Finding the invoice
The office manager asks for the latest Northwind Energy invoice. Memtro searches by correspondent and type, finds the one dated 2 November for £412.60, and reads its OCR text to confirm the account number and due date.
Paperless-ngx + Memtro
Ask Paperless-ngx for the latest invoice from a supplier, or what a scanned letter says.
Connect Paperless-ngx with an API token and Memtro searches your document archive by text, correspondent, type, tag and date, and reads one document with its OCR text and notes. Memtro talks to your own self-hosted server. The hourly sync writes each document's metadata into memory, never its text. When you ask, and once an administrator has granted them by name, it can add notes, tags, types and storage paths, retag or refile documents in bulk, re-run OCR, and move documents to the trash or restore them. Deleting a tag or a note, or destroying a trashed document, is permanent.
In Memtro
What you can do with Paperless-ngx in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Paperless-ngx tool, reads what it needs, and answers with the source cited.
What it does
- 01Full-text search over OCR text and titles, or by correspondent, document type, tag and date
- 02One document with its metadata, OCR text and notes, read only when asked
- 03Tags, correspondents and document types with their document counts
- 04The hourly sync writes document metadata into memory, never the OCR text
- 05When asked and granted, adds notes, creates tags, correspondents, document types and storage paths, changes a document's fields, retags or refiles up to 100 documents at once, and re-runs OCR
- 06When asked and granted, moves documents to the trash or restores them, and permanently deletes notes and tags or destroys named trashed documents
Acts when asked
When you ask it to
These tools change something in Paperless-ngx. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a document
- 02Create a tag
- 03Create a correspondent
- 04Change a document's title, correspondent, type, date or tags
- 05Delete a note from a document
- 06Move a document to the trash
- 07Add or remove tags on several named documents at once
- 08Set or clear the correspondent or document type of several named documents at once
- 09Re-run OCR and processing on named documents
- 10Create a document type or a storage path
- 11Rename a tag or change its colour, inbox flag or matching, or delete a tag from every document
- 12Restore named documents from the trash, or destroy named trashed documents permanently
In practice
Ask it like you would a colleague
Once Paperless-ngx is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Paperless-ngx + Memtro
What is the latest invoice from Northwind Energy?
Which documents tagged insurance arrived this year?
What does the letter from HMRC dated in September say?
Tag every Brightwave Ltd invoice from October as paid
Add a note to the BigCo lease saying it was renewed
Tidying the archive
Grace Holloway asks Memtro to tag the twelve Acme invoices from October as paid. Memtro finds them, adds the paid tag to all twelve in one change and keeps the tags each already had. Paperless may run any workflow set to fire when a document is updated.
Teams
Where it fits
The teams that lean on Paperless-ngx most, a question each of them asks, and what they connect beside it.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- People and onboardingThe answers a new hire would otherwise ask around forNew starter, Manager, People lead, Hiring manager“How do I request a laptop, and who approves it?”Used alongside Confluence, Notion, Google Drive, Slack, Google Calendar and 5 more.
Better together
Works with
A record in Paperless-ngx is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Work managementPaperless-ngx with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementPaperless-ngx with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementPaperless-ngx with LinearIssues, projects and teams, synced hourly into memory.
- Email, calendar and chatPaperless-ngx with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatPaperless-ngx with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatPaperless-ngx with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
- Engineering and operationsPaperless-ngx with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsPaperless-ngx with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsPaperless-ngx with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Documents and wikis
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Setup
How to connect
Connect withHost and API token
- 1
In the Paperless web UI open the user menu → My Profile → API Auth Token, click the circular arrow to generate a token and copy it. Generating a new one invalidates the old
- 2
The token carries all of its user's permissions, so consider a dedicated Paperless-ngx user that sees only the documents it should, and can change only what Memtro may change
- 3
Open Connections → Paperless-ngx in Memtro, paste the API token and type your server's name in Host only, with no https://, path or port: a public DNS name with a publicly trusted certificate, as IP addresses, private names and self-signed certificates are refused
- 4
Ask for the latest invoice from your electricity supplier
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Paperless-ngx tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Paperless-ngx?+
Only when you ask, and only what it has been granted: add a note to a document; create a tag; create a correspondent; change a document's title, correspondent, type, date or tags; delete a note from a document; move a document to the trash; add or remove tags on several named documents at once; set or clear the correspondent or document type of several named documents at once; re-run OCR and processing on named documents; create a document type or a storage path; rename a tag or change its colour, inbox flag or matching, or delete a tag from every document; restore named documents from the trash, or destroy named trashed documents permanently. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Paperless-ngx connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Paperless-ngx data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Paperless-ngx records into memory as entities.
How do I connect Paperless-ngx?+
Host and API token. In the Paperless web UI open the user menu → My Profile → API Auth Token, click the circular arrow to generate a token and copy it. Generating a new one invalidates the old.
Connect Paperless-ngx in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.