Agent Quickstart

Use this page when an AI agent should read documents, choose the right Pulse tools, and return grounded output with minimal custom code.

Fast Path

Create an API key

Open the Pulse Platform, create an API key, and keep it out of source control.

Connect an MCP client

Use the hosted server for URL-based documents. Use the local server when the agent must read files from disk.

Give the agent a document

Hosted MCP needs a public or pre-signed file_url. Local MCP can use either file_url or an absolute file_path.

Run extract first

Most workflows start with extract. Use the returned extraction_id for schema, split, and table tools.

Poll when needed

If any tool returns { "status": "processing", "job_id": "..." }, call get_job until the job completes.

Client Configs

Codex Hosted
Claude Code Hosted
Local

~/.codex/config.toml

[mcp_servers.pulse]
url = "https://mcp.runpulse.com/mcp"
http_headers = { "x-api-key" = "YOUR_PULSE_API_KEY" }

claude mcp add --transport http pulse https://mcp.runpulse.com/mcp \
  --header "x-api-key: YOUR_PULSE_API_KEY"

[mcp_servers.pulse]
command = "uvx"
args = ["pulse-mcp@latest"]
env = { "PULSE_API_KEY" = "YOUR_PULSE_API_KEY" }

See Connecting a client for Claude Desktop, VS Code, and more setup options.

First Agent Prompt

Give the agent the document location, the output you want, and any evidence requirements:

Use Pulse to extract this document:
https://platform.runpulse.com/api/examples/637e5678-30b1-45fa-acc4-877f2d636419/pdf

Return account holder, statement period, ending balance, and all transactions as JSON.
Include citations or source references for each field when available. If the extraction
is still processing, poll with get_job until it is complete.

For long or mixed documents, be explicit about the plan:

Use Pulse on this filing. First extract it with page chunking. Then split it into
sections for procedural history, allegations, arguments, and requested relief.
Apply a separate schema to each split section and return the result as JSON with page
references.

Tool Paths

Agent goal	Tool path	Notes
Parse a document into text	`extract`	Start here. Returns markdown and `extraction_id`.
Get structured JSON	`extract` -> `generate_schema` -> `apply_schema`	Use `generate_schema` when the agent needs help designing fields.
Run a known schema	`extract` -> `apply_schema`	Pass the schema directly or use a saved `schema_config_id`.
Route a long packet	`extract` -> `split_document` -> `apply_schema`	Use when different pages need different schemas.
Pull tables	`extract` -> `extract_tables`	Turn on table merge for cross-page tables.
Process many URLs	`batch_extract` -> `get_job`	Use for asynchronous batches.
Run a saved workflow	`run_pipeline` -> `get_job`	Best when product teams already maintain a Platform pipeline.

Extraction Settings Agents Should Know

Agents can pass the same high-impact extraction settings you use in the Platform:

Setting	Use when
`pages`	The user only needs specific pages.
`footnote_references`	Footnote markers and body text need to be linked.
`figure_descriptions`	Charts, images, or diagrams need text descriptions.
`show_images`	The app needs image URLs for extracted visuals.
`chunk_types` and `chunk_size`	Output will feed retrieval, memory, or embeddings.
`only_data_rows` and `only_data_cols`	Excel files have large empty trailing ranges.

For the broader Platform/API view of these settings, see Processing Parameters.

Agent Guardrails

Hosted MCP cannot read local disk paths. Use a public or pre-signed URL.
Local MCP can read an absolute file_path, but chat attachments are not automatically file paths.
Always reuse extraction_id instead of re-extracting the same document.
Poll get_job before passing a result into the next tool.
Ask for a schema before writing JSON to a database or downstream system.
Keep API keys out of prompts, logs, screenshots, and committed config.
For regulated workflows, return page references, footnote links, chunks, or bounding boxes whenever users need evidence.

MCP Tools

Full tool parameters and return shapes.

Sample Documents

Public documents agents can use for smoke tests.

Start Here

Agent Tools

Core Concepts

Security & Compliance

Help

Fast Path

Client Configs

First Agent Prompt

Tool Paths

Extraction Settings Agents Should Know

Agent Guardrails

MCP Tools

Sample Documents

​Fast Path

​Client Configs

​First Agent Prompt

​Tool Paths

​Extraction Settings Agents Should Know

​Agent Guardrails

MCP Tools

Sample Documents

Fast Path

Client Configs

First Agent Prompt

Tool Paths

Extraction Settings Agents Should Know

Agent Guardrails