- AI Productivity Insights
- Pages
- Step 1: Configure Vectorize Pipeline
Step-by-Step Guide: Creating an MCP Server with Vectorize for Invoice Data Analysis
Step 1: Configure Vectorize Pipeline
Create a Vectorize Account : Visit the website https://vectorize.io/ and Sign up for a Vectorize account and log in.
Figure 1: Sign up and Log In
Set Up a New RAG Pipeline:
2.1 Select "New Pipeline" from the dashboard.
2.2 Add "File Upload" as the source connector.
2.3 Upload your business invoices and verify that the pipeline processes them.
2.4 Configure the Extractor and Chunker: set the extract strategy to "Vectorize Iris" with Chunk Size (Token) = 500 and Chunk Overlap = 100.
2.5 Select "Vectorize" (Built-in) as the Embedder and choose "OpenAI v3 small" as the embedding model. Note: This requires an OpenAI API key to input in this step.
2.6 Select "Vectorize" (Default) as the vector database.
2.7 Click the "Update RAG pipeline" button in the top-right corner.
2.8 The RAG pipeline status will change to "Processing." Wait until it shows "Listening" and verify that the total documents, pages, and vectors have updated.
Figure 2: New RAG Pipeline
Figure 3: Add Source Connector
Figure 4: Select File Upload
Figure 5: Add a New Connector
Figure 6: Input Name and Select Business Invoice File to Upload
Figure 7: Click “Confirm Selection”
Figure 8: Configure Extractor and Chunker
Figure 9: Configure Extractor and Chunker
Figure 10: Configure Embedder
Figure 11: Configure Ventor Database
Figure 12: Click “Update RAG Pipeline”
Figure 13: Wait until RAG Pipeline Status as “Listening” and check all total documents, total pages and total vectors are updated.
Prepare for Connect with MCP Server
Select your business pipeline name.
Click the "Connect" menu option.
Copy the "Organization ID" for later use.
Copy the "Pipeline ID" for later use.
Generate a token and download the authentication token for later use.
Figure 14: Select your business pipeline name
Figure 15: Copy essential information in Connect Menu for later use
Figure 16: Generate Token
Figure 17: Download Token File (token.json)
Sample Business Invoices for Testing
|
|
|