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azure-ai-document-intelligence-dotnet — Claude Code skill for .NET document parsing

A Claude and GitHub Copilot skill that writes C# code against Azure AI Document Intelligence: pull text, tables and fields out of invoices, receipts and IDs.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add microsoft/skills --skill azure-ai-document-intelligence-dotnet -a claude-code
Open on GitHub

What azure-ai-document-intelligence-dotnet does

This skill carries working C# samples for the Azure.AI.DocumentIntelligence package. Ask the agent for document parsing code and it reaches for these: reading an invoice with prebuilt-invoice, pulling tables and structure with prebuilt-layout, extracting receipt fields, or building a custom model. The samples are what the agent adapts to your project.

Two clients cover the ground. DocumentIntelligenceClient handles analysis and classification; DocumentIntelligenceAdministrationClient builds and manages custom models and classifiers. Auth runs either through DefaultAzureCredential from Azure.Identity or a key wrapped in AzureKeyCredential. Entra ID needs a custom subdomain such as https://<resource-name>.cognitiveservices.azure.com/ — a regional endpoint will fail here.

Set DOCUMENT_INTELLIGENCE_ENDPOINT before anything else; it is required. DOCUMENT_INTELLIGENCE_API_KEY matters only when you authenticate by key, and training a custom model wants a blob container SAS URL. Packages come in with dotnet add package Azure.AI.DocumentIntelligence and dotnet add package Azure.Identity.

What it helps with

  • write C# code that pulls vendor and total fields from invoices
  • extract tables and layout from a PDF
  • read merchant, total and date off a receipt
  • train a custom model on your own forms
  • wire up Azure auth with DefaultAzureCredential

Example prompts for the agent

  • Write C# that analyzes an invoice with prebuilt-invoice and prints the vendor name with confidence
  • Show me how to extract tables from a PDF using prebuilt-layout
  • Build a custom model my-custom-model from a blob container

How to install azure-ai-document-intelligence-dotnet

1Skills CLI (Vercel)

npx skills add microsoft/skills --skill azure-ai-document-intelligence-dotnet -a claude-code

2Manually: put the files in place

~/.claude/skills/azure-ai-document-intelligence-dotnet/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/azure-ai-document-intelligence-dotnet/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about azure-ai-document-intelligence-dotnet

How do I install azure-ai-document-intelligence-dotnet in Claude Code?

Run npx skills add microsoft/skills --skill azure-ai-document-intelligence-dotnet -a claude-code. The skill lands at ~/.claude/skills/azure-ai-document-intelligence-dotnet/SKILL.md.

What does azure-ai-document-intelligence-dotnet do?

It gives the agent C# samples for Azure AI Document Intelligence, covering invoice, receipt and ID analysis plus layout extraction with prebuilt and custom models.

Which environment variables does it need?

DOCUMENT_INTELLIGENCE_ENDPOINT is required. DOCUMENT_INTELLIGENCE_API_KEY applies only to key-based auth, and BLOB_CONTAINER_SAS_URL is for training a custom model on your own data.

Source text

SKILL.md · MIT
---
name: azure-ai-document-intelligence-dotnet
description: |
  Azure AI Document Intelligence SDK for .NET. Extract text, tables, and structured data from documents using prebuilt and custom models. Use for invoice processing, receipt extraction, ID document analysis, and custom document models. Triggers: "Document Intelligence", "DocumentIntelligenceClient", "form recognizer", "invoice extraction", "receipt OCR", "document analysis .NET".
license: MIT
metadata:
  author: Microsoft
  version: "1.0.0"
  package: Azure.AI.DocumentIntelligence
---

# Azure.AI.DocumentIntelligence (.NET)

Extract text, tables, and structured data from documents using prebuilt and custom models.

## Installation

```bash
dotnet add package Azure.AI.DocumentIntelligence
dotnet add package Azure.Identity
```

**Current Version**: v1.0.0 (GA)

## Environment Variables

```bash
DOCUMENT_INTELLIGENCE_ENDPOINT=https://<resource-name>.cognitiveservices.azure.com/  # Required: Document Intelligence endpoint
DOCUMENT_INTELLIGENCE_API_KEY=<your-api-key>  # Only required for AzureKeyCredential auth
BLOB_CONTAINER_SAS_URL=https://<storage>.blob.core.windows.net/<container>?<sas-token>  # Optional: blob container SAS URL for training data
AZURE_TOKEN_CREDENTIALS=prod  # Required only if DefaultAzureCredential is used in production
```

## Authentication

### Microsoft Entra Token Credential

```csharp
using Azure.Identity;
using Azure.AI.DocumentIntelligence;

string endpoint = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_ENDPOINT");
// Local dev: DefaultAzureCredential. Production: set AZURE_TOKEN_CREDENTIALS=prod or AZURE_TOKEN_CREDENTIALS=<specific_credential>
var credential = new DefaultAzureCredential(
    DefaultAzureCredential.DefaultEnvironmentVariableName
);
// Or use a specific credential directly in production:
// See https://learn.microsoft.com/dotnet/api/overview/azure/identity-readme?view=azure-dotnet#credential-classes
// var credential = new ManagedIdentityCredential();
var client = new DocumentIntelligenceClient(new Uri(endpoint), credential);
```

> **Note**: Entra ID requires a **custom subdomain** (e.g., `https://<resource-name>.cognitiveservices.azure.com/`), not a regional endpoint.

### API Key

```csharp
string endpoint = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_ENDPOINT");
string apiKey = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_API_KEY");
var client = new DocumentIntelligenceClient(new Uri(endpoint), new AzureKeyCredential(apiKey));
```

## Client Types

| Client | Purpose |
|--------|---------|
| `DocumentIntelligenceClient` | Analyze documents, classify documents |
| `DocumentIntelligenceAdministrationClient` | Build/manage custom models and classifiers |

## Prebuilt Models

| Model ID | Description |
|----------|-------------|
| `prebuilt-read` | Extract text, languages, handwriting |
| `prebuilt-layout` | Extract text, tables, selection marks, structure |
| `prebuilt-invoice` | Extract invoice fields (vendor, items, totals) |
| `prebuilt-receipt` | Extract receipt fields (merchant, items, total) |
| `prebuilt-idDocument` | Extract ID document fields (name, DOB, address) |
| `prebuilt-businessCard` | Extract business card fields |
| `prebuilt-tax.us.w2` | Extract W-2 tax form fields |
| `prebuilt-healthInsuranceCard.us` | Extract health insurance card fields |

## Core Workflows

### 1. Analyze Invoice

```csharp
using Azure.AI.DocumentIntelligence;

Uri invoiceUri = new Uri("https://example.com/invoice.pdf");

Operation<AnalyzeResult> operation = await client.AnalyzeDocumentAsync(
    WaitUntil.Completed, 
    "prebuilt-invoice", 
    invoiceUri);

AnalyzeResult result = operation.Value;

foreach (AnalyzedDocument document in result.Documents)
{
    if (document.Fields.TryGetValue("VendorName", out DocumentField vendorNameField)
        && vendorNameField.FieldType == DocumentFieldType.String)
    {
        string vendorName = vendorNameField.ValueString;
        Console.WriteLine($"Vendor Name: '{vendorName}', confidence: {vendorNameField.Confidence}");
    }

    if (document.Fields.TryGetValue("InvoiceTotal", out DocumentField invoiceTotalField)
        && invoiceTotalField.FieldType == DocumentFieldType.Currency)
    {
        CurrencyValue invoiceTotal = invoiceTotalField.ValueCurrency;
        Console.WriteLine($"Invoice Total: '{invoiceTotal.CurrencySymbol}{invoiceTotal.Amount}'");
    }
    
    // Extract line items
    if (document.Fields.TryGetValue("Items", out DocumentField itemsField)
        && itemsField.FieldType == DocumentFieldType.List)
    {
        foreach (DocumentField item in itemsField.ValueList)
        {
            var itemFields = item.ValueDictionary;
            if (itemFields.TryGetValue("Description", out DocumentField descField))
                Console.WriteLine($"  Item: {descField.ValueString}");
        }
    }
}
```

### 2. Extract Layout (Text, Tables, Structure)

```csharp
Uri fileUri = new Uri("https://example.com/document.pdf");

Operation<AnalyzeResult> operation = await client.AnalyzeDocumentAsync(
    WaitUntil.Completed, 
    "prebuilt-layout", 
    fileUri);

AnalyzeResult result = operation.Value;

// Extract text by page
foreach (DocumentPage page in result.Pages)
{
    Console.WriteLine($"Page {page.PageNumber}: {page.Lines.Count} lines, {page.Words.Count} words");
    
    foreach (DocumentLine line in page.Lines)
    {
        Console.WriteLine($"  Line: '{line.Content}'");
    }
}

// Extract tables
foreach (DocumentTable table in result.Tables)
{
    Console.WriteLine($"Table: {table.RowCount} rows x {table.ColumnCount} columns");
    foreach (DocumentTableCell cell in table.Cells)
    {
        Console.WriteLine($"  Cell ({cell.RowIndex}, {cell.ColumnIndex}): {cell.Content}");
    }
}
```

### 3. Analyze Receipt

```csharp
Operation<AnalyzeResult> operation = await client.AnalyzeDocumentAsync(
    WaitUntil.Completed, 
    "prebuilt-receipt", 
    receiptUri);

AnalyzeResult result = operation.Value;

foreach (AnalyzedDocument document in result.Documents)
{
    if (document.Fields.TryGetValue("MerchantName", out DocumentField merchantField))
        Console.WriteLine($"Merchant: {merchantField.ValueString}");
        
    if (document.Fields.TryGetValue("Total", out DocumentField totalField))
        Console.WriteLine($"Total: {totalField.ValueCurrency.Amount}");
        
    if (document.Fields.TryGetValue("TransactionDate", out DocumentField dateField))
        Console.WriteLine($"Date: {dateField.ValueDate}");
}
```

### 4. Build Custom Model

```csharp
var adminClient = new DocumentIntelligenceAdministrationClient(
    new Uri(endpoint), 
    new AzureKeyCredential(apiKey));

string modelId = "my-custom-model";
Uri blobContainerUri = new Uri("<blob-container-sas-url>");

var blobSource = new BlobContentSource(blobContainerUri);
var options = new BuildDocumentModelOptions(modelId, DocumentBuildMode.Template, blobSource);

Operation<DocumentModelDetails> operation = await adminClient.BuildDocumentModelAsync(
    WaitUntil.Completed, 
    options);

DocumentModelDetails model = operation.Value;

Console.WriteLine($"Model ID: {model.ModelId}");
Console.WriteLine($"Created: {model.CreatedOn}");

foreach (var docType in model.DocumentTypes)
{
    Console.WriteLine($"Document type: {docType.Key}");
    foreach (var field in docType.Value.FieldSchema)
    {
        Console.WriteLine($"  Field: {field.Key}, Confidence: {docType.Value.FieldConfidence[field.Key]}");
    }
}
```

### 5. Build Document Classifier

```csharp
string classifierId = "my-classifier";
Uri blobContainerUri = new Uri("<blob-container-sas-url>");

var sourceA = new BlobContentSource(blobContainerUri) { Prefix = "TypeA/train" };
var sourceB = new BlobContentSource(blobContainerUri) { Prefix = "TypeB/train" };

var docTypes = new Dictionary<string, ClassifierDocumentTypeDetails>()
{
    { "TypeA", new ClassifierDocumentTypeDetails(sourceA) },
    { "TypeB", new ClassifierDocumentTypeDetails(sourceB) }
};

var options = new BuildClassifierOptions(classifierId, docTypes);

Operation<DocumentClassifierDetails> operation = await adminClient.BuildClassifierAsync(
    WaitUntil.Completed, 
    options);

DocumentClassifierDetails classifier = operation.Value;
Console.WriteLine($"Classifier ID: {classifier.ClassifierId}");
```

### 6. Classify Document

```csharp
string classifierId = "my-classifier";
Uri documentUri = new Uri("https://example.com/document.pdf");

var options = new ClassifyDocumentOptions(classifierId, documentUri);

Operation<AnalyzeResult> operation = await client.ClassifyDocumentAsync(
    WaitUntil.Completed, 
    options);

AnalyzeResult result = operation.Value;

foreach (AnalyzedDocument document in result.Documents)
{
    Console.WriteLine($"Document type: {document.DocumentType}, confidence: {document.Confidence}");
}
```

### 7. Manage Models

```csharp
// Get resource details
DocumentIntelligenceResourceDetails resourceDetails = await adminClient.GetResourceDetailsAsync();
Console.WriteLine($"Custom models: {resourceDetails.CustomDocumentModels.Count}/{resourceDetails.CustomDocumentModels.Limit}");

// Get specific model
DocumentModelDetails model = await adminClient.GetModelAsync("my-model-id");
Console.WriteLine($"Model: {model.ModelId}, Created: {model.CreatedOn}");

// List models
await foreach (DocumentModelDetails modelItem in adminClient.GetModelsAsync())
{
    Console.WriteLine($"Model: {modelItem.ModelId}");
}

// Delete model
await adminClient.DeleteModelAsync("my-model-id");
```

## Key Types Reference

| Type | Description |
|------|-------------|
| `DocumentIntelligenceClient` | Main client for analysis |
| `DocumentIntelligenceAdministrationClient` | Model management |
| `AnalyzeResult` | Result of document analysis |
| `AnalyzedDocument` | Single document within result |
| `DocumentField` | Extracted field with value and confidence |
| `DocumentFieldType` | String, Date, Number, Currency, etc. |
| `DocumentPage` | Page info (lines, words, selection marks) |
| `DocumentTable` | Extracted table with cells |
| `DocumentModelDetails` | Custom model metadata |
| `BlobContentSource` | Training data source |

## Build Modes

| Mode | Use Case |
|------|----------|
| `DocumentBuildMode.Template` | Fixed layout documents (forms) |
| `DocumentBuildMode.Neural` | Variable layout documents |

## Best Practices

1. **Use DefaultAzureCredential** for production
2. **Reuse client instances** — clients are thread-safe
3. **Handle long-running operations** — Use `WaitUntil.Completed` for simplicity
4. **Check field confidence** — Always verify `Confidence` property
5. **Use appropriate model** — Prebuilt for common docs, custom for specialized
6. **Use custom subdomain** — Required for Entra ID authentication

## Error Handling

```csharp
using Azure;

try
{
    var operation = await client.AnalyzeDocumentAsync(
        WaitUntil.Completed, 
        "prebuilt-invoice", 
        documentUri);
}
catch (RequestFailedException ex)
{
    Console.WriteLine($"Error: {ex.Status} - {ex.Message}");
}
```

## Related SDKs

| SDK | Purpose | Install |
|-----|---------|---------|
| `Azure.AI.DocumentIntelligence` | Document analysis (this SDK) | `dotnet add package Azure.AI.DocumentIntelligence` |
| `Azure.AI.FormRecognizer` | Legacy SDK (deprecated) | Use DocumentIntelligence instead |

## Reference Links

| Resource | URL |
|----------|-----|
| NuGet Package | https://www.nuget.org/packages/Azure.AI.DocumentIntelligence |
| API Reference | https://learn.microsoft.com/dotnet/api/azure.ai.documentintelligence |
| GitHub Samples | https://github.com/Azure/azure-sdk-for-net/tree/main/sdk/documentintelligence/Azure.AI.DocumentIntelligence/samples |
| Document Intelligence Studio | https://documentintelligence.ai.azure.com/ |
| Prebuilt Models | https://aka.ms/azsdk/formrecognizer/models |

© Microsoft · MIT · microsoft/skills

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