck.com/mcp-server/data-sync
- APIs: Accounting, HRIS, File Storage