IntelliDocs AI
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@IntelliDocs AISearch our docs and the web for the latest Q3 revenue figures."
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
IntelliDocs AI ā Enterprise RAG + MCP Assistant
One assistant, multiple knowledge sources, intelligent routing.
š„ Demo Video ⢠š Features ⢠┠Quick Start ⢠š ļø Setup ⢠š® Roadmap
šÆ Overview
IntelliDocs AI is a production-ready enterprise AI assistant that combines:
Retrieval-Augmented Generation (RAG) ā Answer questions from uploaded enterprise documents
Model Context Protocol (MCP) ā Access structured company databases with intelligent tool selection
Web Search ā Fetch current external information
LangGraph Workflow ā Orchestrate complex multi-source queries with conversation memory
Perfect for organizations needing a unified AI interface that connects documents, databases, and real-time information.
Related MCP server: mcp-rag-agent
š„ Demo Video
https://github.com/user-attachments/assets/74e28186-4539-4337-a1e2-9add03b54a40
šø Live Demo Screenshot
ā” Quick Start (5 Minutes)
Prerequisites
Python 3.9+
GROQ API Key
Git (for cloning)
Installation & Running
# 1ļøā£ Clone the repository
git clone https://github.com/rupali-chauksey/intellidocs-ai-enterprise-rag-mcp.git
cd intellidocs-ai-enterprise-rag-mcp
# 2ļøā£ Create virtual environment
python -m venv venv
# Windows
venv\Scripts\activate
# macOS/Linux
source venv/bin/activate
# 3ļøā£ Install dependencies
pip install -r requirements.txt
# 4ļøā£ Setup environment variables
cp .env.example .env
# Edit .env and add your GROQ_API_KEY
# 5ļøā£ Initialize database
python setup_db.py
# 6ļøā£ Run the application
python -m uvicorn app.main:app --reload --port 8002
# 7ļøā£ Open browser
# Navigate to http://localhost:8002Done! š Your IntelliDocs AI instance is now running.
š§ Installation & Setup
System Requirements
Requirement | Version |
Python | 3.9 or higher |
pip | Latest |
Node.js (optional) | 16+ (for frontend dev) |
Git | 2.0+ |
RAM | Minimum 2GB, Recommended 4GB+ |
Disk Space | ~500MB for dependencies |
Detailed Setup Steps
Step 1: Clone Repository
git clone https://github.com/rupali-chauksey/intellidocs-ai-enterprise-rag-mcp.git
cd intellidocs-ai-enterprise-rag-mcpStep 2: Virtual Environment Setup
# Create virtual environment
python -m venv venv
# Activate it
# On Windows:
venv\Scripts\activate
# On macOS/Linux:
source venv/bin/activate
# You should see (venv) in your terminalStep 3: Install Dependencies
pip install --upgrade pip
pip install -r requirements.txtStep 4: Environment Configuration
# Copy template
cp .env.example .env
# Edit .env file and add your keys:
# GROQ_API_KEY=your_api_key_here
# CHROMA_DB_PATH=./chroma_db
# DATABASE_PATH=./company.dbā ļø Important: Never commit .env file to Git!
Step 5: Database Setup
# Create and populate SQLite database
python setup_db.py
# Verify database
sqlite3 company.db ".tables"Step 6: Run the Application
# Development mode (with auto-reload)
python -m uvicorn app.main:app --reload --port 8002
# Production mode
python -m uvicorn app.main:app --port 8002 --workers 4Step 7: Access the Application
š± Open your browser: http://localhost:8002⨠Key Features
š 1. Retrieval-Augmented Generation (RAG)
Answer questions from uploaded enterprise documents with source awareness.
Supported Formats:
š PDF
š TXT
š Markdown
š DOCX
RAG Pipeline:
Document Upload
ā
Text Extraction & Preprocessing
ā
Smart Chunking (Overlap Detection)
ā
Embedding Generation (Sentence Transformers)
ā
ChromaDB Vector Storage
ā
User Query Processing
ā
Semantic Similarity Search
ā
Relevance Threshold Filtering
ā
LLM Answer Generation
ā
Source-Aware ResponseRAG Capabilities:
ā Document upload & automatic indexing
ā Incremental ChromaDB indexing
ā Document re-upload with replacement
ā Duplicate vector prevention
ā Document status & chunk count tracking
ā Safe document deletion with vector cleanup
ā Configurable relevance threshold filtering
ā Source-aware answer generation
ā Web fallback when context is unavailable
š 2. Model Context Protocol (MCP)
A real MCP server exposes company database functionality as intelligent tools. The system dynamically discovers available tools and selects the best one for each query.
Available MCP Tools:
Tool | Purpose |
| Department statistics & metrics |
| Employee records & information |
| Product revenue rankings |
| Sales team performance data |
| Company-wide metrics |
| Safe SELECT queries |
Smart Tool Selection:
šÆ Analyzes query intent
š Validates argument types
š”ļø Prevents SQL injection
š Returns structured data
šļø 3. Company Database
A production-ready SQLite database covering:
Employees Module:
Employee ID, name, email, department
Salary, hire date, job title
Performance metrics
Products Module:
Product ID, name, category
Price, revenue, stock
Performance metrics
Sales Module:
Salesperson details
Revenue data, commissions
Transaction records
Recreate Database Anytime:
python setup_db.pyš§ 4. Intelligent Query Routing
The system identifies query type and routes to the optimal source using deterministic patterns.
Query Type | Route | Example |
Document Question | RAG | "What is the AI course content?" |
Database Query | MCP | "Who is the highest paid employee?" |
Current Information | Web | "What is latest tech news?" |
Hybrid Query | RAG + MCP | "What is our policy AND who leads sales?" |
Routing Decision Tree:
User Query
ā
Pattern Matcher
ā
āāāāāāāāāāāāāāāāā¼āāāāāāāāāāāāā
ā¼ ā¼ ā¼
RAG Only Database Only Web Only
ā ā ā
āāāāāāāāāāāāāāāāā¼āāāāāāāāāāāāāā
ā¼
Check for Hybrid Patterns
ā
Route to Appropriate Handlerš 5. Hybrid RAG + MCP Processing
Answer complex questions requiring multiple sources simultaneously.
Example Query:
"What is our sales incentive policy, and who are our top 3 salespeople?"
Processing Flow:
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā User Query (Hybrid Pattern) ā
āāāāāāāāāāāāāā¬āāāāāāāāāāāāāāāāāāāāā
ā
āāāāāāāāāā“āāāāāāāāā
ā ā
RAG Retrieval MCP Database
(Policy) (Sales Data)
ā ā
āāāāāāāāāā¬āāāāāāāāā
ā
Response Synthesis
(LLM Combination)
ā
āāāāāāāāāāāāāāāāāāāāā
ā Final Answer ā
ā (Policy + Data) ā
āāāāāāāāāāāāāāāāāāāāāBenefits:
Combines unstructured knowledge with structured data
Single coherent response
Reduces user query count
More complete answers
š 6. Web Search Fallback
Fetch current external information when needed.
Used For:
Current events & news
Real-time data (weather, exchange rates)
External reference information
Fallback when RAG has no relevant context
Example Queries:
"Who is the current PM of India?"
"What is latest AI news?"
"Current USD to INR rate?"
š¬ 7. Conversation Memory
Maintain context across multiple turns for natural conversation flow.
Example Conversation:
User: "Who are the top 3 salespeople?"
AI: "Returns: Alice ($500K), Bob ($450K), Carol ($400K)"
User: "What are their salaries?"
AI: [Uses previous context, identifies 'their' = top 3 salespeople]
"Returns their individual salaries from database"
User: "What department are they in?"
AI: [Maintains full conversation context]
"Returns department info from database"Memory Features:
ā Context window management
ā Follow-up question resolution
ā Pronoun disambiguation
ā Multi-turn understanding
š 8. Document Management
Complete document lifecycle with status tracking.
Operations:
ā Upload ā Add new documents to knowledge base
ā Index ā Automatic chunking & embedding
ā Search ā Semantic similarity search
ā Re-upload ā Replace old document versions
ā Delete ā Remove with vector cleanup
ā Status Check ā View indexing status & chunk count
Document Status Values:
Status | Meaning |
| Upload received, waiting to index |
| Currently being processed |
| Ready for queries |
| Failed indexing, check logs |
šÆ 9. Relevance Filtering
Never blindly trust retrieval results. Configurable threshold prevents weak context.
Relevance Checking:
Query Input
ā
Vector Similarity Search
ā
Retrieved Chunks Scored
ā
āāāāāāāāāāāāāāāāāāāāāāāāā
ā Relevance Threshold? ā
āāāāāāāāāāāāā¬āāāāāāāāāāāā
āāāāāāāāā“āāāāāāāāā
ā¼ ā¼
PASS FAIL
ā ā
Use RAG Fallback to
Context Web SearchConfiguration in .env:
RELEVANCE_THRESHOLD=0.7š§© 10. LangGraph Workflow Orchestration
Sophisticated state machine for complex multi-source queries.
Workflow Diagram:
START
ā
Classify Query
āāāāāāāāāāāāāāāāāāā¼āāāāāāāāāāāāāāāāāā
ā¼ ā¼ ā¼
RAG Database Web
ā ā ā
Retrieve MCP Agent Web Search
ā ā ā
Relevance Grade Database Tool ā
āāāāāāāāāāāāāā¬āāāāā“āāāāāāāāāāāāāāāāā
ā¼
Response Synthesis
(Combine Results)
ā¼
Final Answer
ā
ā¼
Stream to UserHybrid Query Processing:
Input: RAG + Database Question
ā
āāā [Parallel] RAG Retrieval
ā āā Vector Search
ā āā Relevance Filter
ā
āāā [Parallel] MCP Database
ā āā Tool Selection
ā āā Database Query
ā
āāā [Merge] Response Synthesis
āā Combine contexts
āā LLM generates unified answeršļø System Architecture
āāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāāā
ā User Interface (Browser) ā
ā (HTML/CSS/JavaScript) ā
āāāāāāāāāāāāāāāāāāāā¬āāāāāāāāāāāāāāāāāāāāāāā
ā HTTP/WebSocket
āāāāāāāāāāā¼āāāāāāāāāāā
ā FastAPI Backend ā
ā (Uvicorn Server) ā
āāāāāāāāāāā¬āāāāāāāāāāā
ā
āāāāāāāāāāā¼āāāāāāāāāāāāāāāāāāāāā
ā LangGraph Router (Agent) ā
ā ⢠Query Classification ā
ā ⢠Tool Selection ā
ā ⢠Response Synthesis ā
āāā¬āāāāāāāāāāāāāāāāāāāāā¬āāāāāāāā
ā ā
āāāāāāāā¼āāāāāā āāāāāāāā¼āāāāāāā
ā RAG ā ā MCP/DB ā
ā Pipeline ā ā Agent ā
ā ā ā ā
ā ChromaDB āāā¼āāāāāāŗā MCP Server ā
ā (Vectors) ā ā SQLite DB ā
āāāāāāāāāāāāāā āāāāāāāāāāāāāāā
ā ā
āāāāāāāāāā¬āāāāāāāāāāāā
ā
āāāāāāāāā¼āāāāāāāāāā
ā Web Search ā
ā (Fallback) ā
āāāāāāāāāāāāāāāāāāā
ā
āāāāāāāāā¼āāāāāāāāāāāāāāā
ā Response Synthesis ā
ā (LLM Combination) ā
āāāāāāāāā¬āāāāāāāāāāāāāāā
ā
āāāāāāāāā¼āāāāāāāāāāāāāāā
ā Final Response ā
ā (with Sources) ā
āāāāāāāāāāāāāāāāāāāāāāāāš§± Technology Stack
Component | Technology | Purpose |
Language | Python 3.9+ | Core application |
Backend Framework | FastAPI | REST APIs & WebSocket |
Workflow Orchestration | LangGraph | Multi-source routing |
Vector Database | ChromaDB | Semantic search |
Structured Data | SQLite | Company database |
LLM | Groq (LLaMA) | Fast inference |
Embeddings | Sentence Transformers | Local embeddings |
Protocol | MCP | Database tool integration |
Frontend | HTML/CSS/JavaScript | User interface |
Server | Uvicorn | ASGI application server |
Containerization | Docker & Docker Compose | Production deployment |
š Project Structure
IntelliDocs_AI_Enterprise_RAG_MCP/
ā
āāā š app/
ā āāā __init__.py
ā āāā config.py # Configuration & settings
ā āāā db_tools.py # Database tool definitions
ā āāā graph.py # LangGraph workflow
ā āāā ingestion.py # Document ingestion pipeline
ā āāā main.py # FastAPI application
ā āāā mcp_agent.py # MCP agent logic
ā āāā mcp_server.py # MCP server implementation
ā āāā tools.py # Tool definitions
ā ā
ā āāā š routes/
ā ā āāā documents.py # Document management endpoints
ā ā āāā upload.py # Upload handling endpoints
ā ā
ā āāā š services/
ā ā āāā chunker.py # Text chunking logic
ā ā āāā document_loader.py # Format-specific loaders
ā ā āāā embedding.py # Embedding generation
ā ā āāā uploader.py # File upload service
ā ā āāā vector_store.py # ChromaDB operations
ā ā
ā āāā š static/
ā ā āāā index.html # Main UI
ā ā āāā š assets/
ā ā āāā style.css # Styling
ā ā āāā script.js # Frontend logic
ā ā
ā āāā š uploads/ # Uploaded documents
ā
āāā š data/
ā āāā company_policy.txt # Sample company docs
ā
āāā š tests/
ā āāā test_basic.py # Unit tests
ā
āāā š Assets/
ā āāā test_1.png
ā āāā test_2.png
ā
āāā š docs/
ā āāā API.md # API documentation
ā āāā ARCHITECTURE.md # Detailed architecture
ā āāā TROUBLESHOOTING.md # Common issues
ā
āāā setup_db.py # Database initialization
āāā requirements.txt # Python dependencies
āāā .env.example # Environment template
āāā .gitignore # Git ignore rules
āāā Dockerfile # Docker image
āāā docker-compose.yml # Docker Compose config
āāā README.md # This file
āāā LICENSE # MIT Licenseš ļø Configuration
Environment Variables
Create .env file from .env.example:
cp .env.example .envRequired Variables:
# LLM Configuration
GROQ_API_KEY=your_groq_api_key_here
MODEL_NAME=mixtral-8x7b-32768
# Database Configuration
DATABASE_PATH=./company.db
CHROMA_DB_PATH=./chroma_db
# Server Configuration
API_PORT=8000
API_HOST=0.0.0.0
# RAG Configuration
CHUNK_SIZE=500
CHUNK_OVERLAP=50
RELEVANCE_THRESHOLD=0.7
# MCP Configuration
MCP_ENABLED=true
MCP_PORT=5678ā ļø Security: Never commit .env to version control!
š Usage Examples
Example 1: RAG Query
User: "What is the pricing of the AI course?"
System Flow:
1. Classify as RAG query
2. Search documents
3. Find relevant sections
4. Generate answer with sources
Response: "The AI course costs $299..."Example 2: Database Query
User: "Who is the top salesperson this quarter?"
System Flow:
1. Classify as Database query
2. Select MCP tool: get_sales_performance
3. Execute database query
4. Synthesize response
Response: "Alice Johnson leads with $500K revenue..."Example 3: Hybrid Query
User: "What is our sales incentive policy and who qualifies?"
System Flow:
1. Classify as Hybrid (RAG + Database)
2. [Parallel] RAG retrieval ā Policy documents
3. [Parallel] MCP query ā Top performers
4. Synthesize both contexts
5. Generate unified answer
Response: "Our policy offers 5-15% bonus... Top qualifiers: Alice ($500K), Bob ($450K)..."Example 4: Web Fallback
User: "What is the current USD to INR exchange rate?"
System Flow:
1. Not found in documents or database
2. Trigger web search
3. Fetch current rate
4. Return real-time data
Response: "1 USD = 83.45 INR (as of today)"š Security Best Practices
Never Commit to Git
.env # API keys & secrets
venv/ # Virtual environment
chroma_db/ # Vector database
company.db # Company data
__pycache__/ # Python cache
.pytest_cache/ # Test cache
.vscode/ # IDE settings
*.pyc # Compiled Python
.DS_Store # macOS filesSecrets Management
ā Do:
Store API keys in
.envlocallyUse environment variables in production
Rotate keys regularly
Use separate keys for dev/prod
ā Don't:
Commit
.envto GitHardcode API keys
Share API keys in chat/email
Use same key for multiple environments
If Secret is Accidentally Committed
# 1. Revoke the compromised key immediately
# 2. Create a new key
# 3. Remove from Git history
git rm --cached .env
git commit --amend --no-edit
git pushš Deployment
Docker Deployment (Recommended)
# Build and run with Docker Compose
docker compose up --build
# Run in background
docker compose up -d
# View logs
docker compose logs -f
# Stop services
docker compose downManual Deployment
# Production setup
python -m uvicorn app.main:app --host 0.0.0.0 --port 8002 --workers 4
# With logging
python -m uvicorn app.main:app --host 0.0.0.0 --port 8002 --workers 4 --log-level infoCloud Deployment (Coming Soon)
AWS EC2/ECS
Google Cloud Run
Azure Container Instances
Heroku
š§Ŗ Testing
Run Unit Tests
# Install test dependencies
pip install pytest pytest-asyncio
# Run all tests
pytest
# Run specific test
pytest tests/test_basic.py
# With coverage
pytest --cov=app tests/Manual Testing Checklist
Document upload
Document search
Database queries
Web search fallback
Hybrid queries
Conversation memory
Error handling
š Troubleshooting
Issue: Module Import Error
Error: ModuleNotFoundError: No module named 'app'
Solution:
source venv/bin/activate # Activate virtual environment
pip install -r requirements.txt # Reinstall dependencies
python -m uvicorn app.main:app --reload --port 8002 # Run with correct import pathIssue: GROQ API Key Error
Error: GROQ_API_KEY not found or invalid
Solution:
# Check .env file exists
cat .env
# Update .env with correct key
GROQ_API_KEY=sk_xxxxxxxxxxxxxxxxxxxx
# Restart applicationIssue: Document Not Searchable
Error: Document uploaded but not returning in searches
Solution:
# Check document status
curl http://localhost:8000/api/documents/status
# If status is "error", check logs:
# Look for chunking or embedding errors
# Re-upload document
# Or recreate ChromaDB:
rm -rf chroma_db/
# Restart applicationIssue: Port Already in Use
Error: Address already in use: ('127.0.0.1', 8002)
Solution:
# Option 1: Use different port
python -m uvicorn app.main:app --port 8003
# Option 2: Kill process using port (Linux/macOS)
lsof -ti:8002 | xargs kill -9
# Option 3: Find and kill process (Windows)
netstat -ano | findstr :8002
taskkill /PID <PID> /FIssue: Upload Files Interfering with Auto-Reload
Error: File size mismatch or incomplete uploads during --reload
Solution:
# Don't use --reload when testing uploads
python -m uvicorn app.main:app --port 8002
# Or use production mode:
python -m uvicorn app.main:app --port 8002 --workers 4𩺠Diagnostics & Monitoring
Health Check Endpoint
curl http://localhost:8002/api/healthResponse:
{
"status": "healthy",
"components": {
"api": "ā Running",
"database": "ā Connected",
"vector_store": "ā Initialized",
"mcp_server": "ā Running"
}
}Document Diagnostics
# Get all documents status
curl http://localhost:8002/api/documents/status
# Get specific document details
curl http://localhost:8002/api/documents/<doc_id>Logs
# View application logs
tail -f app.log
# Check for errors
grep "ERROR" app.log
# Monitor MCP server
grep "MCP" app.logš ļø Development Guide
Setting Up Development Environment
# Install dev dependencies
pip install -r requirements-dev.txt
# Run with debug mode
export PYTHONUNBUFFERED=1
python -m uvicorn app.main:app --reload --port 8002 --log-level debug
# Format code
black app/
# Lint
flake8 app/
# Type check
mypy app/API Documentation
Auto-generated documentation available at:
Swagger UI:
http://localhost:8002/docsReDoc:
http://localhost:8002/redoc
š§© MCP Tools Reference
Tool: get_department_stats
Description: Get department statistics and metrics
Query Examples:
"Give me statistics for the Engineering department"
"How many employees in Sales?"
"Department performance metrics"
Tool: query_employees
Description: Search and filter employees
Query Examples:
"List all employees in Marketing"
"Who earns above $100K?"
"Show me employees hired in 2023"
Tool: get_top_products
Description: Ranking products by revenue
Query Examples:
"What are our top 5 products by revenue?"
"Which product has highest revenue?"
Tool: get_sales_performance
Description: Sales team performance data
Query Examples:
"Who is the top salesperson?"
"Sales rankings this quarter"
"Revenue by salesperson"
Tool: get_company_overview
Description: Company-wide metrics
Query Examples:
"Company overview"
"Total revenue and employees"
"Company statistics"
Tool: run_custom_query
Description: Safe SELECT queries (restricted)
Allowed Operations:
ā SELECT statements
ā WHERE clauses
ā JOIN operations
ā INSERT, UPDATE, DELETE
ā DROP, ALTER
šÆ Performance Optimization
Query Optimization
Time Complexity:
- Vector Search: O(n) ā ~100ms for 1M vectors
- Database Query: O(log n) ā ~10ms with indexes
- LLM Inference: ~2-3 seconds
- Total Response: ~3-4 secondsCaching Strategy
Recently retrieved documents cached in memory
Embedding results cached in ChromaDB
MCP tool results cached for 5 minutes
Scaling Recommendations
Small deployments: Single FastAPI instance
Medium deployments: Load balancer + 2-3 instances
Large deployments: Kubernetes + autoscaling + CDN
š® Future Improvements
š Security & Access
š User authentication & authorization
š„ Multi-user workspaces with role-based access
š Enterprise SSO (SAML, OAuth2)
š¢ Organization-level management
šļø Document-level & field-level access control
š”ļø Safety & Reliability
š§ Hallucination detection & response confidence scoring
š¦ Fallback mechanism when RAG/MCP/Web search all fail
ā±ļø Rate limiting & API throttling
ā” Caching layer for repeated queries
š Data Governance
š Audit logs for queries & responses
š PII / sensitive data masking in responses
šļø Data retention & deletion policies (GDPR-style compliance)
āļø Infrastructure
āļø Cloud deployment templates
šļø PostgreSQL & MongoDB support
š¦ Vector DB options (Pinecone, Weaviate, Milvus)
š Distributed deployment architecture
š Performance & Product
ā” Streaming responses with Server-Sent Events
š Advanced analytics & observability
š Enhanced citation & source tracking
š Production monitoring & alerting
šØ Advanced UI customization
š§Ŗ Comprehensive test coverage
š¤ Multi-agent collaboration
š¬ User feedback loop (thumbs up/down on answers)
Contributions welcome for any of the above.
š What This Project Demonstrates
This is a production-grade implementation of modern AI systems covering:
Area | Technologies |
LLM Applications | Groq, Claude integration |
RAG Systems | ChromaDB, Sentence Transformers |
Vector Databases | Semantic search, embeddings |
Agentic Workflows | Tool calling, agent patterns |
Orchestration | LangGraph state machine |
Protocols | Model Context Protocol (MCP) |
Database Integration | SQLite, custom SQL tools |
Web Integration | Web search APIs |
Backend Development | FastAPI, REST APIs |
Document Processing | PDF/DOCX/TXT parsing |
DevOps | Docker, Docker Compose |
Testing | pytest, integration tests |
š Final Note
IntelliDocs AI brings together the best of modern AI technologies to create a practical, production-ready system for enterprise knowledge management.
INTELLIDOCS AI
āāāāāāāāāāāā¬āāāāāāāāāāā¬āāāāāāāāāāā
ā ā ā ā
RAG MCP WEB MEMORY
ā ā ā ā
ā¼ ā¼ ā¼ ā¼
Documents Database Internet Context
ā ā ā ā
āāāāāāāāāāāā“āāāāāāāāāāā“āāāāāāāāāāā
ā
ā¼
LangGraph Router
ā
ā¼
Intelligent AnswerEnterprise Knowledge + Business Data + Web Intelligence = IntelliDocs AI
This server cannot be deployed
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