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Chat Complex Documents

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vellum-ai
chat-complex-documents

Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source. Connects the hosted Unstructured Transform MCP server to parse, structure, and enrich PDFs, Word/Excel/PowerPoint, images, scanned files, emails, and 60+ other formats into clean, AI-ready text for search, Q&A, and summarization without building a custom parsing pipeline.

Overview

Publishervellum-ai
Repositoryvellum-assistant
Skill namechat-complex-documents
Stars
1.3K
Forks
186
Bundled files
1
LicenseMIT
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 1 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by vellum-ai on GitHub. Read the source before you install it.

Installation

Install the Chat Complex Documents AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/vellum-ai/vellum-assistant.git /tmp/vellum-assistant
mkdir -p .claude/skills
cp -r /tmp/vellum-assistant/skills/chat-complex-documents .claude/skills/chat-complex-documents
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Chat Complex Documents in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Chat Complex Documents on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Chat Complex Documents is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

What this does (in plain terms)

You have documents — contracts, reports, slide decks, scanned PDFs, spreadsheets, emails, images — and you want the assistant to reliably get the content out of them and make it usable: searchable, answerable, summarizable, or ready to feed a knowledge base or another tool.

Unstructured Transform does exactly that. Hand it files and it turns them into clean, structured, AI-ready data across 60+ formats with one pipeline — no custom parsing or OCR to build and maintain. See the Transform overview.

Under the hood it:

  • Partitions each document into structured elements (titles, paragraphs, tables, lists), adjusting extraction per page for accuracy and cost.
  • Enriches the result with metadata, table and image descriptions, and entity recognition.

The result is structured JSON that's ready for search, Q&A, summarization, and agents.

Why people use it

  • Make documents searchable and answerable. Transform extracts clean, structured text and tables from your files so the assistant can search them and answer questions grounded in the source.
  • Handle messy, varied files. One integration covers 60+ formats (scanned PDFs, tables, images, Office files) instead of a per-format parser.

When to use

USE THIS SKILL WHEN:

  • The user wants to extract or structure content from documents (PDF, Office, images, emails, scanned files).
  • The user wants documents made searchable or ready for RAG / Q&A / a knowledge base.
  • The user asks to connect Unstructured or Unstructured Transform.
  • A Transform tool returns an auth error → re-run the auth step below.

Prerequisites

  • An Unstructured account to sign in with during the OAuth step (a free tier is available). See pricing.
  • Nothing to install locally — Transform is a hosted MCP server.

Setup

Step 1 — Detect your environment

Determine which command tool to use for every command in this skill:

  • If host_bash is available → you are on the desktop app. Use host_bash for all commands (the auth step opens your local browser).
  • If it is unavailable → you are on the web app. Use bash for all commands (the platform handles the browser redirect).

Step 2 — Add the server

Add Transform as a remote streamable-http MCP server. Keep the default risk level (high) — Transform ingests file content, so per-call approval is the safe default.

assistant mcp add unstructured-transform -t streamable-http -u https://mcp.transform.unstructured.io

The server is registered under the id unstructured-transform — that's the name shown by assistant mcp list and used in the commands below, even though this skill is titled "Chat with Complex Documents".

Step 3 — Authenticate via OAuth

assistant mcp auth unstructured-transform

This opens Unstructured's authorization page. After sign-in, the assistant handles the callback and caches the tokens.

  • On desktop → run via host_bash (opens your local browser).
  • On web app → run via bash (the platform handles the redirect).

Step 4 — Verify

assistant mcp list

Confirm unstructured-transform shows ✓ Connected. If it shows ! Needs authentication, re-run Step 3. If its tools don't appear within ~10 seconds, run assistant mcp reload.

Using Transform

Once connected, ask the assistant in plain language, e.g. "Use Unstructured Transform to parse these files and return one JSON file per source file," or "Extract the tables from this PDF." Transform partitions each file and returns structured output; to tune partitioning and enrichment behavior, see Control Transform output.

Per-request limits (Transform enforces these; plan around them):

  • Each file must be a supported file type.
  • Each file must be 50 MB or less.
  • Each request may include 10 files or fewer.
  • At most 5 requests may run at a time.

Disconnecting

assistant mcp remove unstructured-transform

This removes the config entry and cleans up the stored OAuth credentials.

SKILL COMPLETE WHEN

  • Connect: unstructured-transform appears in assistant mcp list as ✓ Connected and the user confirms its tools are available in the conversation.
  • Disconnect: assistant mcp remove unstructured-transform succeeds and the server no longer appears in assistant mcp list.

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Chat Complex Documents AI skill do?

Chat with and search your complex documents — ask questions, extract tables and fields, and get answers grounded in the source. Connects the hosted Unstructured Transform MCP server to parse, structure, and enrich PDFs, Word/Excel/PowerPoint, images, scanned files, emails, and 60+ other formats into clean, AI-ready text for search, Q&A, and summarization without building a custom parsing pipeline.

Why use Chat Complex Documents on TypingMind?

Because you install it once and use it with any model. Chat Complex Documents is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Chat Complex Documents in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/vellum-ai/vellum-assistant/tree/main/skills/chat-complex-documents. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Chat Complex Documents?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Chat Complex Documents?

As many as you like. As long as a model supports skills, you can use Chat Complex Documents with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Chat Complex Documents AI skill free?

Yes. It is published on GitHub by vellum-ai under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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