organize-docs

CLI tool that renames PDF bills, statements, and medical documents using a fully local LLM. No cloud APIs — runs on Apple Silicon via mlx-lm.

Requirements

• macOS with Apple Silicon
• Python 3.14+
• uv
• ~32 GB RAM (for the default model)

Setup

# Install dependencies
uv sync

# Copy and edit config
cp config.example.toml config.toml

# First run will download the model (~32 GB)
uv run organize-docs process ./my-pdfs --dry-run

The default model is mlx-community/Qwen3-30B-A3B-8bit. If downloading a gated model, set HF_TOKEN in your environment.

Usage

# Preview renames (dry run)
uv run organize-docs process ./statements --dry-run

# Rename with a specific profile
uv run organize-docs process ./medical-docs --profile medical

# Skip confirmation
uv run organize-docs process ./statements --yes

# Create a custom profile by sampling documents
uv run organize-docs setup ./tax-docs --name tax

# Map account numbers to labels
uv run organize-docs map "XXXX1234" "IRA"

# List profiles and account mappings
uv run organize-docs list-profiles
uv run organize-docs list-accounts

Built-in Profiles

Profile	Template	Fields
financial	{source}_{date}_{account}	date, source, account_number
medical	{source}_{date}_{provider}	date, source, provider

Custom profiles can be created via setup or by editing config.toml directly. See config.example.toml for the full format.