talonic-mcp
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TALONIC_API_KEY | Yes | Your Talonic API key. Starts with tlnc_. | |
| TALONIC_BASE_URL | No | Override the API base URL. Default: https://api.talonic.com. | https://api.talonic.com |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| resources | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| talonic_list_schemasA | List the saved schemas in the workspace as compact summaries (id, short_id, name, description, version, field_count). USE WHEN: 'what schemas do I have', or to find a reusable schema before extracting.
NOT FOR: a one-off extraction with an inline schema (call talonic_extract directly).
ARGS: none.
RETURNS: data[] of schema summaries. Full field definitions are omitted here — read the talonic://schemas resource for those. Pass a schema's id/short_id to talonic_extract as |
| talonic_save_schemaA | Save a reusable schema to the workspace for use across future extractions. USE WHEN: the user confirms a schema/template they want to reuse across documents.
NOT FOR: a single one-off extraction (pass the schema inline to talonic_extract instead).
ARGS: |
| talonic_get_documentA | Fetch a single document's metadata and processing status from the workspace. USE WHEN: 'tell me about document X', or to poll status after talonic_request_upload until the file is ready.
NOT FOR: full text (use talonic_to_markdown) · extracted fields (use talonic_extract).
BY NAME: if the user names a file, call talonic_search first to get its document_id, then call this.
ARGS: document_id.
RETURNS: filename, pages, type_detected, language, and |
| talonic_searchA | Find documents, fields, schemas, or sources in the workspace. One call returns ranked results across all types. MATCHING IS LITERAL KEYWORD, not semantic. Query with ONE short SINGULAR term or an exact filename: 'invoice', 'bank statement', 'sample-invoice.pdf'. Sentences ('documents related to invoices') and plurals ('invoices') return empty. If a search comes back empty, retry with a shorter singular keyword before concluding the workspace has nothing.
USE WHEN: the user names or describes a document without an id, or you need a document_id or a filterable field name before extract / to_markdown / get_document / filter.
NOT FOR: structured field-value filters like 'amount > 1000' (use talonic_filter).
ARGS: query (short literal keyword); optional limit.
RETURNS: documents[], fields[]/fieldMatches[] (only |
| talonic_filterA | Find documents by their extracted field VALUES using composable conditions (e.g. 'invoices where total > 1000'). USE WHEN: value-based criteria on extracted fields — numeric/date/text comparisons or presence checks.
NOT FOR: free-text / concept search (use talonic_search) · a single document by id (use talonic_get_document).
ARGS: conditions[] (AND-ed). Each = EXACTLY ONE of |
| talonic_to_markdownA | Get the OCR-converted markdown text of a document. USE WHEN: the user wants the full text — 'what does it say', summarise, or translate a document.
NOT FOR: specific structured fields (use talonic_extract with a schema).
BY NAME: if the user names a file, call talonic_search first to get its document_id, then call this.
ARGS: prefer |
| talonic_extractA | Extract structured, schema-validated JSON from a document. Returns the requested fields with per-field confidence scores. USE WHEN: the user wants specific fields pulled from an invoice, contract, certificate, statement, form, scan, or PDF.
NOT FOR: full text (use talonic_to_markdown) · finding documents (use talonic_search / talonic_filter).
BY NAME: if the user names a file, call talonic_search first to get its document_id, then call this.
ARGS: a schema is REQUIRED — pass inline |
| talonic_get_balanceA | Read the workspace's Talonic credit balance, EUR value, tier, 30-day burn, and projected runway. USE WHEN: the user asks about credits/budget, or before a large batch when you want to confirm headroom. NOT FOR: the per-call cost of a single extraction (that is on the talonic_extract response). ARGS: none. RETURNS: balance_credits, balance_eur, tier, burn_rate_30d_credits, projected_runway_days (-1 = no recent usage), tier_resets_at. |
| talonic_request_uploadA | Get a browser upload link the user opens to add a file to their workspace. Returns the link plus a pre-allocated document_id. USE WHEN: the user wants to upload a document and you cannot pass it directly — hosted/sandboxed clients (ChatGPT, Claude.ai) or files too large for tool-call arguments. NOT FOR: a document already in the workspace (use its document_id) · a file already on a public URL (use file_url on talonic_extract). ARGS: filename (with extension). RETURNS: upload_url, document_id, expires_at. After the user uploads, poll talonic_get_document on that document_id until status is 'completed', then call talonic_extract. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| talonic-schemas | All schemas saved in the user's Talonic workspace, with their full JSON Schema definitions. |
| talonic-webhooks-reference | Webhook event types, delivery behavior, signature verification algorithms, and retry policies. |
| extraction-result-widget | Inline view of extracted data, document metadata, and per-field confidence. |
| search-results-widget | Inline view of documents, fields, schemas, and sources matching a query. |
| filter-results-widget | Inline table of documents matching a filter, with any API warnings. |
| document-meta-widget | Inline view of a document's metadata, status, and triage flags. |
| markdown-view-widget | Inline view of a document's OCR-converted markdown. |
| schema-list-widget | Inline table of saved schemas in the workspace. |
| schema-saved-widget | Inline confirmation of a newly saved schema. |
| balance-widget | Inline view of the workspace credit balance, tier, burn, and runway. |
| upload-link-widget | Inline browser-handoff upload link with document ID and expiry. |
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