Add comprehensive README with full API documentation
- Professional header with badges - Complete feature overview - Multiple installation methods (dotnet, Docker, Claude Desktop) - Configuration reference - Full API documentation for all 43+ MCP tools - Project structure and tech stack - Contributing guidelines - Troubleshooting section 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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<div align="center">
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# 📄 PaperlessMCP
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**Model Context Protocol Server for Paperless-ngx**
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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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</div>
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---
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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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### What is MCP?
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The [Model Context Protocol](https://modelcontextprotocol.io/) enables AI models to securely interact with external data sources and tools. PaperlessMCP implements this protocol to give Claude direct access to your document management system.
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---
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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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### 🏷️ 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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---
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## 🚀 Installation
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### Prerequisites
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- [.NET 10 SDK](https://dotnet.microsoft.com/download/dotnet/10.0) (or later)
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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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### Method 1: Clone and Build
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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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```bash
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# Build the Docker image
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docker build -t paperless-mcp ./PaperlessMCP
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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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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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2. Add to your Claude Desktop configuration (`claude_desktop_config.json`):
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**macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
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**Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
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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": [
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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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"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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}
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}
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}
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}
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```
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3. Restart Claude Desktop
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---
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## ⚙️ Configuration
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### Environment Variables
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PaperlessMCP supports multiple configuration methods. Environment variables take precedence over `appsettings.json`.
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| Variable | Aliases | Required | Default | Description |
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|----------|---------|----------|---------|-------------|
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| `PAPERLESS_BASE_URL` | `PAPERLESS_URL` | ✅ Yes | - | Base URL of your Paperless-ngx instance |
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| `PAPERLESS_API_TOKEN` | `PAPERLESS_TOKEN` | ✅ Yes | - | API authentication token |
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| `MAX_PAGE_SIZE` | - | ❌ No | `100` | Maximum items per page for paginated requests |
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| `MCP_PORT` | - | ❌ No | `5000` | HTTP server port (HTTP mode only) |
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### appsettings.json
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Alternatively, configure via `appsettings.json`:
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```json
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{
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"Paperless": {
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"BaseUrl": "https://your-paperless-instance.com",
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"ApiToken": "your-token-here",
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"MaxPageSize": 100
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},
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"Mcp": {
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"Port": 5000
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},
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"Logging": {
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"LogLevel": {
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"Default": "Information",
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"ModelContextProtocol": "Debug"
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}
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}
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}
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```
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### Transport Modes
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- **stdio mode** (for Claude Desktop): `dotnet run -- --stdio`
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- **HTTP mode** (for remote access): `dotnet run` (default)
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---
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## 💻 Usage
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### With Claude Desktop
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Once configured, simply ask Claude to interact with your documents:
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```
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"Search for all invoices from 2024"
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"Upload this PDF to Paperless and tag it as 'Receipt'"
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"Show me documents with the tag 'Important' that have no correspondent"
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"Create a new tag called 'Urgent' with a red color"
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```
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### HTTP Endpoint
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When running in HTTP mode, the MCP endpoint is available at:
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```
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http://localhost:5000/mcp
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```
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### Running the Server
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```bash
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# Stdio mode (Claude Desktop)
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dotnet run --project PaperlessMCP/PaperlessMCP -- --stdio
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# HTTP mode (remote access)
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dotnet run --project PaperlessMCP/PaperlessMCP
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# Docker
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docker run -e PAPERLESS_BASE_URL=... -e PAPERLESS_API_TOKEN=... -p 5000:5000 paperless-mcp
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```
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---
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## 📖 API Reference
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### Health & Capabilities
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#### `paperless.ping`
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Verify connectivity and authentication with Paperless-ngx.
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**Returns:** Connection status and server version
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#### `paperless.capabilities`
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Return supported API endpoints and detected Paperless-ngx version information.
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**Returns:** Available endpoints, bulk operations, and server capabilities
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---
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### Document Operations
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#### `paperless.documents.search`
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Search for documents with full-text search and filters.
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**Parameters:**
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- `query` (string, optional) - Full-text search query
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- `tags` (string, optional) - Filter by tag IDs (comma-separated)
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- `tagsExclude` (string, optional) - Exclude tag IDs (comma-separated)
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- `correspondent` (int, optional) - Filter by correspondent ID
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- `documentType` (int, optional) - Filter by document type ID
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- `storagePath` (int, optional) - Filter by storage path ID
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- `createdAfter` (string, optional) - Filter by creation date (YYYY-MM-DD)
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- `createdBefore` (string, optional) - Filter by creation date (YYYY-MM-DD)
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- `addedAfter` (string, optional) - Filter by added date (YYYY-MM-DD)
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- `addedBefore` (string, optional) - Filter by added date (YYYY-MM-DD)
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- `archiveSerialNumber` (int, optional) - Filter by archive serial number
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- `page` (int, default: 1) - Page number
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- `pageSize` (int, default: 25, max: 100) - Results per page
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- `ordering` (string, optional) - Sort field (e.g., 'created', '-created', 'title')
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- `includeContent` (bool, default: false) - Include document content in results
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- `contentMaxLength` (int, default: 500) - Max content length when `includeContent=true`
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**Returns:** Paginated list of document summaries
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#### `paperless.documents.get`
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Get a document by its ID.
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**Parameters:**
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- `id` (int, required) - Document ID
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**Returns:** Complete document details including content
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#### `paperless.documents.download`
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Get download URLs for a document's original file, preview, and thumbnail.
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**Parameters:**
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- `id` (int, required) - Document ID
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**Returns:** Object with download URLs (`original_url`, `preview_url`, `thumbnail_url`)
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#### `paperless.documents.preview`
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Get the preview URL for a document.
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**Parameters:**
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- `id` (int, required) - Document ID
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**Returns:** Preview URL
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#### `paperless.documents.thumbnail`
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Get the thumbnail URL for a document.
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**Parameters:**
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- `id` (int, required) - Document ID
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**Returns:** Thumbnail URL
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#### `paperless.documents.upload`
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Upload a new document to Paperless-ngx via base64-encoded content.
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**Parameters:**
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- `fileContent` (string, required) - Base64-encoded file content
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- `fileName` (string, required) - Original filename with extension
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- `title` (string, optional) - Document title
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- `correspondent` (int, optional) - Correspondent ID
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- `documentType` (int, optional) - Document type ID
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- `storagePath` (int, optional) - Storage path ID
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- `tags` (string, optional) - Tag IDs (comma-separated)
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- `archiveSerialNumber` (int, optional) - Archive serial number
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- `created` (string, optional) - Created date (YYYY-MM-DD)
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**Returns:** Task ID and upload status
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**Note:** For large files, use `paperless.documents.upload_from_path` instead.
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#### `paperless.documents.upload_from_path`
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Upload a document from a local file path. More reliable for large files.
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**Parameters:**
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- `filePath` (string, required) - Absolute path to the file
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- `title` (string, optional) - Document title (defaults to filename)
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- `correspondent` (int, optional) - Correspondent ID
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- `documentType` (int, optional) - Document type ID
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- `storagePath` (int, optional) - Storage path ID
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- `tags` (string, optional) - Tag IDs (comma-separated)
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- `archiveSerialNumber` (int, optional) - Archive serial number
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- `created` (string, optional) - Created date (YYYY-MM-DD)
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**Returns:** Task ID, upload status, and file information
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**Features:** Supports `~/` expansion, automatic retries, file validation
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#### `paperless.documents.update`
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Update document metadata.
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**Parameters:**
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- `id` (int, required) - Document ID
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- `title` (string, optional) - New title
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- `correspondent` (int, optional) - Correspondent ID (use -1 to clear)
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- `documentType` (int, optional) - Document type ID (use -1 to clear)
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- `storagePath` (int, optional) - Storage path ID (use -1 to clear)
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- `tags` (string, optional) - Tag IDs to set (comma-separated)
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- `archiveSerialNumber` (int, optional) - Archive serial number
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- `created` (string, optional) - Created date (YYYY-MM-DD)
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**Returns:** Updated document
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#### `paperless.documents.delete`
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Delete a document. Requires explicit confirmation.
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**Parameters:**
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- `id` (int, required) - Document ID
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- `confirm` (bool, default: false) - Must be true to confirm deletion
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**Returns:** Deletion status or dry-run preview
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**Safety:** Without `confirm=true`, returns a dry-run preview showing what would be deleted.
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#### `paperless.documents.bulk_update`
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Perform bulk operations on multiple documents.
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**Parameters:**
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- `documentIds` (string, required) - Document IDs (comma-separated)
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- `operation` (string, required) - Operation: `add_tag`, `remove_tag`, `set_correspondent`, `set_document_type`, `set_storage_path`, `delete`, `reprocess`
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- `value` (int, optional) - Parameter value (e.g., tag ID, correspondent ID)
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- `dryRun` (bool, default: true) - Preview changes without applying
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- `confirm` (bool, default: false) - Must be true to execute
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**Returns:** Affected document IDs and operation status
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**Safety:** Defaults to dry-run mode to prevent accidental changes.
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#### `paperless.documents.reprocess`
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Reprocess a document's OCR and content extraction.
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|
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||||||
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**Parameters:**
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- `id` (int, required) - Document ID
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- `confirm` (bool, default: false) - Must be true to confirm reprocessing
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**Returns:** Processing status
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---
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### Tag Operations
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||||||
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#### `paperless.tags.list`
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List all tags with pagination.
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||||||
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||||||
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**Parameters:**
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||||||
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- `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')
|
||||||
|
|
||||||
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**Returns:** Paginated list of tags
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||||||
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|
||||||
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#### `paperless.tags.get`
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||||||
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Get a tag by its ID.
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||||||
|
|
||||||
|
**Parameters:**
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||||||
|
- `id` (int, required) - Tag ID
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||||||
|
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||||||
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**Returns:** Tag details
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||||||
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|
||||||
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#### `paperless.tags.create`
|
||||||
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Create a new tag.
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||||||
|
|
||||||
|
**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
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 🛠️ 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"
|
||||||
|
```
|
||||||
|
|
||||||
|
### Project Structure
|
||||||
|
|
||||||
|
```
|
||||||
|
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
|
||||||
|
├── PaperlessMCP.Tests/ # Test project
|
||||||
|
│ ├── Client/ # Client tests
|
||||||
|
│ ├── Tools/ # Tool tests
|
||||||
|
│ └── Fixtures/ # Test fixtures
|
||||||
|
└── PaperlessMCP.sln # Solution file
|
||||||
|
```
|
||||||
|
|
||||||
|
### 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.
|
||||||
|
|
||||||
|
### 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
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## 📄 License
|
||||||
|
|
||||||
|
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file 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/)
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
<div align="center">
|
||||||
|
|
||||||
|
**[⬆ back to top](#-paperlessmcp)**
|
||||||
|
|
||||||
|
Made with ❤️ for the Paperless-ngx and MCP communities
|
||||||
|
|
||||||
|
</div>
|
||||||
Reference in New Issue
Block a user