Paperless MCP
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# Paperless MCP
<!-- mcp-name: io.github.pvliesdonk/paperless-mcp -->
[](https://github.com/pvliesdonk/paperless-mcp/actions/workflows/ci.yml) [](https://codecov.io/gh/pvliesdonk/paperless-mcp) [](https://pypi.org/project/pvliesdonk-paperless-mcp/) [](https://pypi.org/project/pvliesdonk-paperless-mcp/) [](LICENSE) [](https://github.com/pvliesdonk/paperless-mcp/pkgs/container/paperless-mcp) [](https://pvliesdonk.github.io/paperless-mcp/) [](https://pvliesdonk.github.io/paperless-mcp/latest/llms.txt) [](https://github.com/pvliesdonk/fastmcp-server-template)
Paperless-NGX document management over MCP: search, tag, upload, and read documents; manage tags, correspondents, document types, and custom fields.
**[Documentation](https://pvliesdonk.github.io/paperless-mcp/)** | **[Config wizard](https://pvliesdonk.github.io/paperless-mcp/latest/configuration-generator/)** | **[PyPI](https://pypi.org/project/pvliesdonk-paperless-mcp/)** | **[Docker](https://github.com/pvliesdonk/paperless-mcp/pkgs/container/paperless-mcp)**
## Features
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- **Document search & retrieval:** full-text and filtered list queries against Paperless-NGX, plus access to extracted OCR text, metadata, and thumbnails.
- **Tag, correspondent, document-type, custom-field management:** full CRUD and bulk-edit for every classification dimension Paperless exposes.
- **Document lifecycle** supports uploads, field changes, notes, audit history, and AI-suggested tags/correspondents/types.
- **Operational introspection** covers saved views, storage paths, share links, background tasks (with `wait_for_task`), statistics, and remote Paperless-NGX version.
- **MCP tools:** 50 LLM-visible tools with `Lucide` icons and read-only gating; see `src/paperless_mcp/tools/`.
- **MCP resources:** 20 URIs exposing documents and domain collections; see `src/paperless_mcp/resources/`.
- **Read-only mode:** flip `PAPERLESS_MCP_READ_ONLY=true` to disable every mutating tool at startup.
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## What you can do with it
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With this server mounted in an MCP client (Claude, etc.), you can:
- **"Find last quarter's invoices from ACME."** Composes `search_documents` with a correspondent filter, then streams matches via `paperless://documents/{id}/content`.
- **"Tag these three documents as 'reviewed' and move them to the Accounting correspondent."** Uses `bulk_edit_documents` in a single call.
- **"Upload this PDF and wait until OCR finishes."** Composes `upload_document` + `wait_for_task` so the assistant only reports back once the document is indexed.
- **"What changed on document 4213 in the last week?"** Reads `paperless://documents/4213/history` and summarises the audit trail.
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## Installation
### From PyPI
```bash
pip install pvliesdonk-paperless-mcp
```
If you add optional extras via the `PROJECT-EXTRAS-START` / `PROJECT-EXTRAS-END` sentinels in `pyproject.toml`, document them below:
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- `pip install pvliesdonk-paperless-mcp[docs]`: installs `mkdocs-material` and `mkdocstrings[python]` for building the documentation site locally (`uv run mkdocs serve`).
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### From source
```bash
git clone https://github.com/pvliesdonk/paperless-mcp.git
cd paperless-mcp
uv sync --all-extras --all-groups
```
### Docker
```bash
docker pull ghcr.io/pvliesdonk/paperless-mcp:latest
```
To run the newest merged code instead of the newest release, use the rolling `edge` tag. It is rebuilt on every merge to `main` and carries no version identity. See [Image tags](docs/deployment/docker.md#image-tags) for the full tag list.
```bash
docker pull ghcr.io/pvliesdonk/paperless-mcp:edge
```
A `compose.yml` ships at the repo root as a starting point. Copy `.env.example` to `.env`, edit, and `docker compose up -d`.
To attach a remote Python debugger (development only; the protocol is unauthenticated), see [Remote debugging](docs/deployment/docker.md#remote-debugging).
### Linux packages (.deb / .rpm)
Download `.deb` or `.rpm` packages from the [GitHub Releases](https://github.com/pvliesdonk/paperless-mcp/releases) page. Both install a hardened systemd unit; env configuration is sourced from `/etc/paperless-mcp/env` (copy from the shipped `/etc/paperless-mcp/env.example`).
### Claude Desktop (.mcpb bundle)
Download the `.mcpb` bundle from the [GitHub Releases](https://github.com/pvliesdonk/paperless-mcp/releases) page and double-click to install, or run:
```bash
mcpb install paperless-mcp-<version>.mcpb
```
Claude Desktop prompts for required env vars via a GUI wizard, with no manual JSON editing needed.
For manual Claude Desktop configuration and setup options, see [Claude Desktop deployment](docs/deployment/claude-desktop.md).
## Release channels
Artifacts ship on three channels. Each row lists exactly what that channel publishes.
| Channel | Version identity | Artifacts |
|---|---|---|
| `edge` (rolling) | None; the commit is the identity | Docker image `:edge` rebuilt on every merge to `main`; `.mcpb` bundle as the `mcpb-bundle-edge` workflow artifact; Claude Code plugin `.zip` as the `plugin-zip-edge` artifact; rolling `unstable` docs version. It leaves no git tag, GitHub release, or PyPI entry behind. |
| Pre-release | `vX.Y.Z-rc.N`, computed and reviewed in its release pull request | PyPI (as the pre-release `X.Y.ZrcN`); GitHub release with wheels, `sdist`, `.deb`/`.rpm` packages, `.mcpb` bundle, plugin `.zip`, and SBOM attached; Docker image under its immutable `vX.Y.Z-rc.N` tag plus the ordering-aware rolling `rc` tag. Skips the plugin marketplace, the MCP registry, and the docs deploy. |
| Stable | `vX.Y.Z` | Everything: PyPI, Docker (version tag plus ordering-aware `latest` / `vX` / `vX.Y`), `.deb`/`.rpm`, GitHub release assets (wheels, `sdist`, `.mcpb` bundle, plugin `.zip`, SBOM), plugin marketplace and MCP registry entries (when the release is the newest stable), versioned docs with an ordering-aware `latest` alias. |
Pre-releases reach PyPI so that a candidate's `.mcpb` bundle installs: the bundle points at PyPI rather than carrying the code. Ordinary installers never see them, because a PEP 440 resolver skips pre-releases unless the requirement pins one or you pass `--pre`. Ask for a candidate by name with `pip install pvliesdonk-paperless-mcp==X.Y.ZrcN`. PyPI spells it in the PEP 440 canonical form, while tags use SemVer. Rolling pointers are ordering-aware, so a patch release cut from an old `release/X.Y` branch never moves `latest`-style tags back to older content, and a candidate for an already-released version never moves `rc`. See [Release process](docs/deployment/release-process.md) for the full model.
## Quick start
```bash
paperless-mcp serve # stdio transport
paperless-mcp serve --transport http --port 8000 # streamable HTTP
```
For library usage (embedding the domain logic without the MCP transport), import from the `paperless_mcp` package directly. See the project's domain modules under `src/paperless_mcp/` for entry points.
### Server info
The server registers a built-in `get_server_info` tool (via `fastmcp_pvl_core.register_server_info_tool`) so operators can confirm the deployed version with a single MCP call. The default response carries `server_name`, `server_version`, and `core_version`. Servers that talk to a remote upstream wire upstream version reporting inside the `DOMAIN-UPSTREAM-START` / `DOMAIN-UPSTREAM-END` sentinel in `src/paperless_mcp/server.py`; see [`CLAUDE.md`](CLAUDE.md#server-info-tool-get_server_info) for the wiring pattern.
## Configuration
All settings come from environment variables with the `PAPERLESS_MCP_` prefix.
### Required
| Variable | Description |
|---|---|
| `PAPERLESS_MCP_PAPERLESS_URL` | Base URL of the Paperless-NGX REST API (no trailing slash). |
| `PAPERLESS_MCP_API_TOKEN` | Paperless service-account token. |
### Optional (with defaults)
| Variable | Default | Description |
|---|---|---|
| `PAPERLESS_MCP_PAPERLESS_PUBLIC_URL` | *(same as `PAPERLESS_MCP_PAPERLESS_URL`)* | Public-facing Paperless UI URL used to construct user-visible links, including `web_url` and `share_url`. Defaults to the API URL when unset. |
| `PAPERLESS_MCP_HTTP_TIMEOUT_SECONDS` | `30` | Per-request HTTP timeout (seconds). |
| `PAPERLESS_MCP_HTTP_RETRIES` | `2` | Retries (not counting the initial attempt) on 5xx/network errors. |
| `PAPERLESS_MCP_DEFAULT_PAGE_SIZE` | `25` | Default `page_size` for list tools. Clamped `[1, 100]`. |
| `PAPERLESS_MCP_READ_ONLY` | `false` | When `true`, disables every writable tool. |
| `PAPERLESS_MCP_INSTRUCTIONS` | *(built-in)* | Operator-supplied description appended to MCP instructions. |
See the [Transport & Auth](#transport--auth) section below for the inherited transport, auth, and logging variables.
## Transport & Auth
The following variables are inherited unchanged from [`fastmcp-server-template`](https://github.com/pvliesdonk/fastmcp-server-template):
| Variable | Description |
|---|---|
| `PAPERLESS_MCP_TRANSPORT` | Server transport: `stdio` (default), `http`, or `sse`. |
| `PAPERLESS_MCP_HOST` | Bind host for HTTP/SSE transport (default `127.0.0.1`). |
| `PAPERLESS_MCP_PORT` | Bind port for HTTP/SSE transport (default `8000`). |
| `PAPERLESS_MCP_HTTP_PATH` | URL path prefix for HTTP transport (default `/mcp`). |
| `PAPERLESS_MCP_BASE_URL` | Public base URL for OIDC and public HTTP server metadata. |
| `PAPERLESS_MCP_OIDC_*` | OIDC provider settings when OIDC auth is enabled. |
| `PAPERLESS_MCP_BEARER_TOKEN` | Static bearer token for simple token auth. |
| `PAPERLESS_MCP_LOG_LEVEL` | Log level: `DEBUG`, `INFO`, `WARNING`, `ERROR`. |
| `PAPERLESS_MCP_LOG_FORMAT` | Log format: `rich` (default) or `json`. |
## Tools
### Documents
| Tool | Description |
|---|---|
| `list_documents` | List documents with optional filtering; OCR `content` stripped by default (`include_content=True` for full text). `notes[].note` and `custom_fields[].value` are always stripped on listings. Use single-document endpoints to fetch them. |
| `search_documents` | Full-text search across documents; OCR `content` stripped by default (`include_content=True` for full text). `notes[].note` and `custom_fields[].value` are always stripped on search hits. |
| `get_document` | Retrieve a document by ID; OCR `content` stripped by default (`include_content=True` for full text) |
| `get_document_content` | Get the extracted text content of a document |
| `get_document_thumbnail` | Get the thumbnail image of a document |
| `get_document_metadata` | Get metadata (original filename, checksums, etc.) |
| `get_document_notes` | List notes attached to a document |
| `get_document_history` | Get the audit history of a document |
| `get_document_suggestions` | Get AI-generated tag/correspondent/type suggestions |
| `update_document` | Update document fields (title, tags, correspondent, etc.); response OCR `content` stripped by default (`include_content=True` to retain) |
| `delete_document` | Delete a document |
| `upload_document` | Upload a new document for processing |
| `bulk_edit_documents` | Apply a bulk operation to multiple documents |
| `add_document_note` | Add a note to a document |
| `delete_document_note` | Delete a note from a document |
`get_document`, `list_documents`, `search_documents`, and `update_document` include a `web_url` field pointing to the document in the Paperless UI, such as `https://paperless.example.com/documents/42/`. Set `PAPERLESS_MCP_PAPERLESS_PUBLIC_URL` if the public URL differs from the API URL; otherwise the API URL is used.
Paginated tools return `next`/`previous` as bare `page=N` markers (never full URLs). Callers pass `page=N` explicitly when walking pages. `None` means no further page.
### Tags
| Tool | Description |
|---|---|
| `list_tags` | List all tags |
| `get_tag` | Get a tag by ID |
| `create_tag` | Create a new tag |
| `update_tag` | Update a tag |
| `delete_tag` | Delete a tag |
| `bulk_edit_tags` | Bulk edit tags |
### Correspondents
| Tool | Description |
|---|---|
| `list_correspondents` | List all correspondents |
| `get_correspondent` | Get a correspondent by ID |
| `create_correspondent` | Create a new correspondent |
| `update_correspondent` | Update a correspondent |
| `delete_correspondent` | Delete a correspondent |
| `bulk_edit_correspondents` | Bulk edit correspondents |
### Document Types
| Tool | Description |
|---|---|
| `list_document_types` | List all document types |
| `get_document_type` | Get a document type by ID |
| `create_document_type` | Create a new document type |
| `update_document_type` | Update a document type |
| `delete_document_type` | Delete a document type |
| `bulk_edit_document_types` | Bulk edit document types |
### Custom Fields
| Tool | Description |
|---|---|
| `list_custom_fields` | List all custom fields |
| `get_custom_field` | Get a custom field by ID |
| `create_custom_field` | Create a new custom field |
| `update_custom_field` | Update a custom field |
| `delete_custom_field` | Delete a custom field |
### Observability
| Tool | Description |
|---|---|
| `list_storage_paths` | List storage paths |
| `get_storage_path` | Get a storage path by ID |
| `list_saved_views` | List saved views |
| `get_saved_view` | Get a saved view by ID |
| `list_share_links` | List share links (includes `share_url`; uses `PAPERLESS_MCP_PAPERLESS_PUBLIC_URL` if set, otherwise `PAPERLESS_MCP_PAPERLESS_URL`) |
| `get_share_link` | Get a share link by ID (includes `share_url`; uses `PAPERLESS_MCP_PAPERLESS_PUBLIC_URL` if set, otherwise `PAPERLESS_MCP_PAPERLESS_URL`) |
| `list_tasks` | List background tasks. Paginates (`page`, `page_size` up to 100). By default returns only unacknowledged tasks. Pass `include_acknowledged=True` to include acknowledged tasks, or `acknowledged=True` to return only acknowledged ones. |
| `get_task` | Get a task by ID |
| `wait_for_task` | Wait until a task completes |
| `get_statistics` | Get server statistics |
| `get_remote_version` | Get the Paperless-NGX version |
## Resources
| URI | Description |
|---|---|
| `config://paperless` | Server configuration snapshot |
| `stats://paperless` | Document statistics |
| `remote-version://paperless` | Paperless-NGX version |
| `tags://paperless` | All tags |
| `correspondents://paperless` | All correspondents |
| `document-types://paperless` | All document types |
| `custom-fields://paperless` | All custom fields |
| `storage-paths://paperless` | All storage paths |
| `saved-views://paperless` | All saved views |
| `tasks://paperless` | All background tasks |
| `paperless://documents/{document_id}` | Document by ID |
| `paperless://documents/{document_id}/content` | Extracted text content |
| `paperless://documents/{document_id}/metadata` | File metadata |
| `paperless://documents/{document_id}/notes` | Document notes |
| `paperless://documents/{document_id}/history` | Audit history |
| `paperless://documents/{document_id}/thumbnail` | Thumbnail image |
| `paperless://documents/{document_id}/preview` | PDF preview |
| `paperless://documents/{document_id}/download` | Original file download |
### Shared template variables
Inherited from `fastmcp-pvl-core` across all services built on the template:
<!-- GENERATED-ENV-TABLE-CORE-START — generated by scripts/gen_config_surface.py; do not edit -->
| Variable | Default | Description |
|---|---|---|
| `PAPERLESS_MCP_KV_STORE_URL` | `file:///data/state` | Persistent-state backend URL shared by every pvl-core subsystem that needs state. `memory://` is in-process and lost on restart; `file:///path` persists on one server; `redis://`, `dynamodb://` and `mongodb://` each need their matching extra. When unset, defaults to `file:///data/state` (the volume family Docker images mount), or to `memory://`; with a warning; on a host where that directory is not usable. |
| `FASTMCP_LOG_LEVEL` | `INFO` | Log level for FastMCP internals and app loggers (DEBUG / INFO / WARNING / ERROR / CRITICAL). The -v CLI flag overrides to DEBUG. |
| `FASTMCP_ENABLE_RICH_LOGGING` | `true` | Set false for plain or structured JSON log output. |
<!-- GENERATED-ENV-TABLE-CORE-END -->
Domain-specific variables go below under [Domain configuration](#domain-configuration).
## Authentication
Callers authenticate via a bearer token or OIDC (mutually exclusive). See the [Authentication guide](docs/guides/authentication.md) for setup, mapped multi-subject tokens, OIDC, and troubleshooting.
## Post-scaffold checklist
After `copier copy` and `gh repo create --push`:
1. **Fill in the DOMAIN blocks** (every section marked with a `DOMAIN` sentinel comment) in this README and in `CLAUDE.md`. The `GENERATED-ENV-TABLE-*` regions are not DOMAIN blocks; the config generator owns them and rewrites them on every run.
2. Configure GitHub secrets (see below).
3. Install dev + docs tooling: `uv sync --all-extras --all-groups`.
4. Install pre-commit hooks: `uv run pre-commit install`.
5. Run the gate locally: `uv run pytest -x -q && uv run ruff check --fix . && uv run ruff format . && uv run mypy src/ tests/`.
6. Push the first commit. CI should be green.
## GitHub secrets
CI workflows reference three repository secrets. Configure them via **Settings → Secrets and variables → Actions** or with `gh secret set`:
| Secret | Used by | How to generate |
|---|---|---|
| `RELEASE_TOKEN` | `release-prepare.yml`, `release.yml`, `release-notes.yml`, `copier-update.yml`, `renovate.yml`, `bootstrap.yml` | Fine-grained PAT at <https://github.com/settings/personal-access-tokens/new> with `contents: write`, `pull_requests: write`, and `administration: write` (bootstrap applies the repository rulesets + auto-merge). Must belong to a repository admin: the shipped rulesets grant bypass to the admin role, and the release tag + GitHub release that knope creates after a release pull request merges rely on it (pull requests the token opens also need it so their CI runs). Scoped to this repo. |
| `CODECOV_TOKEN` | `ci.yml` | <https://codecov.io>: sign in with GitHub and add the repo. The upload token is on its settings page. |
| `CLAUDE_CODE_OAUTH_TOKEN` | `claude.yml`, `claude-code-review.yml`, `release-notes.yml` | Run `claude setup-token` locally and paste the result. |
```bash
gh secret set RELEASE_TOKEN
gh secret set CODECOV_TOKEN
gh secret set CLAUDE_CODE_OAUTH_TOKEN
```
> Dependency updates are handled by **Renovate** (`renovate.yml`), which reuses
> `RELEASE_TOKEN`. It maintains `uv.lock` and auto-merges patch/minor bumps once
> the `CI Success` check is green; `bootstrap.yml` enables auto-merge and applies
> the repository rulesets (`.github/rulesets/`) on first push. See
> [Repository Protection](docs/deployment/repository-protection.md) for the
> per-branch posture and bypass model. GitHub Actions are updated in the copier
> template and arrive via `copier update`, not per-repo.
`GITHUB_TOKEN` is auto-provided; no action needed.
## Local development
The PR gate (matches CI):
```bash
uv run pytest -x -q # tests
uv run ruff check --fix . && uv run ruff format . # lint + format
uv run mypy src/ tests/ # type-check
```
Pre-commit runs a subset of the gate on each commit; see `.pre-commit-config.yaml` for details, or [`CLAUDE.md`](CLAUDE.md) for the full Hard PR Acceptance Gates.
## Troubleshooting
### Moving a scaffolded project
`uv sync` creates `.venv/bin/*` scripts with absolute shebangs pointing at the venv Python. If you move the repo after scaffolding (`mv /old/path /new/path`), `uv run pytest` fails with `ModuleNotFoundError: No module named 'fastmcp'` because the stale shebang resolves to a different interpreter than the venv's site-packages.
**Fix:**
```bash
rm -rf .venv
uv sync --all-extras --all-groups
```
`uv run python -m pytest` also works as a one-shot workaround (bypasses the stale entry-script shim).
### `uv.lock` refresh after `copier update`
When `copier update` introduces new dependencies (such as a new extra added to `pyproject.toml.jinja`), the CI install step runs `uv sync --locked`, which fails against a stale lockfile. Run `uv lock` locally and commit the refreshed `uv.lock` alongside accepting the copier-update PR.
CI installs with `--locked` (and the review workflow with `--frozen`) so no job ever rewrites `uv.lock` in its own workspace: a job that re-locks hides the drift it just repaired, and a dirty workspace breaks any later `git checkout` in the same job. Lockfile drift then shows up as a red install step with a clear message, not as a silent mutation.
## Links
- [Documentation](https://pvliesdonk.github.io/paperless-mcp/)
- [llms.txt](https://pvliesdonk.github.io/paperless-mcp/latest/llms.txt)
- [FastMCP](https://gofastmcp.com)
- [fastmcp-pvl-core](https://pypi.org/project/fastmcp-pvl-core/)
<!-- ===== TEMPLATE-OWNED SECTIONS END ===== -->
## Domain configuration
Domain environment variables use the `PAPERLESS_MCP_` prefix:
<!-- GENERATED-ENV-TABLE-DOMAIN-START — generated by scripts/gen_config_surface.py; do not edit -->
| Variable | Default | Required | Description |
|---|---|---|---|
| `PAPERLESS_MCP_PAPERLESS_URL` | (none) | **Yes** | Base URL of the Paperless-NGX REST API, without a trailing slash. |
| `PAPERLESS_MCP_API_TOKEN` | (none) | **Yes** | Paperless service-account token used for outbound API requests. |
| `PAPERLESS_MCP_HTTP_TIMEOUT_SECONDS` | `30.0` | No | Per-request HTTP timeout in seconds. |
| `PAPERLESS_MCP_HTTP_RETRIES` | `2` | No | Retries for idempotent requests after network errors or 5xx responses. |
| `PAPERLESS_MCP_DEFAULT_PAGE_SIZE` | `25` | No | Default page size for list tools, from 1 through 100. |
| `PAPERLESS_MCP_PAPERLESS_PUBLIC_URL` | (none) | No | Public Paperless UI URL for user-visible links; defaults to PAPERLESS_URL. |
<!-- GENERATED-ENV-TABLE-DOMAIN-END -->
Domain-config fields are composed inside `src/paperless_mcp/config.py` between the `CONFIG-FIELDS-START` / `CONFIG-FIELDS-END` sentinels; env reads go through `fastmcp_pvl_core.env(_ENV_PREFIX, "SUFFIX", default)` so naming stays consistent, and field invariants go in `__post_init__` between the `CONFIG-VALIDATE-START` / `CONFIG-VALIDATE-END` sentinels. Each field's `metadata` `help` and `tags` generate the table above directly, so keep them accurate and complete.
## Key design decisions
<!-- DOMAIN-START -->
- **Read-only gating at startup, not per-call.** `PAPERLESS_MCP_READ_ONLY=true` skips registration of every mutating tool so they simply are not part of the advertised tool surface. Clients cannot invoke a write that will be refused.
- **HTTP layer retries idempotent reads only.** `PAPERLESS_MCP_HTTP_RETRIES` applies to GETs on 5xx/network errors; writes never retry automatically, to avoid double-applying bulk edits or uploads.
- **Tool icons come from `Lucide`.** Every tool carries a `Lucide` icon hint so MCP clients that render icons (Claude Desktop) get a coherent visual surface. See `src/paperless_mcp/tools/_icons.py`.
- **Models accept unknown upstream fields.** `Pydantic` models use lenient validation for list-endpoint responses so newer Paperless-NGX versions do not break the client (the `Document.some_future_paperless_field` test pins this behaviour).
- **No prompts ship in v1.** `prompts.py` is intentionally empty; prompts land as concrete user-workflow patterns emerge in practice.
<!-- DOMAIN-END -->
TDQS
Scored across 50 tools
Most tools are cleanly separated by resource and action, and the document getters are split into distinct aspects (content, metadata, notes, history, suggestions). The main ambiguity is between get_server_info and get_remote_version, since both expose Paperless version information.
Names overwhelmingly follow a verb_noun snake_case pattern like list_documents, create_tag, and delete_document_type. Minor inconsistencies exist, such as get_server_info vs. get_remote_version and add_document_note/delete_document_note using add/delete rather than create/delete, but the overall pattern is predictable.
50 tools is a very large surface for an MCP server and exceeds the 25+ threshold where tool count starts to hurt usability. While Paperless has many subresources, several of them only have list/get tools, so the set feels heavier and more cluttered than necessary.
Core resources like documents, tags, correspondents, document types, and custom fields have solid CRUD and bulk-operation coverage. However, storage paths, saved views, and share links only support list and get, with no create/update/delete, leaving noticeable lifecycle gaps.