• TAGS
  • FOLDERS
  • DOMAINS
  • HUMAN

How to audit account organization with your AI

Connect Paperform to your AI client once. After that, you can use natural language to find messy folders, stray tags, or incorrect domains.

Ask AI about this page

Short answer

Can my AI check my Paperform account organization?

Yes. Your AI pulls your folder lists, custom domains, and account tags to find naming inconsistencies or duplicates. You'll get a clear list of exactly what needs fixing.

Audit outcomes

Where your findings land.

The AI sorts its findings into these four categories.

TAGS

Tagging errors

The AI finds duplicate or misspelled tags. You'll get a list of tags that need to be cleaned up.

FOLDERS

Folder inconsistencies

It identifies folders that don't follow your naming rules. You'll see which folders are outliers.

DOMAINS

Domain mismatches

The AI checks your custom domains against your branding. It flags any domains that look wrong.

HUMAN

Manual cleanup

The AI flags structural issues it can't fix itself. These are the items you need to handle manually.

The workflow

What your AI does when the audit starts.

The AI uses specific Paperform tools to pull your account data and compare it to your rules.

  1. Scan folders

    The AI pulls your folder hierarchy to check for naming patterns.

    list_folders

  2. Check domains

    It retrieves your custom domain settings to ensure they match your brand.

    list_custom_domains

  3. Review tags

    The AI scans your tag library for duplicates or typos.

    list_tags

  4. Flag issues

    The AI compares all the gathered data against your specific instructions.

    list_tags

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Replace the bracketed text with your actual folder names or tag patterns.

Paperform Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_8MBWFlWiUHxGlLSe4PjliJjRAXg1uNredJ9TTISa/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Paperform capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "paperform-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8MBWFlWiUHxGlLSe4PjliJjRAXg1uNredJ9TTISa/mcp"
    }
  }
}
Copy into chat04

  • Check my Paperform folders and tell me if any names don't follow a 'Client-Year' format.

  • Look at my custom domains and flag any that don't end in mycompany.com.

  • Scan my account tags and list any that are nearly identical or have typos.

  • Compare my folder names against my tag names to see if they stay consistent.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Paperform once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start auditing immediately in your preferred AI client.

Connect Paperform to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my folders or tags?

    No. The AI only reads your data to find issues. You have to perform any deletions or changes yourself.

  • 02

    Does the AI change my custom domain settings?

    No. The AI only lists your domains to check for consistency; it cannot modify your settings.

  • 03

    How does the AI know my naming conventions?

    You tell the AI what your rules are in your prompt. It then compares the data it reads to those rules.

  • 04

    Can I audit specific folders only?

    Yes. You can instruct the AI to only look at specific folders or specific sets of tags.

  • 05

    Will this work in Claude or Cursor?

    Yes, it works in any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Paperform? The Connector page answers them. See everything the Paperform Connector can do

Connect Paperform to Claude, Cursor, ChatGPT & more