paperless_skill

Overview

This skill integrates with Paperless-ngx to search, read, organize, and download documents from your document management library. It exposes common CLI operations so you can find invoices, receipts, tax forms, and other documents quickly and manage metadata and tags from conversational prompts. Use it to streamline document retrieval and lightweight library maintenance without leaving your chat flow.

How this skill works

The skill issues Paperless-ngx CLI commands (paperless-cli) using credentials provided in a secrets environment file and parses results to present document lists, metadata, and extracted text. It supports full-text search with filters, listing recent or inbox items, reading document details and OCR text, editing metadata and tags, finding related documents, and downloading originals. Command flags must be placed before positional arguments and document IDs are integers from search/list outputs.

When to use it

• Locate invoices, receipts, bills, or tax forms across your document library.
• Retrieve OCR-extracted text or full document details for a specific file.
• Add or remove tags and edit metadata to keep the archive organized.
• Find documents similar to a selected record (related receipts, invoices).
• Download original files for sharing or local processing.

Best practices

• Keep PAPERLESS_URL and PAPERLESS_TOKEN in a secure ~/.secrets.env file loaded by the wrapper.
• Run searches first to obtain the document ID before issuing metadata or download commands.
• Place CLI flags before positional arguments to avoid incorrect parsing.
• Use date ranges, tags, and correspondents filters to narrow search results and reduce noise.
• Verify changes (list or read document) after editing metadata or tags to confirm updates.

Example use cases

• Search for all receipts tagged "travel" from last month and download originals for expense reporting.
• Find a specific invoice by supplier name and extract the OCR text to copy payment details.
• List new inbox items, tag them with project codes, and move them into the proper document type.
• Discover documents similar to a selected contract to gather related signed copies.
• Bulk-update correspondent or document type metadata after a company reorganization.