Refactor docs: slim README, separate API reference
- Condensed README to ~190 lines (was 870+) - Moved full API reference to docs/API_REFERENCE.md - Added tools summary table with link to full docs - Removed redundant nested README 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Barry Walker
@@ -1,341 +0,0 @@
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# PaperlessMCP
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A Model Context Protocol (MCP) server that provides AI-first tooling for managing [Paperless-ngx](https://docs.paperless-ngx.com/) instances via the official REST API.
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## Features
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- **Full Document Management**: Search, upload, download, update, and delete documents
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- **Metadata Management**: CRUD operations for tags, correspondents, document types, storage paths, and custom fields
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- **Bulk Operations**: Batch updates and deletions with dry-run support
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- **Safety Guardrails**: Destructive operations require explicit confirmation
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- **Dual Transport**: Supports both HTTP (for remote access) and stdio (for local Claude Desktop)
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- **Structured Output**: All responses follow a consistent JSON envelope format
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## Requirements
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- [.NET 10 SDK](https://dotnet.microsoft.com/download/dotnet/10.0) (Preview)
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- A running [Paperless-ngx](https://docs.paperless-ngx.com/) instance
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- API token from your Paperless-ngx instance
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## Getting Started
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### Configuration
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Set the following environment variables:
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| Variable | Required | Default | Description |
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|----------|----------|---------|-------------|
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| `PAPERLESS_BASE_URL` | Yes | - | Base URL of your Paperless-ngx instance |
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| `PAPERLESS_API_TOKEN` | Yes | - | API token for authentication |
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| `MCP_LOG_LEVEL` | No | `Information` | Logging level |
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| `MAX_PAGE_SIZE` | No | `100` | Maximum page size for paginated requests |
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| `MCP_PORT` | No | `5000` | HTTP port for remote transport |
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### Getting an API Token
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1. Log into your Paperless-ngx instance
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2. Go to Settings > Administration
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3. Create a new API token or use an existing one
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### Running Locally (stdio transport)
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For use with Claude Desktop or other local MCP clients:
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```bash
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# Clone and build
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cd PaperlessMCP
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dotnet build
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# Run with stdio transport
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PAPERLESS_BASE_URL=https://your-instance.com \
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PAPERLESS_API_TOKEN=your-token \
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dotnet run -- --stdio
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```
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### Running as HTTP Server
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For remote access or containerized deployments:
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```bash
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# Run with HTTP transport (default)
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PAPERLESS_BASE_URL=https://your-instance.com \
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PAPERLESS_API_TOKEN=your-token \
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dotnet run
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```
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The MCP endpoint will be available at `http://localhost:5000/mcp`
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### Docker
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```bash
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# Using docker-compose
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echo "PAPERLESS_BASE_URL=https://your-instance.com" > .env
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echo "PAPERLESS_API_TOKEN=your-token" >> .env
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docker-compose up -d
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# Or build and run directly
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docker build -t paperless-mcp .
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docker run -p 5000:5000 \
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-e PAPERLESS_BASE_URL=https://your-instance.com \
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-e PAPERLESS_API_TOKEN=your-token \
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paperless-mcp
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```
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## Claude Desktop Configuration
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Add to your Claude Desktop MCP configuration (`~/.config/claude/claude_desktop_config.json` on macOS/Linux or `%APPDATA%\Claude\claude_desktop_config.json` on Windows):
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```json
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{
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"mcpServers": {
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"paperless": {
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"command": "dotnet",
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"args": ["run", "--project", "/path/to/PaperlessMCP", "--", "--stdio"],
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"env": {
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"PAPERLESS_BASE_URL": "https://your-paperless-instance.com",
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"PAPERLESS_API_TOKEN": "your-api-token"
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}
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}
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}
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}
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```
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## Available Tools
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### Health & Capability
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| Tool | Description |
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|------|-------------|
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| `paperless.ping` | Verify connectivity and authentication |
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| `paperless.capabilities` | List supported endpoints and features |
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### Documents
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| Tool | Description |
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|------|-------------|
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| `paperless.documents.search` | Full-text search with filters |
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| `paperless.documents.get` | Get document by ID |
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| `paperless.documents.download` | Get download URLs |
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| `paperless.documents.preview` | Get preview URL |
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| `paperless.documents.thumbnail` | Get thumbnail URL |
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| `paperless.documents.upload` | Upload new document |
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| `paperless.documents.update` | Update document metadata |
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| `paperless.documents.delete` | Delete document (requires confirmation) |
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| `paperless.documents.bulk_update` | Bulk operations (with dry-run) |
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| `paperless.documents.reprocess` | Reprocess document OCR |
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### Tags
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| Tool | Description |
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|------|-------------|
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| `paperless.tags.list` | List all tags |
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| `paperless.tags.get` | Get tag by ID |
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| `paperless.tags.create` | Create new tag |
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| `paperless.tags.update` | Update tag |
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| `paperless.tags.delete` | Delete tag (requires confirmation) |
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| `paperless.tags.bulk_delete` | Bulk delete tags |
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### Correspondents
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| Tool | Description |
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|------|-------------|
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| `paperless.correspondents.list` | List all correspondents |
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| `paperless.correspondents.get` | Get correspondent by ID |
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| `paperless.correspondents.create` | Create new correspondent |
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| `paperless.correspondents.update` | Update correspondent |
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| `paperless.correspondents.delete` | Delete correspondent (requires confirmation) |
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| `paperless.correspondents.bulk_delete` | Bulk delete correspondents |
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### Document Types
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| Tool | Description |
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|------|-------------|
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| `paperless.document_types.list` | List all document types |
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| `paperless.document_types.get` | Get document type by ID |
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| `paperless.document_types.create` | Create new document type |
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| `paperless.document_types.update` | Update document type |
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| `paperless.document_types.delete` | Delete document type (requires confirmation) |
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| `paperless.document_types.bulk_delete` | Bulk delete document types |
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### Storage Paths
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| Tool | Description |
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|------|-------------|
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| `paperless.storage_paths.list` | List all storage paths |
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| `paperless.storage_paths.get` | Get storage path by ID |
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| `paperless.storage_paths.create` | Create new storage path |
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| `paperless.storage_paths.update` | Update storage path |
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| `paperless.storage_paths.delete` | Delete storage path (requires confirmation) |
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| `paperless.storage_paths.bulk_delete` | Bulk delete storage paths |
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### Custom Fields
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| Tool | Description |
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|------|-------------|
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| `paperless.custom_fields.list` | List all custom field definitions |
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| `paperless.custom_fields.get` | Get custom field by ID |
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| `paperless.custom_fields.create` | Create new custom field |
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| `paperless.custom_fields.update` | Update custom field |
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| `paperless.custom_fields.delete` | Delete custom field (requires confirmation) |
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| `paperless.custom_fields.assign` | Assign field value to document |
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## Response Format
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All tools return responses in a consistent format:
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### Success Response
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```json
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{
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"ok": true,
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"result": { ... },
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"meta": {
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"request_id": "uuid",
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"page": 1,
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"page_size": 25,
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"total": 123,
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"next": null,
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"paperless_base_url": "https://your-instance.com"
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},
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"warnings": []
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}
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```
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### Error Response
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```json
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{
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"ok": false,
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"error": {
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"code": "NOT_FOUND",
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"message": "Document with ID 123 not found",
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"details": null
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},
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"meta": {
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"request_id": "uuid",
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"paperless_base_url": "https://your-instance.com"
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}
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}
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```
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### Error Codes
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| Code | Description |
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|------|-------------|
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| `AUTH_FAILED` | Authentication failed |
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| `NOT_FOUND` | Resource not found |
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| `VALIDATION` | Invalid input |
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| `UPSTREAM_ERROR` | Paperless API error |
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| `RATE_LIMIT` | Rate limited |
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| `CONFIRMATION_REQUIRED` | Destructive operation requires confirmation |
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| `UNKNOWN` | Unknown error |
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## Example Tool Calls
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### Search for Documents
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```json
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{
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"tool": "paperless.documents.search",
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"arguments": {
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"query": "invoice",
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"tags": "1,2",
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"correspondent": 5,
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"page": 1,
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"pageSize": 25
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}
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}
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```
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### Upload a Document
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```json
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{
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"tool": "paperless.documents.upload",
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"arguments": {
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"fileContent": "base64-encoded-content",
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"fileName": "invoice.pdf",
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"title": "January Invoice",
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"tags": "1,3",
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"correspondent": 5
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}
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}
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```
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### Bulk Add Tag (Dry Run)
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```json
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{
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"tool": "paperless.documents.bulk_update",
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"arguments": {
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"documentIds": "1,2,3,4,5",
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"operation": "add_tag",
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"value": 10,
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"dryRun": true,
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"confirm": false
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}
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}
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```
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### Bulk Add Tag (Execute)
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```json
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{
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"tool": "paperless.documents.bulk_update",
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"arguments": {
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"documentIds": "1,2,3,4,5",
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"operation": "add_tag",
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"value": 10,
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"dryRun": false,
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"confirm": true
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}
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}
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```
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### Delete Document with Confirmation
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```json
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{
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"tool": "paperless.documents.delete",
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"arguments": {
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"id": 123,
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"confirm": true
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}
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}
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```
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## Testing with curl
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### Test HTTP endpoint
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```bash
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# Check if server is running
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curl http://localhost:5000/mcp
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# The MCP protocol uses JSON-RPC, so you'd typically
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# connect using an MCP client rather than raw curl
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```
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## Development
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```bash
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# Restore dependencies
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dotnet restore
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# Build
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dotnet build
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# Run tests (if any)
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dotnet test
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# Run in development mode
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dotnet run
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```
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## License
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MIT
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## Contributing
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Contributions are welcome! Please feel free to submit issues and pull requests.
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@@ -7,11 +7,10 @@
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[](https://dotnet.microsoft.com/)
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[](https://opensource.org/licenses/MIT)
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[](https://modelcontextprotocol.io/)
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[](https://github.com/)
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*Seamlessly integrate your Paperless-ngx document management system with Claude via the Model Context Protocol*
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[Features](#-features) • [Installation](#-installation) • [Configuration](#-configuration) • [Usage](#-usage) • [API Reference](#-api-reference) • [Contributing](#-contributing)
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[Features](#-features) • [Installation](#-installation) • [Configuration](#-configuration) • [API Reference](docs/API_REFERENCE.md) • [Contributing](#-contributing)
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</div>
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@@ -19,7 +18,7 @@
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## 🎯 Overview
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PaperlessMCP is a powerful Model Context Protocol (MCP) server that bridges [Paperless-ngx](https://github.com/paperless-ngx/paperless-ngx) with AI assistants like Claude. It provides comprehensive document management capabilities through a modern, type-safe .NET implementation with built-in retry logic and error handling.
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PaperlessMCP is a Model Context Protocol (MCP) server that bridges [Paperless-ngx](https://github.com/paperless-ngx/paperless-ngx) with AI assistants like Claude. It provides comprehensive document management capabilities through a modern, type-safe .NET implementation.
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### What is MCP?
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@@ -29,27 +28,16 @@ The [Model Context Protocol](https://modelcontextprotocol.io/) enables AI models
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## ✨ Features
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### 📚 Document Operations
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- **Search & Discovery** - Full-text search with advanced filtering (tags, dates, correspondents, types)
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- **Document Management** - Create, read, update, delete documents with metadata
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- **Bulk Operations** - Process multiple documents at once (add/remove tags, set properties, reprocess)
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- **File Uploads** - Support for base64 content or local file paths with automatic retries
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- **Download URLs** - Get preview, thumbnail, and original file URLs
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| Category | Capabilities |
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|----------|-------------|
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| **Documents** | Search, upload, download, update, delete, bulk operations, reprocess OCR |
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| **Tags** | Create, manage, auto-tagging rules, bulk delete |
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| **Correspondents** | Track document sources with auto-assignment |
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| **Document Types** | Classify documents with custom types |
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| **Storage Paths** | Organize files with template-based paths |
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| **Custom Fields** | Define metadata fields (string, date, boolean, monetary, etc.) |
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### 🏷️ Metadata Management
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- **Tags** - Create, organize, and manage document tags with auto-tagging rules
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- **Correspondents** - Track document sources and senders
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- **Document Types** - Classify documents with custom types
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- **Storage Paths** - Organize files with template-based storage paths
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- **Custom Fields** - Define and assign custom metadata fields (string, date, boolean, monetary, etc.)
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### 🔧 Developer Features
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- **Dual Transport** - Supports both stdio (Claude Desktop) and HTTP transports
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- **Pagination** - Efficient handling of large datasets with configurable page sizes
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- **Dry Run Mode** - Preview destructive operations before execution
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- **Retry Logic** - Built-in exponential backoff for transient failures
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- **Health Checks** - Verify connectivity and discover API capabilities
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- **Comprehensive Tests** - Full test suite with 100% coverage
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**Developer Features:** Dual transport (stdio/HTTP), pagination, dry-run mode, retry logic, comprehensive tests
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|
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---
|
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@@ -57,664 +45,98 @@ The [Model Context Protocol](https://modelcontextprotocol.io/) enables AI models
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### Prerequisites
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||||
|
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- [.NET 10 SDK](https://dotnet.microsoft.com/download/dotnet/10.0) (or later)
|
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- [.NET 10 SDK](https://dotnet.microsoft.com/download/dotnet/10.0)
|
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- A running [Paperless-ngx](https://github.com/paperless-ngx/paperless-ngx) instance
|
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- Paperless-ngx API token ([How to get one](https://docs.paperless-ngx.com/api/#authorization))
|
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|
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### Method 1: Clone and Build
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### Quick Start
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```bash
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# Clone the repository
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git clone https://github.com/barryw/PaperlessMCP.git
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cd PaperlessMCP
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# Build the project
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dotnet build
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# Run tests (optional)
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dotnet test
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```
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### Method 2: Docker
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### Claude Desktop Integration
|
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|
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```bash
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# Build the Docker image
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docker build -t paperless-mcp ./PaperlessMCP
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Add to your Claude Desktop config (`~/Library/Application Support/Claude/claude_desktop_config.json` on macOS):
|
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|
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# Run with environment variables
|
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docker run -d \
|
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-e PAPERLESS_BASE_URL=https://your-paperless-instance.com \
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-e PAPERLESS_API_TOKEN=your-token-here \
|
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-p 5000:5000 \
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paperless-mcp
|
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```
|
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|
||||
### Method 3: Claude Desktop Integration
|
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|
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1. Build the project:
|
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```bash
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cd PaperlessMCP
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dotnet build -c Release
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```
|
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|
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2. Add to your Claude Desktop configuration (`claude_desktop_config.json`):
|
||||
|
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**macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
|
||||
|
||||
**Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
|
||||
|
||||
```json
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{
|
||||
```json
|
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{
|
||||
"mcpServers": {
|
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"paperless": {
|
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"command": "dotnet",
|
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"args": [
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"run",
|
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"--project",
|
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"/absolute/path/to/PaperlessMCP/PaperlessMCP",
|
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"--",
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"--stdio"
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],
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"args": ["run", "--project", "/path/to/PaperlessMCP/PaperlessMCP", "--", "--stdio"],
|
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"env": {
|
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"PAPERLESS_BASE_URL": "https://your-paperless-instance.com",
|
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"PAPERLESS_API_TOKEN": "your-token-here"
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
```
|
||||
}
|
||||
```
|
||||
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||||
3. Restart Claude Desktop
|
||||
### Docker
|
||||
|
||||
```bash
|
||||
docker build -t paperless-mcp ./PaperlessMCP
|
||||
docker run -e PAPERLESS_BASE_URL=https://... -e PAPERLESS_API_TOKEN=... -p 5000:5000 paperless-mcp
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## ⚙️ Configuration
|
||||
|
||||
### Environment Variables
|
||||
| Variable | Required | Default | Description |
|
||||
|----------|----------|---------|-------------|
|
||||
| `PAPERLESS_BASE_URL` | Yes | - | Base URL of your Paperless-ngx instance |
|
||||
| `PAPERLESS_API_TOKEN` | Yes | - | API authentication token |
|
||||
| `MAX_PAGE_SIZE` | No | 100 | Maximum items per page |
|
||||
| `MCP_PORT` | No | 5000 | HTTP server port (HTTP mode only) |
|
||||
|
||||
PaperlessMCP supports multiple configuration methods. Environment variables take precedence over `appsettings.json`.
|
||||
|
||||
| Variable | Aliases | Required | Default | Description |
|
||||
|----------|---------|----------|---------|-------------|
|
||||
| `PAPERLESS_BASE_URL` | `PAPERLESS_URL` | ✅ Yes | - | Base URL of your Paperless-ngx instance |
|
||||
| `PAPERLESS_API_TOKEN` | `PAPERLESS_TOKEN` | ✅ Yes | - | API authentication token |
|
||||
| `MAX_PAGE_SIZE` | - | ❌ No | `100` | Maximum items per page for paginated requests |
|
||||
| `MCP_PORT` | - | ❌ No | `5000` | HTTP server port (HTTP mode only) |
|
||||
|
||||
### appsettings.json
|
||||
|
||||
Alternatively, configure via `appsettings.json`:
|
||||
|
||||
```json
|
||||
{
|
||||
"Paperless": {
|
||||
"BaseUrl": "https://your-paperless-instance.com",
|
||||
"ApiToken": "your-token-here",
|
||||
"MaxPageSize": 100
|
||||
},
|
||||
"Mcp": {
|
||||
"Port": 5000
|
||||
},
|
||||
"Logging": {
|
||||
"LogLevel": {
|
||||
"Default": "Information",
|
||||
"ModelContextProtocol": "Debug"
|
||||
}
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Transport Modes
|
||||
|
||||
- **stdio mode** (for Claude Desktop): `dotnet run -- --stdio`
|
||||
- **HTTP mode** (for remote access): `dotnet run` (default)
|
||||
**Transport Modes:**
|
||||
- `dotnet run -- --stdio` — For Claude Desktop
|
||||
- `dotnet run` — HTTP mode at `http://localhost:5000/mcp`
|
||||
|
||||
---
|
||||
|
||||
## 💻 Usage
|
||||
|
||||
### With Claude Desktop
|
||||
|
||||
Once configured, simply ask Claude to interact with your documents:
|
||||
Once configured, ask Claude to interact with your documents:
|
||||
|
||||
```
|
||||
"Search for all invoices from 2024"
|
||||
"Upload this PDF to Paperless and tag it as 'Receipt'"
|
||||
"Show me documents with the tag 'Important' that have no correspondent"
|
||||
"Upload this PDF and tag it as 'Receipt'"
|
||||
"Show me documents tagged 'Important' with no correspondent"
|
||||
"Create a new tag called 'Urgent' with a red color"
|
||||
```
|
||||
|
||||
### HTTP Endpoint
|
||||
|
||||
When running in HTTP mode, the MCP endpoint is available at:
|
||||
|
||||
```
|
||||
http://localhost:5000/mcp
|
||||
```
|
||||
|
||||
### Running the Server
|
||||
|
||||
```bash
|
||||
# Stdio mode (Claude Desktop)
|
||||
dotnet run --project PaperlessMCP/PaperlessMCP -- --stdio
|
||||
|
||||
# HTTP mode (remote access)
|
||||
dotnet run --project PaperlessMCP/PaperlessMCP
|
||||
|
||||
# Docker
|
||||
docker run -e PAPERLESS_BASE_URL=... -e PAPERLESS_API_TOKEN=... -p 5000:5000 paperless-mcp
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 📖 API Reference
|
||||
|
||||
### Health & Capabilities
|
||||
|
||||
#### `paperless.ping`
|
||||
Verify connectivity and authentication with Paperless-ngx.
|
||||
|
||||
**Returns:** Connection status and server version
|
||||
|
||||
#### `paperless.capabilities`
|
||||
Return supported API endpoints and detected Paperless-ngx version information.
|
||||
|
||||
**Returns:** Available endpoints, bulk operations, and server capabilities
|
||||
|
||||
---
|
||||
|
||||
### Document Operations
|
||||
|
||||
#### `paperless.documents.search`
|
||||
Search for documents with full-text search and filters.
|
||||
|
||||
**Parameters:**
|
||||
- `query` (string, optional) - Full-text search query
|
||||
- `tags` (string, optional) - Filter by tag IDs (comma-separated)
|
||||
- `tagsExclude` (string, optional) - Exclude tag IDs (comma-separated)
|
||||
- `correspondent` (int, optional) - Filter by correspondent ID
|
||||
- `documentType` (int, optional) - Filter by document type ID
|
||||
- `storagePath` (int, optional) - Filter by storage path ID
|
||||
- `createdAfter` (string, optional) - Filter by creation date (YYYY-MM-DD)
|
||||
- `createdBefore` (string, optional) - Filter by creation date (YYYY-MM-DD)
|
||||
- `addedAfter` (string, optional) - Filter by added date (YYYY-MM-DD)
|
||||
- `addedBefore` (string, optional) - Filter by added date (YYYY-MM-DD)
|
||||
- `archiveSerialNumber` (int, optional) - Filter by archive serial number
|
||||
- `page` (int, default: 1) - Page number
|
||||
- `pageSize` (int, default: 25, max: 100) - Results per page
|
||||
- `ordering` (string, optional) - Sort field (e.g., 'created', '-created', 'title')
|
||||
- `includeContent` (bool, default: false) - Include document content in results
|
||||
- `contentMaxLength` (int, default: 500) - Max content length when `includeContent=true`
|
||||
|
||||
**Returns:** Paginated list of document summaries
|
||||
|
||||
#### `paperless.documents.get`
|
||||
Get a document by its ID.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
|
||||
**Returns:** Complete document details including content
|
||||
|
||||
#### `paperless.documents.download`
|
||||
Get download URLs for a document's original file, preview, and thumbnail.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
|
||||
**Returns:** Object with download URLs (`original_url`, `preview_url`, `thumbnail_url`)
|
||||
|
||||
#### `paperless.documents.preview`
|
||||
Get the preview URL for a document.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
|
||||
**Returns:** Preview URL
|
||||
|
||||
#### `paperless.documents.thumbnail`
|
||||
Get the thumbnail URL for a document.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
|
||||
**Returns:** Thumbnail URL
|
||||
|
||||
#### `paperless.documents.upload`
|
||||
Upload a new document to Paperless-ngx via base64-encoded content.
|
||||
|
||||
**Parameters:**
|
||||
- `fileContent` (string, required) - Base64-encoded file content
|
||||
- `fileName` (string, required) - Original filename with extension
|
||||
- `title` (string, optional) - Document title
|
||||
- `correspondent` (int, optional) - Correspondent ID
|
||||
- `documentType` (int, optional) - Document type ID
|
||||
- `storagePath` (int, optional) - Storage path ID
|
||||
- `tags` (string, optional) - Tag IDs (comma-separated)
|
||||
- `archiveSerialNumber` (int, optional) - Archive serial number
|
||||
- `created` (string, optional) - Created date (YYYY-MM-DD)
|
||||
|
||||
**Returns:** Task ID and upload status
|
||||
|
||||
**Note:** For large files, use `paperless.documents.upload_from_path` instead.
|
||||
|
||||
#### `paperless.documents.upload_from_path`
|
||||
Upload a document from a local file path. More reliable for large files.
|
||||
|
||||
**Parameters:**
|
||||
- `filePath` (string, required) - Absolute path to the file
|
||||
- `title` (string, optional) - Document title (defaults to filename)
|
||||
- `correspondent` (int, optional) - Correspondent ID
|
||||
- `documentType` (int, optional) - Document type ID
|
||||
- `storagePath` (int, optional) - Storage path ID
|
||||
- `tags` (string, optional) - Tag IDs (comma-separated)
|
||||
- `archiveSerialNumber` (int, optional) - Archive serial number
|
||||
- `created` (string, optional) - Created date (YYYY-MM-DD)
|
||||
|
||||
**Returns:** Task ID, upload status, and file information
|
||||
|
||||
**Features:** Supports `~/` expansion, automatic retries, file validation
|
||||
|
||||
#### `paperless.documents.update`
|
||||
Update document metadata.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
- `title` (string, optional) - New title
|
||||
- `correspondent` (int, optional) - Correspondent ID (use -1 to clear)
|
||||
- `documentType` (int, optional) - Document type ID (use -1 to clear)
|
||||
- `storagePath` (int, optional) - Storage path ID (use -1 to clear)
|
||||
- `tags` (string, optional) - Tag IDs to set (comma-separated)
|
||||
- `archiveSerialNumber` (int, optional) - Archive serial number
|
||||
- `created` (string, optional) - Created date (YYYY-MM-DD)
|
||||
|
||||
**Returns:** Updated document
|
||||
|
||||
#### `paperless.documents.delete`
|
||||
Delete a document. Requires explicit confirmation.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm deletion
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
**Safety:** Without `confirm=true`, returns a dry-run preview showing what would be deleted.
|
||||
|
||||
#### `paperless.documents.bulk_update`
|
||||
Perform bulk operations on multiple documents.
|
||||
|
||||
**Parameters:**
|
||||
- `documentIds` (string, required) - Document IDs (comma-separated)
|
||||
- `operation` (string, required) - Operation: `add_tag`, `remove_tag`, `set_correspondent`, `set_document_type`, `set_storage_path`, `delete`, `reprocess`
|
||||
- `value` (int, optional) - Parameter value (e.g., tag ID, correspondent ID)
|
||||
- `dryRun` (bool, default: true) - Preview changes without applying
|
||||
- `confirm` (bool, default: false) - Must be true to execute
|
||||
|
||||
**Returns:** Affected document IDs and operation status
|
||||
|
||||
**Safety:** Defaults to dry-run mode to prevent accidental changes.
|
||||
|
||||
#### `paperless.documents.reprocess`
|
||||
Reprocess a document's OCR and content extraction.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm reprocessing
|
||||
|
||||
**Returns:** Processing status
|
||||
|
||||
---
|
||||
|
||||
### Tag Operations
|
||||
|
||||
#### `paperless.tags.list`
|
||||
List all tags with pagination.
|
||||
|
||||
**Parameters:**
|
||||
- `page` (int, default: 1) - Page number
|
||||
- `pageSize` (int, default: 25, max: 100) - Results per page
|
||||
- `ordering` (string, optional) - Sort field (e.g., 'name', '-document_count')
|
||||
|
||||
**Returns:** Paginated list of tags
|
||||
|
||||
#### `paperless.tags.get`
|
||||
Get a tag by its ID.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Tag ID
|
||||
|
||||
**Returns:** Tag details
|
||||
|
||||
#### `paperless.tags.create`
|
||||
Create a new tag.
|
||||
|
||||
**Parameters:**
|
||||
- `name` (string, required) - Tag name
|
||||
- `color` (string, optional) - Hex color (e.g., '#ff0000')
|
||||
- `match` (string, optional) - Match pattern for auto-tagging
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm (0=None, 1=Any, 2=All, 3=Literal, 4=Regex, 5=Fuzzy, 6=Auto)
|
||||
- `isInboxTag` (bool, optional) - Mark as inbox tag
|
||||
|
||||
**Returns:** Created tag
|
||||
|
||||
#### `paperless.tags.update`
|
||||
Update an existing tag.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Tag ID
|
||||
- `name` (string, optional) - New name
|
||||
- `color` (string, optional) - Hex color
|
||||
- `match` (string, optional) - Match pattern
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm
|
||||
- `isInboxTag` (bool, optional) - Inbox tag status
|
||||
|
||||
**Returns:** Updated tag
|
||||
|
||||
#### `paperless.tags.delete`
|
||||
Delete a tag. Requires explicit confirmation.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Tag ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm deletion
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
#### `paperless.tags.bulk_delete`
|
||||
Delete multiple tags.
|
||||
|
||||
**Parameters:**
|
||||
- `tagIds` (string, required) - Tag IDs (comma-separated)
|
||||
- `dryRun` (bool, default: true) - Preview changes without applying
|
||||
- `confirm` (bool, default: false) - Must be true to execute
|
||||
|
||||
**Returns:** Affected tag IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
### Correspondent Operations
|
||||
|
||||
#### `paperless.correspondents.list`
|
||||
List all correspondents with pagination.
|
||||
|
||||
**Parameters:**
|
||||
- `page` (int, default: 1) - Page number
|
||||
- `pageSize` (int, default: 25, max: 100) - Results per page
|
||||
- `ordering` (string, optional) - Sort field (e.g., 'name', '-document_count', 'last_correspondence')
|
||||
|
||||
**Returns:** Paginated list of correspondents
|
||||
|
||||
#### `paperless.correspondents.get`
|
||||
Get a correspondent by its ID.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Correspondent ID
|
||||
|
||||
**Returns:** Correspondent details
|
||||
|
||||
#### `paperless.correspondents.create`
|
||||
Create a new correspondent.
|
||||
|
||||
**Parameters:**
|
||||
- `name` (string, required) - Correspondent name
|
||||
- `match` (string, optional) - Match pattern for auto-assignment
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm (0=None, 1=Any, 2=All, 3=Literal, 4=Regex, 5=Fuzzy, 6=Auto)
|
||||
|
||||
**Returns:** Created correspondent
|
||||
|
||||
#### `paperless.correspondents.update`
|
||||
Update an existing correspondent.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Correspondent ID
|
||||
- `name` (string, optional) - New name
|
||||
- `match` (string, optional) - Match pattern
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm
|
||||
|
||||
**Returns:** Updated correspondent
|
||||
|
||||
#### `paperless.correspondents.delete`
|
||||
Delete a correspondent. Requires explicit confirmation.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Correspondent ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm deletion
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
#### `paperless.correspondents.bulk_delete`
|
||||
Delete multiple correspondents.
|
||||
|
||||
**Parameters:**
|
||||
- `correspondentIds` (string, required) - Correspondent IDs (comma-separated)
|
||||
- `dryRun` (bool, default: true) - Preview changes without applying
|
||||
- `confirm` (bool, default: false) - Must be true to execute
|
||||
|
||||
**Returns:** Affected correspondent IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
### Document Type Operations
|
||||
|
||||
#### `paperless.document_types.list`
|
||||
List all document types with pagination.
|
||||
|
||||
**Parameters:**
|
||||
- `page` (int, default: 1) - Page number
|
||||
- `pageSize` (int, default: 25, max: 100) - Results per page
|
||||
- `ordering` (string, optional) - Sort field (e.g., 'name', '-document_count')
|
||||
|
||||
**Returns:** Paginated list of document types
|
||||
|
||||
#### `paperless.document_types.get`
|
||||
Get a document type by its ID.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document type ID
|
||||
|
||||
**Returns:** Document type details
|
||||
|
||||
#### `paperless.document_types.create`
|
||||
Create a new document type.
|
||||
|
||||
**Parameters:**
|
||||
- `name` (string, required) - Document type name
|
||||
- `match` (string, optional) - Match pattern for auto-assignment
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm (0=None, 1=Any, 2=All, 3=Literal, 4=Regex, 5=Fuzzy, 6=Auto)
|
||||
|
||||
**Returns:** Created document type
|
||||
|
||||
#### `paperless.document_types.update`
|
||||
Update an existing document type.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document type ID
|
||||
- `name` (string, optional) - New name
|
||||
- `match` (string, optional) - Match pattern
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm
|
||||
|
||||
**Returns:** Updated document type
|
||||
|
||||
#### `paperless.document_types.delete`
|
||||
Delete a document type. Requires explicit confirmation.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Document type ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm deletion
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
#### `paperless.document_types.bulk_delete`
|
||||
Delete multiple document types.
|
||||
|
||||
**Parameters:**
|
||||
- `documentTypeIds` (string, required) - Document type IDs (comma-separated)
|
||||
- `dryRun` (bool, default: true) - Preview changes without applying
|
||||
- `confirm` (bool, default: false) - Must be true to execute
|
||||
|
||||
**Returns:** Affected document type IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
### Storage Path Operations
|
||||
|
||||
#### `paperless.storage_paths.list`
|
||||
List all storage paths with pagination.
|
||||
|
||||
**Parameters:**
|
||||
- `page` (int, default: 1) - Page number
|
||||
- `pageSize` (int, default: 25, max: 100) - Results per page
|
||||
- `ordering` (string, optional) - Sort field (e.g., 'name', '-document_count')
|
||||
|
||||
**Returns:** Paginated list of storage paths
|
||||
|
||||
#### `paperless.storage_paths.get`
|
||||
Get a storage path by its ID.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Storage path ID
|
||||
|
||||
**Returns:** Storage path details
|
||||
|
||||
#### `paperless.storage_paths.create`
|
||||
Create a new storage path.
|
||||
|
||||
**Parameters:**
|
||||
- `name` (string, required) - Storage path name
|
||||
- `path` (string, required) - Path template (e.g., `{correspondent}/{document_type}`)
|
||||
- `match` (string, optional) - Match pattern for auto-assignment
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm (0=None, 1=Any, 2=All, 3=Literal, 4=Regex, 5=Fuzzy, 6=Auto)
|
||||
|
||||
**Returns:** Created storage path
|
||||
|
||||
#### `paperless.storage_paths.update`
|
||||
Update an existing storage path.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Storage path ID
|
||||
- `name` (string, optional) - New name
|
||||
- `path` (string, optional) - Path template
|
||||
- `match` (string, optional) - Match pattern
|
||||
- `matchingAlgorithm` (int, optional) - Matching algorithm
|
||||
|
||||
**Returns:** Updated storage path
|
||||
|
||||
#### `paperless.storage_paths.delete`
|
||||
Delete a storage path. Requires explicit confirmation.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Storage path ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm deletion
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
#### `paperless.storage_paths.bulk_delete`
|
||||
Delete multiple storage paths.
|
||||
|
||||
**Parameters:**
|
||||
- `storagePathIds` (string, required) - Storage path IDs (comma-separated)
|
||||
- `dryRun` (bool, default: true) - Preview changes without applying
|
||||
- `confirm` (bool, default: false) - Must be true to execute
|
||||
|
||||
**Returns:** Affected storage path IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
### Custom Field Operations
|
||||
|
||||
#### `paperless.custom_fields.list`
|
||||
List all custom field definitions with pagination.
|
||||
|
||||
**Parameters:**
|
||||
- `page` (int, default: 1) - Page number
|
||||
- `pageSize` (int, default: 25, max: 100) - Results per page
|
||||
|
||||
**Returns:** Paginated list of custom field definitions
|
||||
|
||||
#### `paperless.custom_fields.get`
|
||||
Get a custom field definition by its ID.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Custom field ID
|
||||
|
||||
**Returns:** Custom field details
|
||||
|
||||
#### `paperless.custom_fields.create`
|
||||
Create a new custom field definition.
|
||||
|
||||
**Parameters:**
|
||||
- `name` (string, required) - Custom field name
|
||||
- `dataType` (string, required) - Data type: `string`, `url`, `date`, `boolean`, `integer`, `float`, `monetary`, `documentlink`, `select`
|
||||
- `selectOptions` (string, optional) - Select options (comma-separated, for 'select' type only)
|
||||
- `defaultCurrency` (string, optional) - Default currency (for 'monetary' type only)
|
||||
|
||||
**Returns:** Created custom field
|
||||
|
||||
#### `paperless.custom_fields.update`
|
||||
Update an existing custom field definition.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Custom field ID
|
||||
- `name` (string, optional) - New name
|
||||
- `selectOptions` (string, optional) - Select options (comma-separated)
|
||||
- `defaultCurrency` (string, optional) - Default currency
|
||||
|
||||
**Returns:** Updated custom field
|
||||
|
||||
#### `paperless.custom_fields.delete`
|
||||
Delete a custom field definition. Requires explicit confirmation.
|
||||
|
||||
**Parameters:**
|
||||
- `id` (int, required) - Custom field ID
|
||||
- `confirm` (bool, default: false) - Must be true to confirm deletion
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
#### `paperless.custom_fields.assign`
|
||||
Assign a custom field value to a document.
|
||||
|
||||
**Parameters:**
|
||||
- `documentId` (int, required) - Document ID
|
||||
- `fieldId` (int, required) - Custom field ID
|
||||
- `value` (string, required) - Value to assign (string, number, boolean, or date depending on field type)
|
||||
|
||||
**Returns:** Assignment status and assigned value
|
||||
PaperlessMCP provides **43+ MCP tools** across these categories:
|
||||
|
||||
| Category | Tools |
|
||||
|----------|-------|
|
||||
| Health | `ping`, `capabilities` |
|
||||
| Documents | `search`, `get`, `upload`, `upload_from_path`, `update`, `delete`, `bulk_update`, `download`, `preview`, `thumbnail`, `reprocess` |
|
||||
| Tags | `list`, `get`, `create`, `update`, `delete`, `bulk_delete` |
|
||||
| Correspondents | `list`, `get`, `create`, `update`, `delete`, `bulk_delete` |
|
||||
| Document Types | `list`, `get`, `create`, `update`, `delete`, `bulk_delete` |
|
||||
| Storage Paths | `list`, `get`, `create`, `update`, `delete`, `bulk_delete` |
|
||||
| Custom Fields | `list`, `get`, `create`, `update`, `delete`, `assign` |
|
||||
|
||||
**[📚 Full API Reference →](docs/API_REFERENCE.md)**
|
||||
|
||||
---
|
||||
|
||||
## 🛠️ Development
|
||||
|
||||
### Building from Source
|
||||
|
||||
```bash
|
||||
# Clone the repository
|
||||
git clone https://github.com/barryw/PaperlessMCP.git
|
||||
cd PaperlessMCP
|
||||
|
||||
# Restore dependencies
|
||||
dotnet restore
|
||||
|
||||
# Build
|
||||
dotnet build
|
||||
|
||||
# Run tests
|
||||
dotnet test
|
||||
|
||||
# Build for release
|
||||
dotnet build -c Release
|
||||
```
|
||||
|
||||
### Running Tests
|
||||
|
||||
```bash
|
||||
# Run all tests
|
||||
dotnet test
|
||||
|
||||
# Run tests with coverage
|
||||
dotnet test /p:CollectCoverage=true
|
||||
|
||||
# Run specific test file
|
||||
dotnet test --filter "FullyQualifiedName~DocumentToolsTests"
|
||||
dotnet restore # Restore dependencies
|
||||
dotnet build # Build
|
||||
dotnet test # Run tests
|
||||
```
|
||||
|
||||
### Project Structure
|
||||
@@ -723,144 +145,37 @@ dotnet test --filter "FullyQualifiedName~DocumentToolsTests"
|
||||
PaperlessMCP/
|
||||
├── PaperlessMCP/ # Main application
|
||||
│ ├── Client/ # Paperless API client
|
||||
│ │ ├── PaperlessClient.cs # Main API client implementation
|
||||
│ │ └── PaperlessAuthHandler.cs # Authentication handler
|
||||
│ ├── Configuration/ # Configuration options
|
||||
│ │ └── PaperlessOptions.cs # Connection configuration
|
||||
│ ├── Models/ # Data models
|
||||
│ │ ├── Common/ # Shared models
|
||||
│ │ ├── Documents/ # Document models
|
||||
│ │ ├── Tags/ # Tag models
|
||||
│ │ ├── Correspondents/ # Correspondent models
|
||||
│ │ ├── DocumentTypes/ # Document type models
|
||||
│ │ ├── StoragePaths/ # Storage path models
|
||||
│ │ └── CustomFields/ # Custom field models
|
||||
│ ├── Tools/ # MCP tool implementations
|
||||
│ │ ├── HealthTools.cs # Health checks
|
||||
│ │ ├── DocumentTools.cs # Document operations
|
||||
│ │ ├── TagTools.cs # Tag operations
|
||||
│ │ ├── CorrespondentTools.cs # Correspondent operations
|
||||
│ │ ├── DocumentTypeTools.cs # Document type operations
|
||||
│ │ ├── StoragePathTools.cs # Storage path operations
|
||||
│ │ └── CustomFieldTools.cs # Custom field operations
|
||||
│ ├── Program.cs # Application entry point
|
||||
│ ├── Dockerfile # Docker configuration
|
||||
│ └── appsettings.json # Default configuration
|
||||
│ └── Program.cs # Entry point
|
||||
├── PaperlessMCP.Tests/ # Test project
|
||||
│ ├── Client/ # Client tests
|
||||
│ ├── Tools/ # Tool tests
|
||||
│ └── Fixtures/ # Test fixtures
|
||||
└── PaperlessMCP.sln # Solution file
|
||||
└── docs/ # Documentation
|
||||
```
|
||||
|
||||
### Technology Stack
|
||||
|
||||
- **.NET 10** - Modern, cross-platform framework
|
||||
- **ModelContextProtocol 0.2.0-preview.1** - MCP server implementation
|
||||
- **Polly 8.5.2** - Resilience and transient fault handling
|
||||
- **xUnit** - Testing framework
|
||||
|
||||
---
|
||||
|
||||
## 🤝 Contributing
|
||||
|
||||
Contributions are welcome! Please feel free to submit a Pull Request. For major changes, please open an issue first to discuss what you would like to change.
|
||||
Contributions welcome! Please:
|
||||
|
||||
### Guidelines
|
||||
|
||||
1. **Fork the repository** and create your branch from `main`
|
||||
2. **Write tests** for any new functionality
|
||||
3. **Ensure all tests pass** with `dotnet test`
|
||||
4. **Follow the existing code style** and conventions
|
||||
5. **Update documentation** for any API changes
|
||||
6. **Submit a pull request** with a clear description of changes
|
||||
|
||||
### Development Setup
|
||||
|
||||
```bash
|
||||
# Fork and clone your fork
|
||||
git clone https://github.com/YOUR-USERNAME/PaperlessMCP.git
|
||||
cd PaperlessMCP
|
||||
|
||||
# Create a feature branch
|
||||
git checkout -b feature/your-feature-name
|
||||
|
||||
# Make changes and test
|
||||
dotnet test
|
||||
|
||||
# Commit and push
|
||||
git add .
|
||||
git commit -m "Add your feature"
|
||||
git push origin feature/your-feature-name
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🐛 Troubleshooting
|
||||
|
||||
### Common Issues
|
||||
|
||||
#### Connection Errors
|
||||
|
||||
**Problem:** "Failed to connect to Paperless instance"
|
||||
|
||||
**Solution:**
|
||||
- Verify `PAPERLESS_BASE_URL` is correct and accessible
|
||||
- Ensure your Paperless-ngx instance is running
|
||||
- Check network connectivity and firewall rules
|
||||
- Verify API endpoint: `curl https://your-instance/api/`
|
||||
|
||||
#### Authentication Errors
|
||||
|
||||
**Problem:** "401 Unauthorized"
|
||||
|
||||
**Solution:**
|
||||
- Verify your `PAPERLESS_API_TOKEN` is correct
|
||||
- Generate a new token in Paperless-ngx: Settings → API → Tokens
|
||||
- Ensure the token has necessary permissions
|
||||
|
||||
#### Upload Failures
|
||||
|
||||
**Problem:** Document uploads timeout or fail
|
||||
|
||||
**Solution:**
|
||||
- For large files, use `paperless.documents.upload_from_path` instead of base64 upload
|
||||
- Check file size limits in Paperless-ngx configuration
|
||||
- Verify disk space on Paperless-ngx server
|
||||
- Check Paperless-ngx logs for processing errors
|
||||
|
||||
#### Claude Desktop Integration
|
||||
|
||||
**Problem:** Server doesn't appear in Claude Desktop
|
||||
|
||||
**Solution:**
|
||||
- Verify JSON syntax in `claude_desktop_config.json`
|
||||
- Use absolute paths (no relative paths or `~`)
|
||||
- Restart Claude Desktop completely
|
||||
- Check Claude Desktop logs for errors
|
||||
1. Fork the repository
|
||||
2. Create a feature branch
|
||||
3. Write tests for new functionality
|
||||
4. Submit a pull request
|
||||
|
||||
---
|
||||
|
||||
## 📄 License
|
||||
|
||||
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
|
||||
MIT License - see [LICENSE](LICENSE) for details.
|
||||
|
||||
---
|
||||
|
||||
## 🙏 Acknowledgments
|
||||
|
||||
- [Paperless-ngx](https://github.com/paperless-ngx/paperless-ngx) - The excellent document management system
|
||||
- [Model Context Protocol](https://modelcontextprotocol.io/) - For the MCP specification
|
||||
- [Anthropic](https://www.anthropic.com/) - For Claude and the MCP implementation
|
||||
|
||||
---
|
||||
|
||||
## 📞 Support
|
||||
|
||||
- **Issues**: [GitHub Issues](https://github.com/barryw/PaperlessMCP/issues)
|
||||
- **Discussions**: [GitHub Discussions](https://github.com/barryw/PaperlessMCP/discussions)
|
||||
- **Paperless-ngx Docs**: [docs.paperless-ngx.com](https://docs.paperless-ngx.com/)
|
||||
- **MCP Docs**: [modelcontextprotocol.io](https://modelcontextprotocol.io/)
|
||||
- [Paperless-ngx](https://github.com/paperless-ngx/paperless-ngx)
|
||||
- [Model Context Protocol](https://modelcontextprotocol.io/)
|
||||
- [Anthropic](https://www.anthropic.com/)
|
||||
|
||||
---
|
||||
|
||||
@@ -868,6 +183,6 @@ This project is licensed under the MIT License - see the [LICENSE](LICENSE) file
|
||||
|
||||
**[⬆ back to top](#-paperlessmcp)**
|
||||
|
||||
Made with ❤️ for the Paperless-ngx and MCP communities
|
||||
Made with ❤️ for the Paperless-ngx community
|
||||
|
||||
</div>
|
||||
|
||||
@@ -0,0 +1,547 @@
|
||||
# PaperlessMCP API Reference
|
||||
|
||||
Complete reference for all MCP tools provided by PaperlessMCP.
|
||||
|
||||
## Table of Contents
|
||||
|
||||
- [Health & Capabilities](#health--capabilities)
|
||||
- [Document Operations](#document-operations)
|
||||
- [Tag Operations](#tag-operations)
|
||||
- [Correspondent Operations](#correspondent-operations)
|
||||
- [Document Type Operations](#document-type-operations)
|
||||
- [Storage Path Operations](#storage-path-operations)
|
||||
- [Custom Field Operations](#custom-field-operations)
|
||||
|
||||
---
|
||||
|
||||
## Health & Capabilities
|
||||
|
||||
### `paperless.ping`
|
||||
Verify connectivity and authentication with Paperless-ngx.
|
||||
|
||||
**Returns:** Connection status and server version
|
||||
|
||||
### `paperless.capabilities`
|
||||
Return supported API endpoints and detected Paperless-ngx version information.
|
||||
|
||||
**Returns:** Available endpoints, bulk operations, and server capabilities
|
||||
|
||||
---
|
||||
|
||||
## Document Operations
|
||||
|
||||
### `paperless.documents.search`
|
||||
Search for documents with full-text search and filters.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `query` | string | No | - | Full-text search query |
|
||||
| `tags` | string | No | - | Filter by tag IDs (comma-separated) |
|
||||
| `tagsExclude` | string | No | - | Exclude tag IDs (comma-separated) |
|
||||
| `correspondent` | int | No | - | Filter by correspondent ID |
|
||||
| `documentType` | int | No | - | Filter by document type ID |
|
||||
| `storagePath` | int | No | - | Filter by storage path ID |
|
||||
| `createdAfter` | string | No | - | Filter by creation date (YYYY-MM-DD) |
|
||||
| `createdBefore` | string | No | - | Filter by creation date (YYYY-MM-DD) |
|
||||
| `addedAfter` | string | No | - | Filter by added date (YYYY-MM-DD) |
|
||||
| `addedBefore` | string | No | - | Filter by added date (YYYY-MM-DD) |
|
||||
| `archiveSerialNumber` | int | No | - | Filter by archive serial number |
|
||||
| `page` | int | No | 1 | Page number |
|
||||
| `pageSize` | int | No | 25 | Results per page (max: 100) |
|
||||
| `ordering` | string | No | - | Sort field (e.g., 'created', '-created', 'title') |
|
||||
| `includeContent` | bool | No | false | Include document content in results |
|
||||
| `contentMaxLength` | int | No | 500 | Max content length when `includeContent=true` |
|
||||
|
||||
**Returns:** Paginated list of document summaries
|
||||
|
||||
### `paperless.documents.get`
|
||||
Get a document by its ID.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Document ID |
|
||||
|
||||
**Returns:** Complete document details including content
|
||||
|
||||
### `paperless.documents.download`
|
||||
Get download URLs for a document's original file, preview, and thumbnail.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Document ID |
|
||||
|
||||
**Returns:** Object with `original_url`, `preview_url`, `thumbnail_url`
|
||||
|
||||
### `paperless.documents.preview`
|
||||
Get the preview URL for a document.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Document ID |
|
||||
|
||||
**Returns:** Preview URL
|
||||
|
||||
### `paperless.documents.thumbnail`
|
||||
Get the thumbnail URL for a document.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Document ID |
|
||||
|
||||
**Returns:** Thumbnail URL
|
||||
|
||||
### `paperless.documents.upload`
|
||||
Upload a new document to Paperless-ngx via base64-encoded content.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `fileContent` | string | Yes | - | Base64-encoded file content |
|
||||
| `fileName` | string | Yes | - | Original filename with extension |
|
||||
| `title` | string | No | - | Document title |
|
||||
| `correspondent` | int | No | - | Correspondent ID |
|
||||
| `documentType` | int | No | - | Document type ID |
|
||||
| `storagePath` | int | No | - | Storage path ID |
|
||||
| `tags` | string | No | - | Tag IDs (comma-separated) |
|
||||
| `archiveSerialNumber` | int | No | - | Archive serial number |
|
||||
| `created` | string | No | - | Created date (YYYY-MM-DD) |
|
||||
|
||||
**Returns:** Task ID and upload status
|
||||
|
||||
> **Note:** For large files, use `paperless.documents.upload_from_path` instead.
|
||||
|
||||
### `paperless.documents.upload_from_path`
|
||||
Upload a document from a local file path. More reliable for large files.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `filePath` | string | Yes | - | Absolute path to the file |
|
||||
| `title` | string | No | filename | Document title |
|
||||
| `correspondent` | int | No | - | Correspondent ID |
|
||||
| `documentType` | int | No | - | Document type ID |
|
||||
| `storagePath` | int | No | - | Storage path ID |
|
||||
| `tags` | string | No | - | Tag IDs (comma-separated) |
|
||||
| `archiveSerialNumber` | int | No | - | Archive serial number |
|
||||
| `created` | string | No | - | Created date (YYYY-MM-DD) |
|
||||
|
||||
**Returns:** Task ID, upload status, and file information
|
||||
|
||||
**Features:** Supports `~/` expansion, automatic retries, file validation
|
||||
|
||||
### `paperless.documents.update`
|
||||
Update document metadata.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Document ID |
|
||||
| `title` | string | No | - | New title |
|
||||
| `correspondent` | int | No | - | Correspondent ID (use -1 to clear) |
|
||||
| `documentType` | int | No | - | Document type ID (use -1 to clear) |
|
||||
| `storagePath` | int | No | - | Storage path ID (use -1 to clear) |
|
||||
| `tags` | string | No | - | Tag IDs to set (comma-separated) |
|
||||
| `archiveSerialNumber` | int | No | - | Archive serial number |
|
||||
| `created` | string | No | - | Created date (YYYY-MM-DD) |
|
||||
|
||||
**Returns:** Updated document
|
||||
|
||||
### `paperless.documents.delete`
|
||||
Delete a document. Requires explicit confirmation.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Document ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm deletion |
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
> **Safety:** Without `confirm=true`, returns a dry-run preview showing what would be deleted.
|
||||
|
||||
### `paperless.documents.bulk_update`
|
||||
Perform bulk operations on multiple documents.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `documentIds` | string | Yes | - | Document IDs (comma-separated) |
|
||||
| `operation` | string | Yes | - | Operation: `add_tag`, `remove_tag`, `set_correspondent`, `set_document_type`, `set_storage_path`, `delete`, `reprocess` |
|
||||
| `value` | int | No | - | Parameter value (e.g., tag ID, correspondent ID) |
|
||||
| `dryRun` | bool | No | true | Preview changes without applying |
|
||||
| `confirm` | bool | No | false | Must be true to execute |
|
||||
|
||||
**Returns:** Affected document IDs and operation status
|
||||
|
||||
> **Safety:** Defaults to dry-run mode to prevent accidental changes.
|
||||
|
||||
### `paperless.documents.reprocess`
|
||||
Reprocess a document's OCR and content extraction.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Document ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm reprocessing |
|
||||
|
||||
**Returns:** Processing status
|
||||
|
||||
---
|
||||
|
||||
## Tag Operations
|
||||
|
||||
### `paperless.tags.list`
|
||||
List all tags with pagination.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `page` | int | No | 1 | Page number |
|
||||
| `pageSize` | int | No | 25 | Results per page (max: 100) |
|
||||
| `ordering` | string | No | - | Sort field (e.g., 'name', '-document_count') |
|
||||
|
||||
**Returns:** Paginated list of tags
|
||||
|
||||
### `paperless.tags.get`
|
||||
Get a tag by its ID.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Tag ID |
|
||||
|
||||
**Returns:** Tag details
|
||||
|
||||
### `paperless.tags.create`
|
||||
Create a new tag.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `name` | string | Yes | - | Tag name |
|
||||
| `color` | string | No | - | Hex color (e.g., '#ff0000') |
|
||||
| `match` | string | No | - | Match pattern for auto-tagging |
|
||||
| `matchingAlgorithm` | int | No | 0 | Matching algorithm (see below) |
|
||||
| `isInboxTag` | bool | No | false | Mark as inbox tag |
|
||||
|
||||
**Matching Algorithms:**
|
||||
- `0` - None
|
||||
- `1` - Any word
|
||||
- `2` - All words
|
||||
- `3` - Literal match
|
||||
- `4` - Regular expression
|
||||
- `5` - Fuzzy match
|
||||
- `6` - Auto
|
||||
|
||||
**Returns:** Created tag
|
||||
|
||||
### `paperless.tags.update`
|
||||
Update an existing tag.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Tag ID |
|
||||
| `name` | string | No | New name |
|
||||
| `color` | string | No | Hex color |
|
||||
| `match` | string | No | Match pattern |
|
||||
| `matchingAlgorithm` | int | No | Matching algorithm |
|
||||
| `isInboxTag` | bool | No | Inbox tag status |
|
||||
|
||||
**Returns:** Updated tag
|
||||
|
||||
### `paperless.tags.delete`
|
||||
Delete a tag. Requires explicit confirmation.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Tag ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm deletion |
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
### `paperless.tags.bulk_delete`
|
||||
Delete multiple tags.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `tagIds` | string | Yes | - | Tag IDs (comma-separated) |
|
||||
| `dryRun` | bool | No | true | Preview changes without applying |
|
||||
| `confirm` | bool | No | false | Must be true to execute |
|
||||
|
||||
**Returns:** Affected tag IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
## Correspondent Operations
|
||||
|
||||
### `paperless.correspondents.list`
|
||||
List all correspondents with pagination.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `page` | int | No | 1 | Page number |
|
||||
| `pageSize` | int | No | 25 | Results per page (max: 100) |
|
||||
| `ordering` | string | No | - | Sort field (e.g., 'name', '-document_count', 'last_correspondence') |
|
||||
|
||||
**Returns:** Paginated list of correspondents
|
||||
|
||||
### `paperless.correspondents.get`
|
||||
Get a correspondent by its ID.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Correspondent ID |
|
||||
|
||||
**Returns:** Correspondent details
|
||||
|
||||
### `paperless.correspondents.create`
|
||||
Create a new correspondent.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `name` | string | Yes | - | Correspondent name |
|
||||
| `match` | string | No | - | Match pattern for auto-assignment |
|
||||
| `matchingAlgorithm` | int | No | 0 | Matching algorithm |
|
||||
|
||||
**Returns:** Created correspondent
|
||||
|
||||
### `paperless.correspondents.update`
|
||||
Update an existing correspondent.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Correspondent ID |
|
||||
| `name` | string | No | New name |
|
||||
| `match` | string | No | Match pattern |
|
||||
| `matchingAlgorithm` | int | No | Matching algorithm |
|
||||
|
||||
**Returns:** Updated correspondent
|
||||
|
||||
### `paperless.correspondents.delete`
|
||||
Delete a correspondent. Requires explicit confirmation.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Correspondent ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm deletion |
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
### `paperless.correspondents.bulk_delete`
|
||||
Delete multiple correspondents.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `correspondentIds` | string | Yes | - | Correspondent IDs (comma-separated) |
|
||||
| `dryRun` | bool | No | true | Preview changes without applying |
|
||||
| `confirm` | bool | No | false | Must be true to execute |
|
||||
|
||||
**Returns:** Affected correspondent IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
## Document Type Operations
|
||||
|
||||
### `paperless.document_types.list`
|
||||
List all document types with pagination.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `page` | int | No | 1 | Page number |
|
||||
| `pageSize` | int | No | 25 | Results per page (max: 100) |
|
||||
| `ordering` | string | No | - | Sort field (e.g., 'name', '-document_count') |
|
||||
|
||||
**Returns:** Paginated list of document types
|
||||
|
||||
### `paperless.document_types.get`
|
||||
Get a document type by its ID.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Document type ID |
|
||||
|
||||
**Returns:** Document type details
|
||||
|
||||
### `paperless.document_types.create`
|
||||
Create a new document type.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `name` | string | Yes | - | Document type name |
|
||||
| `match` | string | No | - | Match pattern for auto-assignment |
|
||||
| `matchingAlgorithm` | int | No | 0 | Matching algorithm |
|
||||
|
||||
**Returns:** Created document type
|
||||
|
||||
### `paperless.document_types.update`
|
||||
Update an existing document type.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Document type ID |
|
||||
| `name` | string | No | New name |
|
||||
| `match` | string | No | Match pattern |
|
||||
| `matchingAlgorithm` | int | No | Matching algorithm |
|
||||
|
||||
**Returns:** Updated document type
|
||||
|
||||
### `paperless.document_types.delete`
|
||||
Delete a document type. Requires explicit confirmation.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Document type ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm deletion |
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
### `paperless.document_types.bulk_delete`
|
||||
Delete multiple document types.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `documentTypeIds` | string | Yes | - | Document type IDs (comma-separated) |
|
||||
| `dryRun` | bool | No | true | Preview changes without applying |
|
||||
| `confirm` | bool | No | false | Must be true to execute |
|
||||
|
||||
**Returns:** Affected document type IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
## Storage Path Operations
|
||||
|
||||
### `paperless.storage_paths.list`
|
||||
List all storage paths with pagination.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `page` | int | No | 1 | Page number |
|
||||
| `pageSize` | int | No | 25 | Results per page (max: 100) |
|
||||
| `ordering` | string | No | - | Sort field (e.g., 'name', '-document_count') |
|
||||
|
||||
**Returns:** Paginated list of storage paths
|
||||
|
||||
### `paperless.storage_paths.get`
|
||||
Get a storage path by its ID.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Storage path ID |
|
||||
|
||||
**Returns:** Storage path details
|
||||
|
||||
### `paperless.storage_paths.create`
|
||||
Create a new storage path.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `name` | string | Yes | - | Storage path name |
|
||||
| `path` | string | Yes | - | Path template (e.g., `{correspondent}/{document_type}`) |
|
||||
| `match` | string | No | - | Match pattern for auto-assignment |
|
||||
| `matchingAlgorithm` | int | No | 0 | Matching algorithm |
|
||||
|
||||
**Returns:** Created storage path
|
||||
|
||||
### `paperless.storage_paths.update`
|
||||
Update an existing storage path.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Storage path ID |
|
||||
| `name` | string | No | New name |
|
||||
| `path` | string | No | Path template |
|
||||
| `match` | string | No | Match pattern |
|
||||
| `matchingAlgorithm` | int | No | Matching algorithm |
|
||||
|
||||
**Returns:** Updated storage path
|
||||
|
||||
### `paperless.storage_paths.delete`
|
||||
Delete a storage path. Requires explicit confirmation.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Storage path ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm deletion |
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
### `paperless.storage_paths.bulk_delete`
|
||||
Delete multiple storage paths.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `storagePathIds` | string | Yes | - | Storage path IDs (comma-separated) |
|
||||
| `dryRun` | bool | No | true | Preview changes without applying |
|
||||
| `confirm` | bool | No | false | Must be true to execute |
|
||||
|
||||
**Returns:** Affected storage path IDs and operation status
|
||||
|
||||
---
|
||||
|
||||
## Custom Field Operations
|
||||
|
||||
### `paperless.custom_fields.list`
|
||||
List all custom field definitions with pagination.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `page` | int | No | 1 | Page number |
|
||||
| `pageSize` | int | No | 25 | Results per page (max: 100) |
|
||||
|
||||
**Returns:** Paginated list of custom field definitions
|
||||
|
||||
### `paperless.custom_fields.get`
|
||||
Get a custom field definition by its ID.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Custom field ID |
|
||||
|
||||
**Returns:** Custom field details
|
||||
|
||||
### `paperless.custom_fields.create`
|
||||
Create a new custom field definition.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `name` | string | Yes | - | Custom field name |
|
||||
| `dataType` | string | Yes | - | Data type (see below) |
|
||||
| `selectOptions` | string | No | - | Select options (comma-separated, for 'select' type) |
|
||||
| `defaultCurrency` | string | No | - | Default currency (for 'monetary' type) |
|
||||
|
||||
**Data Types:**
|
||||
- `string` - Text value
|
||||
- `url` - URL/link
|
||||
- `date` - Date value
|
||||
- `boolean` - True/false
|
||||
- `integer` - Whole number
|
||||
- `float` - Decimal number
|
||||
- `monetary` - Currency amount
|
||||
- `documentlink` - Link to another document
|
||||
- `select` - Dropdown selection
|
||||
|
||||
**Returns:** Created custom field
|
||||
|
||||
### `paperless.custom_fields.update`
|
||||
Update an existing custom field definition.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `id` | int | Yes | Custom field ID |
|
||||
| `name` | string | No | New name |
|
||||
| `selectOptions` | string | No | Select options (comma-separated) |
|
||||
| `defaultCurrency` | string | No | Default currency |
|
||||
|
||||
**Returns:** Updated custom field
|
||||
|
||||
### `paperless.custom_fields.delete`
|
||||
Delete a custom field definition. Requires explicit confirmation.
|
||||
|
||||
| Parameter | Type | Required | Default | Description |
|
||||
|-----------|------|----------|---------|-------------|
|
||||
| `id` | int | Yes | - | Custom field ID |
|
||||
| `confirm` | bool | No | false | Must be true to confirm deletion |
|
||||
|
||||
**Returns:** Deletion status or dry-run preview
|
||||
|
||||
### `paperless.custom_fields.assign`
|
||||
Assign a custom field value to a document.
|
||||
|
||||
| Parameter | Type | Required | Description |
|
||||
|-----------|------|----------|-------------|
|
||||
| `documentId` | int | Yes | Document ID |
|
||||
| `fieldId` | int | Yes | Custom field ID |
|
||||
| `value` | string | Yes | Value to assign (type depends on field) |
|
||||
|
||||
**Returns:** Assignment status and assigned value
|
||||
Reference in New Issue
Block a user