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TarCite Workspace

A local-first desktop research & citation manager with AI-assisted citation suggestions.

Search your own PDF library by meaning, get ranked citation suggestions as you write, annotate documents, and cite straight into Microsoft Word — all running on your own machine.

License: AGPL v3 Platform Python

TarCite Workspace — AI citation suggestions with source evidence and inline PDF viewer

What it does

  • Semantic library search — index your local PDFs and find passages by meaning, not just keywords (hybrid vector + BM25 + reranking retrieval).
  • AI citation suggestions — paste a paragraph you're writing and get ranked, relevant citations from your own library, with the supporting passages shown.
  • PDF reading & annotation — highlight, ink/freehand, and tag annotations; build a tag hierarchy across your reading.
  • Reference management — import from Zotero / Mendeley, organize into folders, and format citations & bibliographies (APA 7, Harvard, IEEE, Chicago, MLA, Vancouver, …).
  • Cite into Word — a bundled Office add-in inserts citations into your document.
  • Local-first & private — your library, embeddings, and annotations never leave your machine. The AI model is pluggable: use the managed endpoint, OpenAI, or a fully local Ollama model.
  • MCP server — exposes your library as tools for AI agents (see docs/MCP_SERVER.md).

Demo

Organize sources into research projects, code annotations into themes, and build your argument — all locally:

TarCite Workspace demo — research projects and thematic coding

▶️ Watch the full-quality video · more at tarcite.com

Screenshots

Read & annotate — highlight, ink, and tag passages alongside your library:

Library view with PDF annotations and tagging

Cite into Microsoft Word — insert formatted citations without leaving your document:

TarCite Word add-in inserting citations into a document

Install (end users)

The Windows installer is published on the Releases page and at tarcite.com. No setup required — the app bundles everything it needs.

Run from source (developers)

Requires Python 3.12. Runs from source on any OS with Python.

git clone <repo-url>
cd citation-workspace
python -m venv venv
venv\Scripts\activate            # Windows  (use: source venv/bin/activate elsewhere)
pip install -r requirements.txt
copy .env.example .env           # then edit as needed
python launcher.py

The app serves at https://tarcite.workspace (or http://127.0.0.1:4443 in HTTP mode). See docs/ARCHITECTURE.md for how it fits together.

Configuration

Copy .env.example to .env. Key settings:

Variable Purpose
REFERENCES_DIR Folder containing your PDFs.
AI_API_BASE_URL / AI_API_KEY / AI_MODEL Any OpenAI-compatible endpoint (OpenAI, the managed api.tarcite.com, or local Ollama).
EMBEDDING_PROVIDER / EMBEDDING_MODEL Local embeddings (default) or remote.
CROSSREF_MAILTO Optional, for polite Crossref metadata lookups.
MCP_ENABLED Expose the library as MCP tools at /mcp.

How AI is used

The AI model is pluggable and optional for search. Citation suggestion sends the paragraph you're drafting plus candidate passages from your library to an OpenAI-compatible model. You choose the backend:

  • Managed (api.tarcite.com) — key-optional, easiest to start with.
  • OpenAI — bring your own API key.
  • Local — point at a local Ollama instance for fully offline use.

Embeddings and reranking run locally by default.

Building the installer

See docs/build-distribution.md. The Windows installer is built with PyInstaller (citation.spec) + Inno Setup (packaging/setup.iss).

Documentation

Contributing

Contributions are welcome — see CONTRIBUTING.md and our CODE_OF_CONDUCT.md. For security issues, see SECURITY.md.

License

TarCite Workspace is licensed under the GNU Affero General Public License v3.0 (LICENSE). This is required because it builds on PyMuPDF, which is AGPL-licensed. In short: you're free to use, study, modify, and redistribute it, and if you offer a modified version as a network service you must share your source under the same terms.

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Local-first desktop research & citation manager with AI-assisted citation suggestions, semantic library search, PDF annotation, and a Microsoft Word add-in.

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