DOCUMENT SDK AI AGENT TOOLS

Document SDK AI Agent Tools - Turn Requests Into Real Files

Enable AI agents to create, edit, convert, analyze, and extract data from PDF, Word, Excel, PowerPoint, Markdown, and scanned documents using deterministic document processing tools powered by Syncfusion Document SDK and the Microsoft Agent Framework.

Build Your Document Agent
View Prompt Library
  • AI-callable document tools
  • Enterprise-ready workflows
  • PDF, Word, Excel, PowerPoint & Markdown
  • AI-callable document tools
  • PDF,Word,Excel, Powerpoint & Markdown
  • Enterprise-ready workflows
THE EXECUTION GAP

Understanding a Document Request Is Not the Same as Doing It

Ask a model to produce a signed PDF and it will describe one convincingly. Enterprise workflows need the file itself, with structure, formulas, security and fidelity intact.

model-capabilities

What the model is good at

  • Reading intent out of a vague request
  • Reasoning about which steps are needed
  • Choosing tools and their order
  • Coordinating a multi-document workflow
engine-capabilities

What only an engine can do

  • Preserve layout, styles and document structure
  • Keep formulas, metadata and formatting intact
  • Run OCR, redaction, signing and conversion reliably
  • Return a real file, byte-for-byte predictable
REAL WORKFLOWS

One Sentence In. A Chain of Document Operations Out

No orchestration hardcoded in advance. The agent picks the tools; you get the file. Four workflows teams build first:

CONTRACT REVIEW AGENT

“Load contract.pdf. Redact all PII. Add our watermark. Sign it. Export a compliance-ready PDF.”

One request becomes a chain of secure document actions, without you hardcoding the orchestration path in advance. Permanently remove the PII the model identified, not just cover it.

A redacted, watermarked, signed PDF/A ready for legal review.

1

Load and inspect

Open the document and pull out searchable content with coordinates.

2

Redact sensitive content

Permanently remove the PII the model identified instead of just covering it.

3

Apply compliance actions

Watermark, digitally sign and set the required permissions.

4

Export the final file

Produce the archival output the request asked for.

FINANCE REPORTING AGENT

“Open revenue.xlsx. Build charts and a pivot summary. Convert the report to PDF.”

Workbook operations and document conversion chain into a single reporting run, with formulas and formatting preserved throughout.

A board-ready PDF generated straight from the source workbook.

1

Open the workbook

Load the source data and inspect the worksheets available.

2

Build the analysis

Create charts, pivot summaries, conditional formats and validation.

3

Lay out the report

Apply the presentation structure the audience expects.

4

Convert to PDF

Render the distribution-ready report from the workbook.

HR ONBOARDING AGENT

“Merge employee records into the offer template. Create protected, signed PDFs for every new hire.”

Word, PDF, conversion, security and signature tools run as one coordinated onboarding process across a batch of records.

Personalised, encrypted, signed offer letters — one per new hire.

1

Load the template

Open the offer-letter template and the employee dataset.

2

Run mail merge

Generate a personalized document for each new hire in the batch.

3

Convert and brand

Produce PDFs and apply the organization watermark.

4

Protect and sign

Encrypt each file and apply the digital signature.

INVOICE PROCESSING AGENT

“Read these invoices. Extract vendor, totals and line items. Put everything into Excel.”

OCR, structured extraction and spreadsheet generation turn a folder of mixed scanned and digital invoices into clean operational data.

A validated Excel workbook populated from every invoice in the batch.

1

Read the invoices

Open PDFs and images, running OCR wherever the text is not selectable.

2

Extract structured fields

Return vendor, dates, totals and line items as JSON, not prose.

3

Build the workbook

Create the destination worksheet and populate the extracted values.

4

Validate the data

Add rules that flag anomalies before anything moves downstream.

WHAT AGENTS CAN DO

Create, Extract, Convert, and Secure Documents

Give agents production-ready document functions across PDF, Word, Excel, PowerPoint, Markdown, OCR, and structured data extraction.

Create & Modify

Generate documents, populate content, merge files, update fields, manage worksheets, build charts and edit slides.

Extract & Understand

Read text and metadata, run OCR, pull tables and form data, and return structured JSON for the next step.

Convert & Transform

Office to PDF, and content between Markdown, HTML, JSON, CSV, images and the supported document formats.

Secure & Finalize

Redact, encrypt, control permissions, sign, watermark and prepare archival output for distribution.

DOCUMENT COVERAGE

One Toolbox Across the Files Your Workflows Already Use

The same registration exposes every format below. An agent can move between them inside a single request.

pdf

PDF

  • Create, merge, split, reorder
  • Compress and encrypt PDFs
  • Sign, redact, set permissions
  • OCR scans, convert to PDF/A
  • Add watermarks and annotations
word

Word

  • Create, merge, split documents
  • Compare and clone documents
  • Mail merge from data sources
  • Inspect tracked changes
  • Find and replace text
excel

Excel

  • Create and populate worksheets
  • Create charts from data
  • Summarize with pivot tables
  • Apply conditional formatting
  • Set data validation rules
powerpoint

PowerPoint

  • Create, load, merge, split, export
  • Read slide text and metadata
  • Find and replace across slides
  • Passwords and encryption
  • Export slides as images
smart-data-extraction

Smart Data Extraction

  • Document information as JSON
  • Table detection and extraction
  • Form fields and key-value pairs
  • OCR-backed scanned workflows
  • PDF and table content to Markdown
office-to-pdf

Office to PDF Tools

  • Convert Word, Excel, PPT to PDF
  • Preserve layout and styling
  • Retain charts and tables
  • Keep embedded content intact
  • Power reporting workflows
HOW IT WORKS

How AI Agent Tools Execution Works 

AI Agent Tools follow the Microsoft Agent Framework execution model to interpret prompts, execute the required Syncfusion tools, and generate validated document outputs automatically.

Get Started with AI Agent Tools

ASK

User Prompt

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradise.

PLAN

AI Model Plans

The AI model interprets your request and decides which document operations are needed, and in what order.

EXECUTE

Tools Execution

Syncfusion AI Agent Tools are triggered automatically and perform each operation directly on your files.

RETURN

Validated Outputs

Validated results are returned to your app as PDFs, Office documents, or structured JSON, ready to use.

EXECUTION ARCHITECTURE

Choose How Documents Are Managed Between Tool Calls

Use in-memory execution for fast, interactive workflows or storage-backed execution for persistent and scalable applications.

In-Memory Mode

Fast and interactive

  • Low-latency execution
  • Live document objects
  • No external storage dependency
  • Automatic cleanup and expiration
Explore In‑Memory mode

Document-Storage Mode

Persistent and scalable

  • Azure Blob Storage and Amazon S3 support
  • Stateless distributed execution
  • Horizontally scalable architecture
  • Enterprise multi-agent workflows
Explore Document Storage mode
GET STARTED

Register The Tools Once. Let the Agent Select Them at Runtime

The Agent Tools expose Syncfusion Document SDK operations as AI-callable functions through the Microsoft Agent Framework.

// 1 · Add the Package

dotnet add package
    Syncfusion.DocumentSDK.AI.AgentTools

// 2 · Collect the Document Tools

var tools = new List<AITool>();

tools.AddRange(pdfTools.GetTools());
tools.AddRange(wordTools.GetTools());
tools.AddRange(excelTools.GetTools());

// 3 · Hand Them to the Agent

agent.UseTools(tools);

Built for the Microsoft Agent Framework

Tools are exposed through the Microsoft.Extensions.AI abstraction, so the document layer stays independent of your model choice. Any IChatClient backed provider works.

.NET 8+

Microsoft Agent Framework

Microsoft.Extensions.AI

Azure OpenAI

Claude

Gemini

OpenAI

Getting Started Guide

Need an action that isn’t built in? Add your own tool using the same pattern, and swap in custom storage through IDocumentStorage.

POSITIONING

This Is Not An AI Coding Assistant

Both sit inside Syncfusion's AI portfolio, but they operate at different layers. One helps you write the app, the other runs inside it.

AI Coding Assistants

Help developers write application code during development.

  • Work mainly in the development environment
  • Suggest or generate implementation code
  • Developers review and apply the generated changes

Document SDK AI Agent Tools

Give deployed agents executable document functions.

  • Create, convert, extract, sign, and secure files
  • Chain multiple document operations from one request
  • Return actual files and structured data, not only text descriptions

Frequently Asked Questions

No. The AI Agent Tools are included with your existing Syncfusion Document SDK license. No additional purchase or license key is required.

The AI Agent Tools are built for the Microsoft Agent Framework and expose standard AITool objects. They work with any framework that supports the Microsoft.Extensions.AItool abstraction.

 The AI Agent Tools work with the Microsoft Agent Framework, which supports multiple AI providers through the Microsoft.Extensions.AI abstraction layer — including Azure OpenAI, OpenAI, Anthropic, etc. You can switch providers by changing only the client initialization; no Syncfusion tool code changes are needed.

.NET 8.0, .NET 9.0, and .NET 10.0.

Use In-Memory mode for interactive, single-instance agents like desktop apps or non-scalable environments. Use DocumentStorage mode for stateless, scalable server-side deployments where documents need to persist across instances or requests.

AI Coding Assistants help developers write code within their IDEs. In contrast, Document SDK AI Agent Tools are executable functions that AI agents call at runtime to autonomously process documents, without requiring human intervention.

Yes. You can implement the IDocumentStorage interface to connect to any backend, including Azure Blob Storage, Amazon S3, the local file system, or a custom provider.
Yes. You can create custom tools by following the same [Tool] attribute pattern used by the built-in tools. Refer to the customization for details on creating custom tools and integrating them with the Microsoft Agent Framework

START BUILDING TODAY

Build Autonomous AI Document Workflows Faster

Empower AI agents with production-ready document processing capabilities using Syncfusion Document SDK and Microsoft Agent Framework integration. 

Get Started