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Prerequisites

  • Python 3.10+
  • A FlexOrch account and API key — generate one under Settings → API Keys
  • Claude Desktop (or another MCP-compatible client)

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1. Install

Verify the installation:
Expected output:

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2. Configure Claude Desktop

Add the following to ~/.claude/claude_desktop_config.json (create the file if it doesn’t exist):
Restart Claude Desktop. You should see “flexorch” appear in the connected servers list.

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3. Configure Cursor

In Cursor’s MCP config (.cursor/mcp.json or the Cursor settings panel):

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4. Try it

Ask Claude:
“Process this invoice and tell me the vendor name, total amount, and due date. Mask any PII.”
Then provide a URL to a document. Claude will call process_document, poll get_job_status, and return the extracted fields via get_extraction_result.

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Plan limits

All FlexOrch plan limits apply to MCP tool calls. Credits are consumed per document processed — the same as direct API usage. The search_documents tool with mode="semantic" or mode="hybrid" requires a Pro plan or above. Starter and Trial plans fall back to mode="structured" automatically when mode="auto" is set.

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Next steps

  • Tool Reference — full parameter documentation for all 8 tools
  • Connectors — automate ingestion from S3, GCS, or Azure Blob
  • Webhooks — get notified when a job completes