@kjanat/paperless-mcp 1.0.1-dev.0

package/package.json

@@ -0,0 +1,54 @@
+{
+  "name": "@kjanat/paperless-mcp",
+  "version": "1.0.1-dev.0",
+  "description": "MCP server for interacting with Paperless-ngx document management system.",
+  "keywords": [
+    "mcp",
+    "paperless-ngx",
+    "document-management",
+    "ai",
+    "claude",
+    "model-context-protocol",
+    "paperless"
+  ],
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/kjanat/paperless-mcp.git"
+  },
+  "license": "MIT",
+  "author": "Kaj Kowalski",
+  "main": "src/index.ts",
+  "bin": {
+    "paperless-mcp": "dist/index.js"
+  },
+  "files": [
+    "dist",
+    "skills"
+  ],
+  "scripts": {
+    "bd": "bun build src/index.ts --minify --outdir=dist --target=node",
+    "fmt": "dprint fmt .",
+    "fmt:check": "dprint check .",
+    "inspect": "bunx @modelcontextprotocol/inspector bun src/index.ts",
+    "prepack": "bun bd",
+    "start": "bun src/index.ts",
+    "typecheck": "tsgo --noEmit"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.26.0",
+    "zod": "^4.3.6"
+  },
+  "devDependencies": {
+    "@types/bun": "^1.3.9",
+    "@typescript/native-preview": "^7.0.0-dev.20260220.1",
+    "typescript": "^5.9.3"
+  },
+  "optionalDependencies": {
+    "express": "^5.2.1"
+  },
+  "packageManager": "bun@1.3.9",
+  "publishConfig": {
+    "access": "public",
+    "tag": "dev"
+  }
+}

package/skills/paperless-ngx/SKILL.md

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+---
+name: paperless-ngx
+description: Manage documents in Paperless-NGX via MCP tools. Search, upload, tag, organize, and bulk-edit documents, correspondents, and document types. Use when working with Paperless-NGX, document management, OCR, or any mcp_paperless_* tool task.
+license: ISC
+compatibility: Requires a running Paperless-NGX instance with API token. MCP server must be connected with mcp_paperless_* tools available.
+metadata:
+  author: kjanat
+  version: "1.0"
+---
+
+# Paperless-NGX Document Management
+
+Orchestrate Paperless-NGX through 16 MCP tools across 4 domains.
+
+## Tool Catalog
+
+### Documents (5 tools)
+
+| Tool                  | Operation        | Key Params                            |
+| --------------------- | ---------------- | ------------------------------------- |
+| `search_documents`    | Full-text search | `query`, `page`, `page_size`          |
+| `get_document`        | Full details     | `id`                                  |
+| `post_document`       | Upload file      | `file` (base64), `filename`, metadata |
+| `download_document`   | Get file base64  | `id`, `original` (bool)               |
+| `bulk_edit_documents` | Batch operations | `documents` (IDs), `method`, params   |
+
+### Tags (5 tools)
+
+| Tool             | Operation                    |
+| ---------------- | ---------------------------- |
+| `list_tags`      | All tags + colors + matching |
+| `create_tag`     | New tag, optional auto-match |
+| `update_tag`     | Modify name/color/matching   |
+| `delete_tag`     | Remove permanently           |
+| `bulk_edit_tags` | Batch permissions/deletion   |
+
+### Correspondents (3 tools)
+
+| Tool                       | Operation                |
+| -------------------------- | ------------------------ |
+| `list_correspondents`      | All correspondents       |
+| `create_correspondent`     | New, optional auto-match |
+| `bulk_edit_correspondents` | Batch permissions/delete |
+
+### Document Types (3 tools)
+
+| Tool                       | Operation                |
+| -------------------------- | ------------------------ |
+| `list_document_types`      | All document types       |
+| `create_document_type`     | New, optional auto-match |
+| `bulk_edit_document_types` | Batch permissions/delete |
+
+## Decision Trees
+
+### Find a Document
+
+```
+What do you know?
+├─ Keywords/content     → search_documents(query="term1 term2")
+├─ Document ID          → get_document(id=N)
+├─ By tag               → search_documents(query="tag:tagname")
+├─ By type              → search_documents(query="type:typename")
+├─ By correspondent     → search_documents(query="correspondent:name")
+├─ By date              → search_documents(query="created:[2024 to 2025]")
+└─ Combined             → search_documents(query="tag:X correspondent:Y created:[2024 to 2025]")
+```
+
+### Organize Documents
+
+```
+What operation?
+├─ Add tag         → bulk_edit_documents(method="add_tag", tag=ID)
+├─ Remove tag      → bulk_edit_documents(method="remove_tag", tag=ID)
+├─ Multi-tag       → bulk_edit_documents(method="modify_tags", add_tags=[...], remove_tags=[...])
+├─ Set type        → bulk_edit_documents(method="set_document_type", document_type=ID)
+├─ Set sender      → bulk_edit_documents(method="set_correspondent", correspondent=ID)
+├─ Merge PDFs      → bulk_edit_documents(method="merge", metadata_document_id=ID)
+├─ Rotate pages    → bulk_edit_documents(method="rotate", degrees=90|180|270)
+├─ Delete pages    → bulk_edit_documents(method="delete_pages", pages="1,3,5-7")
+├─ Reprocess OCR   → bulk_edit_documents(method="reprocess")
+└─ Delete          → bulk_edit_documents(method="delete")  !! PERMANENT !!
+```
+
+### Upload a Document
+
+```
+1. Resolve metadata IDs first:
+   ├─ list_tags            → find or create_tag
+   ├─ list_correspondents  → find or create_correspondent
+   └─ list_document_types  → find or create_document_type
+2. post_document(file=<base64>, filename="name.pdf", tags=[...], correspondent=ID, ...)
+```
+
+### Manage Taxonomy (Tags/Correspondents/Types)
+
+```
+Need to change metadata objects?
+├─ View all          → list_tags / list_correspondents / list_document_types
+├─ Create new        → create_tag / create_correspondent / create_document_type
+├─ Edit tag          → update_tag(id, name, color, match, matching_algorithm)
+├─ Delete one tag    → delete_tag(id)
+├─ Batch delete/perm → bulk_edit_tags / bulk_edit_correspondents / bulk_edit_document_types
+```
+
+## Critical Notes
+
+- **search_documents strips `content`** to save tokens. Use `get_document` for
+  full OCR text.
+- **post_document requires base64** file content, not file paths.
+- **matching_algorithm inconsistency**: numeric `0-4` for tags, string enum
+  (`"any"`, `"all"`, `"exact"`, `"regular expression"`, `"fuzzy"`) for
+  correspondents/document types. See [tools.md](references/tools.md).
+- **Bulk delete is permanent and irreversible.**
+- **download_document** returns base64 blob + filename from content-disposition.
+
+## References
+
+| Task                    | File                                          |
+| ----------------------- | --------------------------------------------- |
+| Tool parameters & types | [tools.md](references/tools.md)               |
+| Search query syntax     | [query-syntax.md](references/query-syntax.md) |
+| Multi-step workflows    | [workflows.md](references/workflows.md)       |

package/skills/paperless-ngx/references/query-syntax.md

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+# Paperless-NGX Search Query Syntax
+
+Reference for the `query` parameter of `search_documents`.
+
+## Basic Search
+
+Words separated by spaces match documents containing **ALL** words.
+
+```
+invoice electricity    # docs with BOTH "invoice" AND "electricity"
+```
+
+## Field Searches
+
+| Field         | Syntax               | Example                    |
+| ------------- | -------------------- | -------------------------- |
+| Tag           | `tag:name`           | `tag:unpaid`               |
+| Document type | `type:name`          | `type:invoice`             |
+| Correspondent | `correspondent:name` | `correspondent:university` |
+| Title         | `title:text`         | `title:electricity`        |
+| Content       | (default, no prefix) | `electricity bill`         |
+| ASN           | `asn:number`         | `asn:1234`                 |
+
+## Logical Operators
+
+```
+term1 AND term2            # Both required (default behavior)
+term1 OR term2             # Either matches
+NOT term1                  # Exclude term
+term1 AND (term2 OR term3) # Grouping with parentheses
+```
+
+## Date Ranges
+
+| Syntax                         | Matches              |
+| ------------------------------ | -------------------- |
+| `created:[2024 to 2025]`       | Created in 2024-2025 |
+| `created:2024`                 | Created in 2024      |
+| `added:yesterday`              | Added yesterday      |
+| `added:today`                  | Added today          |
+| `modified:today`               | Modified today       |
+| `created:[2024-01 to 2024-06]` | Jan-Jun 2024         |
+
+## Wildcards
+
+```
+prod*name      # Matches "production name", "product name", etc.
+inv?ice        # Single character wildcard
+```
+
+## Combined Queries
+
+```
+# Unpaid invoices from 2024
+tag:unpaid type:invoice created:2024
+
+# Bank statements NOT from Chase
+type:statement correspondent:bank NOT correspondent:chase
+
+# Recent electricity or gas bills
+(electricity OR gas) type:bill added:[2024-01 to 2025-01]
+```
+
+## Tips
+
+- Queries search across content, title, correspondent, type, and tags.
+- Results are paginated: use `page` and `page_size` params.
+- Results exclude `content` field to save tokens -- use `get_document` for
+  full OCR text of specific results.
+- Max `page_size` is 100.

package/skills/paperless-ngx/references/tools.md

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+# MCP Tool Reference
+
+Full parameter signatures for all 16 Paperless-NGX MCP tools.
+
+## Document Tools
+
+### search_documents
+
+| Param       | Type   | Required | Notes                       |
+| ----------- | ------ | -------- | --------------------------- |
+| `query`     | string | yes      | Paperless-NGX search syntax |
+| `page`      | number | no       | Pagination, starts at 1     |
+| `page_size` | number | no       | Default 25, max 100         |
+
+Returns metadata **without** `content` field. Use `get_document` for full text.
+
+### get_document
+
+| Param | Type   | Required | Notes                     |
+| ----- | ------ | -------- | ------------------------- |
+| `id`  | number | yes      | Returns full content+meta |
+
+### post_document
+
+| Param                   | Type     | Required | Notes                           |
+| ----------------------- | -------- | -------- | ------------------------------- |
+| `file`                  | string   | yes      | Base64-encoded file content     |
+| `filename`              | string   | yes      | With extension: `"invoice.pdf"` |
+| `title`                 | string   | no       | Auto-extracted if omitted       |
+| `created`               | string   | no       | ISO date: `YYYY-MM-DD`          |
+| `correspondent`         | number   | no       | Correspondent ID                |
+| `document_type`         | number   | no       | Document type ID                |
+| `storage_path`          | number   | no       | Storage path ID                 |
+| `tags`                  | number[] | no       | Array of tag IDs                |
+| `archive_serial_number` | string   | no       | External filing reference       |
+| `custom_fields`         | number[] | no       | Custom field IDs                |
+
+### download_document
+
+| Param      | Type    | Required | Notes                                       |
+| ---------- | ------- | -------- | ------------------------------------------- |
+| `id`       | number  | yes      | Document ID                                 |
+| `original` | boolean | no       | `true`=original upload, `false`=OCR version |
+
+Returns `{ blob: string, filename: string }`.
+
+### bulk_edit_documents
+
+| Param                  | Type     | Required | Notes                           |
+| ---------------------- | -------- | -------- | ------------------------------- |
+| `documents`            | number[] | yes      | Document IDs                    |
+| `method`               | enum     | yes      | See method table below          |
+| `correspondent`        | number   | no       | For `set_correspondent`         |
+| `document_type`        | number   | no       | For `set_document_type`         |
+| `storage_path`         | number   | no       | For `set_storage_path`          |
+| `tag`                  | number   | no       | For `add_tag` / `remove_tag`    |
+| `add_tags`             | number[] | no       | For `modify_tags`               |
+| `remove_tags`          | number[] | no       | For `modify_tags`               |
+| `permissions`          | object   | no       | For `set_permissions`           |
+| `metadata_document_id` | number   | no       | For `merge` -- source metadata  |
+| `delete_originals`     | boolean  | no       | For `merge`/`split`             |
+| `degrees`              | number   | no       | For `rotate`: 90, 180, 270      |
+| `pages`                | string   | no       | For `delete_pages`: `"1,3,5-7"` |
+
+**Method enum:**
+`set_correspondent`, `set_document_type`, `set_storage_path`, `add_tag`,
+`remove_tag`, `modify_tags`, `delete`, `reprocess`, `set_permissions`,
+`merge`, `split`, `rotate`, `delete_pages`
+
+## Tag Tools
+
+### list_tags
+
+No parameters. Returns all tags with name, color, matching rules.
+
+### create_tag
+
+| Param                | Type   | Required | Notes                                             |
+| -------------------- | ------ | -------- | ------------------------------------------------- |
+| `name`               | string | yes      | Unique tag name                                   |
+| `color`              | string | no       | Hex: `#FF0000`                                    |
+| `match`              | string | no       | Auto-assign pattern                               |
+| `matching_algorithm` | int    | no       | `0`=any, `1`=all, `2`=exact, `3`=regex, `4`=fuzzy |
+
+### update_tag
+
+| Param                | Type   | Required | Notes                    |
+| -------------------- | ------ | -------- | ------------------------ |
+| `id`                 | number | yes      | Tag ID from list_tags    |
+| `name`               | string | yes      | New name                 |
+| `color`              | string | no       | Hex color                |
+| `match`              | string | no       | Auto-assign pattern      |
+| `matching_algorithm` | int    | no       | `0`-`4` (same as create) |
+
+### delete_tag
+
+| Param | Type   | Required | Notes                                  |
+| ----- | ------ | -------- | -------------------------------------- |
+| `id`  | number | yes      | Removes from all documents. Permanent. |
+
+### bulk_edit_tags
+
+| Param         | Type     | Required | Notes                                         |
+| ------------- | -------- | -------- | --------------------------------------------- |
+| `tag_ids`     | number[] | yes      | Tag IDs                                       |
+| `operation`   | enum     | yes      | `"set_permissions"` or `"delete"`             |
+| `owner`       | number   | no       | For `set_permissions`                         |
+| `permissions` | object   | no       | `{view:{users,groups},change:{users,groups}}` |
+| `merge`       | boolean  | no       | Merge or replace permissions                  |
+
+## Correspondent Tools
+
+### list_correspondents
+
+No parameters.
+
+### create_correspondent
+
+| Param                | Type   | Required | Notes                                                      |
+| -------------------- | ------ | -------- | ---------------------------------------------------------- |
+| `name`               | string | yes      | Person/company/org name                                    |
+| `match`              | string | no       | Auto-assign pattern                                        |
+| `matching_algorithm` | enum   | no       | `"any"`,`"all"`,`"exact"`,`"regular expression"`,`"fuzzy"` |
+
+**Note:** String enum, not numeric like tags.
+
+### bulk_edit_correspondents
+
+| Param               | Type     | Required | Notes                             |
+| ------------------- | -------- | -------- | --------------------------------- |
+| `correspondent_ids` | number[] | yes      | Correspondent IDs                 |
+| `operation`         | enum     | yes      | `"set_permissions"` or `"delete"` |
+| `owner`             | number   | no       | For `set_permissions`             |
+| `permissions`       | object   | no       | Same shape as tags                |
+| `merge`             | boolean  | no       | Merge or replace permissions      |
+
+## Document Type Tools
+
+### list_document_types
+
+No parameters.
+
+### create_document_type
+
+| Param                | Type   | Required | Notes                                                      |
+| -------------------- | ------ | -------- | ---------------------------------------------------------- |
+| `name`               | string | yes      | Type name (Invoice, Receipt, etc.)                         |
+| `match`              | string | no       | Auto-assign pattern                                        |
+| `matching_algorithm` | enum   | no       | `"any"`,`"all"`,`"exact"`,`"regular expression"`,`"fuzzy"` |
+
+**Note:** String enum, not numeric like tags.
+
+### bulk_edit_document_types
+
+| Param               | Type     | Required | Notes                             |
+| ------------------- | -------- | -------- | --------------------------------- |
+| `document_type_ids` | number[] | yes      | Document type IDs                 |
+| `operation`         | enum     | yes      | `"set_permissions"` or `"delete"` |
+| `owner`             | number   | no       | For `set_permissions`             |
+| `permissions`       | object   | no       | Same shape as tags                |
+| `merge`             | boolean  | no       | Merge or replace permissions      |

package/skills/paperless-ngx/references/workflows.md

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+# Common Workflows
+
+Multi-step operations for Paperless-NGX document management.
+
+## 1. Classify Untagged Documents
+
+```
+1. search_documents(query="NOT tag:*")
+   → get list of untagged document IDs + titles
+
+2. For each document of interest:
+   get_document(id=N)
+   → read full OCR content
+
+3. list_tags()
+   → find matching tag IDs (or create_tag if needed)
+
+4. bulk_edit_documents(
+     documents=[id1, id2, ...],
+     method="add_tag",
+     tag=TAG_ID
+   )
+```
+
+## 2. Bulk Reclassify by Correspondent
+
+```
+1. list_correspondents()
+   → identify current + target correspondent IDs
+
+2. search_documents(query="correspondent:old-name")
+   → collect document IDs
+
+3. bulk_edit_documents(
+     documents=[...],
+     method="set_correspondent",
+     correspondent=NEW_ID
+   )
+```
+
+## 3. Upload and Categorize a Batch
+
+```
+For each file:
+
+1. Resolve metadata:
+   list_tags()              → tag IDs
+   list_correspondents()    → correspondent ID (or create_correspondent)
+   list_document_types()    → type ID (or create_document_type)
+
+2. post_document(
+     file=<base64 content>,
+     filename="receipt-2024-03.pdf",
+     tags=[1, 5],
+     correspondent=3,
+     document_type=2,
+     created="2024-03-15"
+   )
+```
+
+## 4. Merge Related Documents
+
+```
+1. search_documents(query="invoice acme created:[2024-01 to 2024-03]")
+   → collect document IDs
+
+2. Pick the primary document (whose metadata to keep):
+   get_document(id=PRIMARY_ID) → verify it's correct
+
+3. bulk_edit_documents(
+     documents=[PRIMARY_ID, SECONDARY_ID_1, SECONDARY_ID_2],
+     method="merge",
+     metadata_document_id=PRIMARY_ID,
+     delete_originals=false     # keep originals until verified
+   )
+```
+
+## 5. Export Documents for External Use
+
+```
+1. search_documents(query="tag:export-ready")
+   → collect IDs
+
+2. For each:
+   download_document(id=N, original=true)
+   → returns { blob: "<base64>", filename: "original-name.pdf" }
+
+3. Decode base64 and save/forward as needed
+```
+
+## 6. Set Up Auto-Classification Rules
+
+```
+1. create_tag(
+     name="electricity",
+     match="electricity power grid kwh",
+     matching_algorithm=0     # any word matches
+   )
+
+2. create_correspondent(
+     name="Power Company",
+     match="Power Co energy provider",
+     matching_algorithm="fuzzy"    # note: string enum for correspondents
+   )
+
+3. create_document_type(
+     name="Utility Bill",
+     match="utility bill statement due",
+     matching_algorithm="any"
+   )
+
+Future uploads auto-classified by Paperless-NGX matching engine.
+```
+
+## 7. Audit and Clean Up Tags
+
+```
+1. list_tags()
+   → review all tags, identify duplicates/unused
+
+2. search_documents(query="tag:old-tag-name")
+   → check usage count
+
+3. If migrating:
+   search → collect IDs → bulk_edit add new tag → bulk_edit remove old tag
+
+4. delete_tag(id=OLD_TAG_ID)
+   or bulk_edit_tags(tag_ids=[...], operation="delete")
+```
+
+## Pattern: Always Resolve IDs First
+
+All document operations use numeric IDs, not names. Always:
+
+```
+list_*()  → find ID for name
+           → if not found: create_*() → get ID from response
+           → then use ID in subsequent operations
+```

package/skills/paperless-ngx/scripts/encode-file.sh

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+#!/usr/bin/env bash
+set -euo pipefail
+
+# Base64-encode a file for use with the post_document MCP tool.
+# Outputs JSON with "file" (base64) and "filename" fields ready to paste.
+# Usage: encode-file.sh <path>
+# Example: encode-file.sh ~/Documents/invoice.pdf
+
+if [[ $# -lt 1 ]]; then
+	echo "Usage: $0 <file_path>" >&2
+	echo "Example: $0 ~/Documents/invoice.pdf" >&2
+	exit 1
+fi
+
+FILE_PATH="$1"
+
+if [[ ! -f "${FILE_PATH}" ]]; then
+	echo "Error: File not found: ${FILE_PATH}" >&2
+	exit 1
+fi
+
+FILENAME=$(basename "${FILE_PATH}")
+SIZE=$(wc -c <"${FILE_PATH}" | tr -d ' ')
+
+# Warn on large files (>50MB)
+if [[ "${SIZE}" -gt 52428800 ]]; then
+	echo "Warning: File is $((SIZE / 1048576))MB. Large uploads may be slow." >&2
+fi
+
+# Detect base64 flags (GNU vs BSD)
+if base64 --help 2>&1 | grep -q '\-w'; then
+	B64=$(base64 -w0 "${FILE_PATH}")
+else
+	B64=$(base64 -i "${FILE_PATH}")
+fi
+
+echo "Encoded ${FILENAME} (${SIZE} bytes)"
+echo ""
+echo "Use with post_document:"
+echo "  file: <base64 string, ${#B64} chars>"
+echo "  filename: \"${FILENAME}\""
+echo ""
+echo "--- BASE64 START ---"
+echo "${B64}"
+echo "--- BASE64 END ---"

package/skills/paperless-ngx/scripts/test-connection.sh

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+#!/usr/bin/env bash
+set -euo pipefail
+
+# Test Paperless-NGX API connectivity and authentication.
+# Usage: test-connection.sh <base_url> <api_token>
+# Example: test-connection.sh https://docs.example.com abc123token
+
+if [[ $# -lt 2 ]]; then
+	echo "Usage: $0 <base_url> <api_token>" >&2
+	echo "Example: $0 https://docs.example.com abc123token" >&2
+	exit 1
+fi
+
+BASE_URL="${1%/}"
+TOKEN="$2"
+
+echo "Testing connection to ${BASE_URL}..."
+
+# 1. Basic connectivity
+HTTP_CODE=$(curl -s -o /dev/null -w "%{http_code}" \
+	--max-time 10 \
+	"${BASE_URL}/api/" 2>/dev/null) || {
+	echo "FAIL: Cannot reach ${BASE_URL} (network error or timeout)" >&2
+	exit 1
+}
+
+if [[ "${HTTP_CODE}" == "000" ]]; then
+	echo "FAIL: Cannot reach ${BASE_URL} (DNS or connection refused)" >&2
+	exit 1
+fi
+
+echo "  Reachable (HTTP ${HTTP_CODE})"
+
+# 2. Authentication
+AUTH_CODE=$(curl -s -o /dev/null -w "%{http_code}" \
+	--max-time 10 \
+	-H "Authorization: Token ${TOKEN}" \
+	-H "Accept: application/json; version=5" \
+	"${BASE_URL}/api/documents/" 2>/dev/null)
+
+if [[ "${AUTH_CODE}" == "401" || "${AUTH_CODE}" == "403" ]]; then
+	echo "FAIL: Authentication failed (HTTP ${AUTH_CODE}). Check API token." >&2
+	exit 1
+fi
+
+if [[ "${AUTH_CODE}" != "200" ]]; then
+	echo "FAIL: Unexpected status ${AUTH_CODE} from documents endpoint." >&2
+	exit 1
+fi
+
+echo "  Authenticated (HTTP ${AUTH_CODE})"
+
+# 3. Quick stats
+RESPONSE=$(curl -s --max-time 10 \
+	-H "Authorization: Token ${TOKEN}" \
+	-H "Accept: application/json; version=5" \
+	"${BASE_URL}/api/documents/?page_size=1" 2>/dev/null)
+
+DOC_COUNT=$(echo "${RESPONSE}" | grep -o '"count":[0-9]*' | head -1 | cut -d: -f2)
+echo "  Documents: ${DOC_COUNT:-unknown}"
+
+TAG_RESPONSE=$(curl -s --max-time 10 \
+	-H "Authorization: Token ${TOKEN}" \
+	-H "Accept: application/json; version=5" \
+	"${BASE_URL}/api/tags/" 2>/dev/null)
+
+TAG_COUNT=$(echo "${TAG_RESPONSE}" | grep -o '"count":[0-9]*' | head -1 | cut -d: -f2)
+echo "  Tags: ${TAG_COUNT:-unknown}"
+
+echo "OK: Connection successful."