Model Context Protocol

Documents to spreadsheet via your AI assistant

Connect Lido's MCP server to Claude or Cursor and extract document data directly into spreadsheet-ready rows and columns. No templates or manual mapping.

claude mcp add lido -- npx -y @lido-app/mcp-server
50 free pages No templates needed Open source

How it works

Three steps from install to extracted data

1

Install the MCP server

Run a single command in your terminal. Works with Claude Code, Claude Desktop, Cursor, and Windsurf.

2

Ask your AI to extract

Tell Claude or Cursor to extract data from your documents. Describe what you need in plain English.

3

Get structured output

Lido reads the document layout, extracts the fields and tables, and returns structured data you can use immediately.

Built for developer workflows

Extract data from documents without leaving your editor

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No templates needed

Lido reads document layouts the way a human would — interpreting headers, tables, and field relationships by context. No zones, no rules, no training.

One-command install

Run a single npm command and the MCP server connects to your AI assistant. No API keys to configure, no SDKs to install, no dashboard to set up.

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Structured output

Get clean rows and columns from any document. Line items, totals, dates, vendor names — extracted and organized into data you can pipe into your code.

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Scans and images

OCR built in. Photographed receipts, scanned invoices, and image-only PDFs all get the same accurate extraction as digital documents.

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Batch processing

Process hundreds of documents in a single conversation. Point your AI assistant at a folder and let Lido extract them all.

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SOC 2 + HIPAA

SOC 2 Type 2 certified and HIPAA compliant. Documents encrypted in transit and at rest, automatically deleted within 24 hours.

What you can say

Tell your AI assistant what to extract in plain English

Single document

"Extract all line items from invoice.pdf — I need vendor, amount, date, and description for each."

Batch processing

"Process every PDF in /documents/ and create a CSV with columns for vendor name, invoice number, total, and due date."

Specific fields

"Extract the transaction table from this bank statement. I need date, description, debit, credit, and running balance."

Format conversion

"Convert these scanned receipts to a JSON array with merchant, total, tax, date, and payment method for each."

What is MCP?

Model Context Protocol (MCP) is an open standard created by Anthropic that lets AI assistants connect to external tools and data sources. Instead of copying and pasting data between your browser and your AI, MCP servers give the AI direct access to specialized capabilities.

The Lido MCP server gives Claude, Cursor, and other MCP-compatible tools the ability to extract structured data from documents. When you install the server, your AI assistant gains four new tools: authenticate with your Lido account, extract data from files, get extraction tips for different document types, and check your usage.

This means you can hand your AI a stack of documents and ask it to pull out the data you need — all within the same conversation where you're writing code, analyzing data, or building automation.

Why use MCP for document to spreadsheet conversion?

Traditional document extraction tools require you to switch to a web dashboard, upload files, configure extraction templates, and then export the results back to wherever you're working. MCP eliminates that context switching.

With an MCP server, your AI assistant handles the entire flow: it reads your document, calls the extraction API, and gives you structured data — all in the same terminal or editor where you're already working. You describe what you need in English, and the AI figures out how to extract it.

Lido's approach is especially useful because it requires no templates. Most extraction tools need you to define zones, rules, or training sets for each document layout. Lido reads the visual structure of each document individually, the way a human would scan a page and understand which numbers are totals, which text is a vendor name, and which rows form a table.

Frequently asked questions

What AI assistants work with the Lido MCP server?

Any tool that supports Model Context Protocol. This includes Claude Code (terminal), Claude Desktop (app), Cursor, Windsurf, and other MCP-compatible clients. The server installs the same way in all of them.

Do I need to create templates for my documents?

No. Lido reads document layouts automatically — it interprets headers, tables, and field relationships by visual context rather than predefined zones or rules. This means it works on any document layout from any source without configuration.

How accurate is the extraction?

95-99% accuracy on digital documents and 90-98% on scanned documents. Lido uses AI vision models that read the visual structure of each page, so accuracy is consistent across different layouts and formats.

What does it cost?

50 pages free, no credit card required. After that, plans start at $29/month for 100 pages. Enterprise pricing is available for high-volume processing.

Is my data secure?

Lido is SOC 2 Type 2 certified and HIPAA compliant. Documents are encrypted with AES-256 at rest and TLS 1.2+ in transit. All uploaded documents are automatically deleted within 24 hours and are never used to train AI models.

Can I process scanned or photographed documents?

Yes. The MCP server includes OCR for scanned documents and images. Photographed receipts, scanned invoices, and image-only PDFs all get the same structured extraction as digital documents.

Start extracting documents in your AI assistant

One command. 50 free pages. No credit card, no templates, no configuration.

claude mcp add lido -- npx -y @lido-app/mcp-server