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OCR

In one line: Let your UnleashX agent read text from images, screenshots, business cards, and scanned documents.

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1. Overview

OCR (Optical Character Recognition) turns pictures of text into actual, usable text. Point it at a photo of a receipt, a scanned contract, or a screenshot and it returns the words it finds — preserving structure, line breaks, and tables as much as possible. Once connected, your agent can read text from a URL, a local file, or a base64 image, batch-process a whole folder of images, and even return word-level positions and confidence scores when you need structured output. It runs OpenAI Vision under the hood, so it is multilingual by default. Connecting OCR to UnleashX means your voice and automation agents can act on what they “see” — extracting a phone number from a business card, reading an invoice total, or capturing a form field — without any manual data entry.

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2. What you’ll need

OCR is built into UnleashX. There is no third-party account to create and no API key for you to manage.
  • An active UnleashX account.
  • The OCR feature enabled on your workspace/plan.
  • Permission to edit the agent you want to add OCR to (admin or editor role). If you don’t have that access, ask a workspace admin to enable it for you.

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3. Get your credentials

There are no credentials to create. OCR is a platform-managed integration — UnleashX provisions and rotates the underlying OpenAI Vision keys for you. You never see or handle an API key.
If you are a workspace admin, the only optional platform-side configuration is the vision model used for extraction (UnleashX sets a sensible default, e.g. a GPT-4o-class vision model). Most teams never need to change this.

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4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the agent you want to give OCR to.
2

Open Data Connectors

In the agent, click Data Connectors.
3

Find OCR and add it

Locate OCR in the list and click Connect / Add. Because it’s platform-managed, there is no key to paste — it activates immediately.
4

Confirm it's connected

The OCR tool should now show a Connected badge. Your agent can start reading images right away.

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Use OCR in a Workflow

Once connected, you can add OCR to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.Add a trigger on the workflow canvas
2

Pick OCR from the Apps panel

In the Paths panel, open the Apps tab and select OCR. Use the search box if you have many connectors.Choose your app from the Apps list
3

Choose a trigger or tool

Pick the trigger or action you want. Configure its fields — required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

Every OCR tool is read-only — it reads pixels and returns text. Preprocess Image writes a temporary working file but does not modify your original image or any stored data.

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6. Example usage

“Read this business card and pull out the name, company, and phone number.” → Runs From URL (or Extract Text) to extract the text, then the agent parses the fields. “Go through every receipt image in this folder and give me the totals.” → Runs Batch Extract across the directory and the agent reads each total from the returned text.

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7. Permissions & data access

UnleashX can:
  • Read images you provide (by URL, file path, or base64) and return the extracted text.
  • Optionally return word positions and confidence scores.
  • Temporarily process images in memory or in a short-lived temp file.
UnleashX cannot:
  • Edit, delete, or store your original images permanently.
  • Access images you don’t explicitly pass to a tool.
  • Browse your device or cloud storage on its own.
To disconnect: Open the agent → Data Connectors → OCR → Disconnect. Access is revoked immediately.

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8. Troubleshooting

For general connector issues, see /mcp/integrations.

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9. Frequently asked questions

Is my image data stored? No. Images are processed to extract text and are not retained as part of the integration. Any temp files created during preprocessing are cleaned up automatically. Do I need an OpenAI account or key? No. OCR is platform-managed — UnleashX provides and rotates the underlying vision keys. Which languages are supported? Many, automatically. Call Supported Languages for the current list (English, Spanish, French, German, Chinese, Japanese, Arabic, Hindi, and more). Can multiple team members use it? Yes. Once enabled on the workspace, anyone with access to the agent can use OCR.

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10. References