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Paperless MCP: Automate Workflows, Slash Paper Clutter - MCP Implementation

Paperless MCP: Automate Workflows, Slash Paper Clutter

Transform document chaos into seamless efficiency with Paperless MCP—securely automate workflows, slash paper clutter, and access files effortlessly anywhere. Smarter management, redefined.

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About Paperless MCP

What is Paperless MCP: Automate Workflows, Slash Paper Clutter?

Paperless MCP is an open-source workflow automation platform designed to eliminate paper-based processes and streamline document management. Built on TypeScript and PostgreSQL, it offers a scalable solution for businesses seeking to digitize operations, reduce administrative overhead, and enhance compliance through automated workflows. The system supports multiple storage backends including local, AWS S3, and Azure Blob Storage while integrating OCR capabilities to digitize physical documents into searchable digital assets.

How to Use Paperless MCP: Automate Workflows, Slash Paper Clutter?

  1. Installation: Deploy via Docker or Node.js runtime with PostgreSQL database configuration
  2. Configuration: Define workflows using YAML schema in smithery.yaml for document routing and metadata extraction
  3. API Integration: Leverage RESTful endpoints to automate document ingestion from external systems
  4. Deployment: Scale horizontally using Kubernetes manifests for enterprise-grade availability

Paperless MCP Features

Key Features of Paperless MCP: Automate Workflows, Slash Paper Clutter?

  • Workflow Automation: Rule-based processing of inbound documents with configurable triggers
  • Multi-Storage Support: Transparent document storage across local servers and cloud providers
  • OCR Integration: Text extraction from PDFs/scans using Tesseract and custom training models
  • API Extensibility: Webhooks and Swagger-documented endpoints for third-party system integration
  • Compliance Tracking: Audit logs with timestamped metadata for regulatory reporting

Use Cases of Paperless MCP: Automate Workflows, Slash Paper Clutter?

Financial Institutions: Automate invoice processing with tax code recognition and approval workflows

Healthcare Providers: Digitize patient records while maintaining HIPAA compliance through role-based access controls

Government Offices: Streamline permit applications with document validation and automated status updates

Paperless MCP FAQ

FAQ: Paperless MCP Implementation

How do I configure storage settings?

Edit config/storage.js to specify AWS credentials or mount network drives for NAS storage

Which OCR engines are supported?

Tesseract (v4+) by default, with plugin architecture for Google Vision or Azure Cognitive Services

Can I customize document templates?

Yes, use Handlebars templates in /views/documents for branded output formatting

Content

Paperless MCP - Document Management System

Paperless MCP Logo

A modern, efficient document management system for the digital workplace

FeaturesInstallationUsageAPIConfigurationContributingLicense

Overview

Paperless MCP is an open-source document management system designed to streamline the handling of digital documents in enterprise environments. It provides a comprehensive solution for storing, organizing, searching, and processing documents, eliminating the need for physical paperwork and simplifying document workflows.

The system offers robust document processing capabilities, including OCR (Optical Character Recognition), metadata extraction, and automated document classification, all while maintaining strict security and access controls.

Features

Document Storage & Organization

  • Secure cloud or on-premises document storage
  • Hierarchical folder structure
  • Custom metadata and tagging
  • Advanced search capabilities

Document Processing

  • OCR for scanned documents
  • Automated document classification
  • Metadata extraction
  • PDF processing and manipulation

Security & Compliance

  • Role-based access control
  • Audit logging for all document activities
  • Encryption of sensitive data
  • Compliance with industry standards (GDPR, HIPAA, etc.)

Integration & Extensibility

  • RESTful API for third-party integration
  • Webhook support for automation
  • Customizable workflow engine
  • Plugin architecture for extending functionality

User Experience

  • Intuitive web-based user interface
  • Mobile-responsive design
  • Document preview and annotation
  • Batch operations for efficient document handling

Installation

Prerequisites

  • Node.js (v16 or later)
  • npm or yarn
  • PostgreSQL (v13 or later)
  • Docker (optional, for containerized deployment)

Local Installation

  1. Clone the repository:
git clone https://github.com/yourusername/paperless-mcp.git
cd paperless-mcp
  1. Install dependencies:
npm install
  1. Set up environment variables:
cp .env.example .env
# Edit .env with your configuration
  1. Run database migrations:
npm run migrate
  1. Start the development server:
npm run dev

Docker Installation

  1. Clone the repository:
git clone https://github.com/yourusername/paperless-mcp.git
cd paperless-mcp
  1. Build and start the Docker containers:
docker-compose up -d

The application will be available at http://localhost:3000.

Usage

Basic Operations

Document Upload

import { DocumentService } from 'paperless-mcp';

const documentService = new DocumentService();
const result = await documentService.uploadDocument({
file: fileBuffer,
metadata: {
    title: 'Invoice #12345',
    category: 'Finance',
    tags: ['invoice', '2023', 'vendor-abc']
}
});

Document Retrieval

const document = await documentService.getDocument(documentId);

Document Search

const searchResults = await documentService.searchDocuments({
query: 'invoice',
filters: {
    category: 'Finance',
    dateRange: {
    from: '2023-01-01',
    to: '2023-12-31'
    }
},
page: 1,
limit: 20
});

CLI Usage

Paperless MCP also provides a command-line interface for administrative tasks:

# Display help
npx paperless-mcp --help

# Initialize the system
npx paperless-mcp init

# Import documents from a directory
npx paperless-mcp import --source /path/to/documents

# Run system diagnostics
npx paperless-mcp diagnose

API Documentation

Paperless MCP exposes a RESTful API for integration with other systems. The API is available at /api/v1 and requires authentication via API keys or JWT tokens.

Authentication

POST /api/v1/auth/login

Request body:

{
"username": "admin",
"password": "your-password"
}

Response:

{
"token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...",
"expiresAt": "2023-12-31T23:59:59Z"
}

Documents API

Create Document

POST /api/v1/documents

Request body:

{
"title": "Invoice #12345",
"content": "Base64 encoded file content...",
"metadata": {
    "category": "Finance",
    "tags": ["invoice", "2023"]
}
}

Get Document

GET /api/v1/documents/:id

Search Documents

GET /api/v1/documents/search?q=invoice&category=Finance&from=2023-01-01&to=2023-12-31&page=1&limit=20

For a complete API reference, see the API Documentation.

Configuration

Paperless MCP can be configured through environment variables, configuration files, or the smithery.yaml file.

Environment Variables

  • PORT: The port the server will listen on (default: 3000)
  • DATABASE_URL: PostgreSQL connection string
  • STORAGE_TYPE: Storage backend ('local', 's3', 'azure', etc.)
  • STORAGE_PATH: Local storage path (if STORAGE_TYPE=local)
  • LOG_LEVEL: Logging level ('debug', 'info', 'warn', 'error')
  • JWT_SECRET: Secret for JWT token generation
  • OCR_ENGINE: OCR engine to use ('tesseract', 'azure', etc.)

Configuration File

For more advanced configuration, create a config.js or config.json file in the project root. Example:

{
"server": {
    "port": 3000,
    "host": "0.0.0.0",
    "cors": {
    "enabled": true,
    "origins": ["https://example.com"]
    }
},
"database": {
    "url": "postgresql://user:password@localhost:5432/paperless",
    "pool": {
    "min": 2,
    "max": 10
    }
},
"storage": {
    "type": "s3",
    "config": {
    "bucket": "paperless-documents",
    "region": "us-west-2"
    }
}
}

Contributing

We welcome contributions to Paperless MCP! Please feel free to submit issues, feature requests, and pull requests.

Development Setup

  1. Fork the repository
  2. Clone your fork: git clone https://github.com/yourusername/paperless-mcp.git
  3. Create a feature branch: git checkout -b feature/my-feature
  4. Make your changes
  5. Run tests: npm test
  6. Commit your changes: git commit -m 'Add my feature'
  7. Push to the branch: git push origin feature/my-feature
  8. Submit a pull request

Coding Standards

  • We follow the TypeScript Coding Guidelines
  • All code should be properly typed
  • Unit tests are required for new features
  • Documentation should be updated with any changes

Documentation

  • API documentation is generated using TypeDoc
  • Update the README.md if you add or change features
  • Add examples for new functionality

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

  • Thanks to all contributors who have helped shape this project
  • Special thanks to the open-source community for the tools and libraries that make this project possible

Made with ❤️ by the Paperless MCP Team

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