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5 changes: 5 additions & 0 deletions .changeset/document-notes-tools.md
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@@ -0,0 +1,5 @@
---
"@baruchiro/paperless-mcp": minor
---

Add MCP tools for document notes: `create_document_note`, `list_document_notes`, and `delete_document_note` (backed by the Paperless `/api/documents/{id}/notes/` endpoint). Notes are the natural place for an audit trail or progress notes on a document.
44 changes: 44 additions & 0 deletions README.md
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Expand Up @@ -291,6 +291,50 @@ post_document({
})
```

### Document Notes

#### list_document_notes
List all notes attached to a document.

Parameters:
- id: Document ID

```typescript
list_document_notes({
id: 123
})
```

#### create_document_note
Add a note to a document. Returns the document's full list of notes.

Parameters:
- id: Document ID
- note: The note text to add

```typescript
create_document_note({
id: 123,
note: "Invoice paid on 2026-06-30 from Commerzbank account."
})
```

#### delete_document_note
⚠️ Delete a single note from a document by its note ID. This operation is irreversible.

Parameters:
- id: Document ID
- note_id: The ID of the note to delete
- confirm: Must be `true` to confirm this destructive operation

```typescript
delete_document_note({
id: 123,
note_id: 5,
confirm: true
})
```

### Tag Operations

#### list_tags
Expand Down
37 changes: 37 additions & 0 deletions src/api/PaperlessAPI.ts
Original file line number Diff line number Diff line change
Expand Up @@ -16,6 +16,7 @@ import {
MailAccount,
MailRule,
GetTagsResponse,
Note,
Tag,
} from "./types";
import { headersToObject } from "./utils";
Expand Down Expand Up @@ -220,6 +221,42 @@ export class PaperlessAPI {
return response;
}

// Document note operations

/**
* Retrieve all notes attached to a document.
* @param documentId - The document ID.
* @returns The document's notes.
*/
async getDocumentNotes(documentId: number): Promise<Note[]> {
return this.request<Note[]>(`/documents/${documentId}/notes/`);
}

/**
* Create a note on a document.
* @param documentId - The document ID.
* @param note - The note text to add.
* @returns The document's full notes list after creation.
*/
async createDocumentNote(documentId: number, note: string): Promise<Note[]> {
return this.request<Note[]>(`/documents/${documentId}/notes/`, {
method: "POST",
body: JSON.stringify({ note }),
});
}

/**
* Delete a note from a document by its note ID.
* @param documentId - The document ID.
* @param noteId - The ID of the note to delete.
* @returns The document's remaining notes after deletion.
*/
async deleteDocumentNote(documentId: number, noteId: number): Promise<Note[]> {
return this.request<Note[]>(`/documents/${documentId}/notes/?id=${noteId}`, {
method: "DELETE",
});
}

// Tag operations
async getTags(): Promise<GetTagsResponse> {
return this.request<GetTagsResponse>("/tags/");
Expand Down
2 changes: 2 additions & 0 deletions src/server.ts
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Expand Up @@ -7,6 +7,7 @@ import { registerCustomFieldTools } from "./tools/customFields";
import { registerDocumentTools } from "./tools/documents";
import { registerDocumentTypeTools } from "./tools/documentTypes";
import { registerMailTools } from "./tools/mail";
import { registerNoteTools } from "./tools/notes";
import { registerTagTools } from "./tools/tags";

export interface CreateMcpServerOptions {
Expand All @@ -29,6 +30,7 @@ export function createMcpServer({
);
registerDocumentTools(server, api);
registerDocumentResources(server, api);
registerNoteTools(server, api);
registerTagTools(server, api);
registerCorrespondentTools(server, api);
registerDocumentTypeTools(server, api);
Expand Down
202 changes: 202 additions & 0 deletions src/tools/notes.test.ts
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import assert from "node:assert/strict";
import { test, describe } from "node:test";
import { Client } from "@modelcontextprotocol/sdk/client/index.js";
import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
import type { Transport } from "@modelcontextprotocol/sdk/shared/transport";
import type { CallToolResult, JSONRPCMessage } from "@modelcontextprotocol/sdk/types";
import { PaperlessAPI } from "../api/PaperlessAPI";
import { Note } from "../api/types";
import { registerNoteTools } from "./notes";

class TestTransport implements Transport {
peer?: TestTransport;
onclose?: () => void;
onerror?: (error: Error) => void;
onmessage?: (message: JSONRPCMessage) => void;

async start(): Promise<void> {}

async send(message: JSONRPCMessage): Promise<void> {
queueMicrotask(() => this.peer?.onmessage?.(message));
}

async close(): Promise<void> {
this.onclose?.();
}
}

function createTransportPair() {
const clientTransport = new TestTransport();
const serverTransport = new TestTransport();
clientTransport.peer = serverTransport;
serverTransport.peer = clientTransport;
return { clientTransport, serverTransport };
}

function parseToolText(result: CallToolResult) {
const item = result.content?.[0];
if (!item || item.type !== "text") {
throw new Error("Expected text tool response");
}
return JSON.parse(item.text);
}

interface NoteApiCalls {
getDocumentNotes: number[];
createDocumentNote: Array<[number, string]>;
deleteDocumentNote: Array<[number, number]>;
}

function createNoteApi(notes: Note[] = []) {
const calls: NoteApiCalls = {
getDocumentNotes: [],
createDocumentNote: [],
deleteDocumentNote: [],
};
const api = {
getDocumentNotes: async (id: number) => {
calls.getDocumentNotes.push(id);
return notes;
},
createDocumentNote: async (id: number, note: string) => {
calls.createDocumentNote.push([id, note]);
return notes;
},
deleteDocumentNote: async (id: number, noteId: number) => {
calls.deleteDocumentNote.push([id, noteId]);
return notes;
},
} as unknown as PaperlessAPI;
return { api, calls };
}

async function withNoteClient(
api: PaperlessAPI,
run: (client: Client) => Promise<void>
) {
const server = new McpServer({ name: "paperless-note-test", version: "1.0.0" });
registerNoteTools(server, api);

const client = new Client({
name: "paperless-note-test-client",
version: "1.0.0",
});
const { clientTransport, serverTransport } = createTransportPair();

await server.connect(serverTransport);
await client.connect(clientTransport);

try {
await run(client);
} finally {
await client.close();
await server.close();
}
}

describe("document note tools", () => {
const sampleNotes: Note[] = [
{
id: 5,
note: "Paid 2026-06-30",
created: "2026-06-30T10:00:00Z",
user: { id: 3, username: "nick" },
},
];

test("create_document_note posts the note text to the document", async () => {
const { api, calls } = createNoteApi(sampleNotes);

await withNoteClient(api, async (client) => {
const result = (await client.callTool({
name: "create_document_note",
arguments: { id: 1740, note: "Antwort an Finanzamt versendet" },
})) as CallToolResult;
assert.ok(!result.isError, parseToolText(result)?.error);
assert.deepEqual(parseToolText(result), sampleNotes);
});

assert.deepEqual(calls.createDocumentNote, [
[1740, "Antwort an Finanzamt versendet"],
]);
});

test("list_document_notes fetches notes for the document", async () => {
const { api, calls } = createNoteApi(sampleNotes);

await withNoteClient(api, async (client) => {
const result = (await client.callTool({
name: "list_document_notes",
arguments: { id: 42 },
})) as CallToolResult;
assert.ok(!result.isError, parseToolText(result)?.error);
assert.deepEqual(parseToolText(result), sampleNotes);
});

assert.deepEqual(calls.getDocumentNotes, [42]);
});

test("delete_document_note removes a note by its note ID when confirmed", async () => {
const { api, calls } = createNoteApi([]);

await withNoteClient(api, async (client) => {
const result = (await client.callTool({
name: "delete_document_note",
arguments: { id: 42, note_id: 5, confirm: true },
})) as CallToolResult;
assert.ok(!result.isError, parseToolText(result)?.error);
});

assert.deepEqual(calls.deleteDocumentNote, [[42, 5]]);
});

test("delete_document_note refuses to delete without confirmation", async () => {
const { api, calls } = createNoteApi([]);

await withNoteClient(api, async (client) => {
const result = (await client.callTool({
name: "delete_document_note",
arguments: { id: 42, note_id: 5, confirm: false },
})) as CallToolResult;
assert.ok(result.isError, "expected an error when confirm is false");
assert.match(parseToolText(result)?.error ?? "", /confirm/i);
});

assert.equal(
calls.deleteDocumentNote.length,
0,
"no delete should be sent without confirmation"
);
});

test("create_document_note rejects an empty note", async () => {
const { api, calls } = createNoteApi(sampleNotes);

await withNoteClient(api, async (client) => {
// Depending on the installed MCP SDK version, an input-schema (zod)
// violation either rejects with a protocol error (-32602) or resolves
// with a CallToolResult carrying isError: true. Accept both so the test
// stays correct across SDK versions.
let rejected = false;
let result: CallToolResult | undefined;
try {
result = (await client.callTool({
name: "create_document_note",
arguments: { id: 1, note: "" },
})) as CallToolResult;
} catch {
rejected = true;
}
assert.ok(
rejected || result?.isError,
"expected an empty note to be rejected"
);
});

assert.equal(
calls.createDocumentNote.length,
0,
"no note should be created when validation fails"
);
});
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});
64 changes: 64 additions & 0 deletions src/tools/notes.ts
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import { McpServer } from "@modelcontextprotocol/sdk/server/mcp";
import { z } from "zod";
import { PaperlessAPI } from "../api/PaperlessAPI";
import { Note } from "../api/types";
import { withErrorHandling } from "./utils/middlewares";

function notesResult(notes: Note[]) {
return {
content: [
{
type: "text" as const,
text: JSON.stringify(notes),
},
],
};
}

export function registerNoteTools(server: McpServer, api: PaperlessAPI) {
server.tool(
"list_document_notes",
"List all notes attached to a document. Notes are free-text comments on a document and are the natural place for an audit trail (e.g. \"invoice paid on X from account Y\") or progress notes on an action item.",
{
id: z.number().describe("The document ID"),
},
withErrorHandling(async (args) => {
if (!api) throw new Error("Please configure API connection first");
return notesResult(await api.getDocumentNotes(args.id));
})
);

server.tool(
"create_document_note",
"Add a note to a document. Use this to record an audit trail or progress note directly on the document. Returns the document's full list of notes after the note is added.",
{
id: z.number().describe("The document ID"),
note: z.string().min(1).describe("The note text to add"),
},
withErrorHandling(async (args) => {
if (!api) throw new Error("Please configure API connection first");
return notesResult(await api.createDocumentNote(args.id, args.note));
})
);

server.tool(
"delete_document_note",
"⚠️ DESTRUCTIVE: Permanently delete a single note from a document by its note ID. This operation is irreversible. Returns the document's remaining notes.",
{
id: z.number().describe("The document ID"),
note_id: z.number().describe("The ID of the note to delete"),
confirm: z
.boolean()
.describe("Must be true to confirm this destructive operation"),
},
withErrorHandling(async (args) => {
if (!api) throw new Error("Please configure API connection first");
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if (!args.confirm) {
throw new Error(
"Confirmation required for destructive operation. Set confirm: true to proceed."
);
}
return notesResult(await api.deleteDocumentNote(args.id, args.note_id));
})
);
}
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