match transactions
match_transactionsMatch bank statement lines to ledger/invoice entries when there is NO shared key — by amount, date window, reference numbers found inside free-text descriptions, and fuzzy counterparty names ("北京XX科技" vs "XX科技(北京)"). Handles split payments (one invoice paid in instalments, 1:N) and combined payments (one transfer covering several invoices, N:1). Its rule is: never guess — a pair is only auto-match
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "match_transactions"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| url_a | No | ||
| url_b | No | ||
| text_a | No | ||
| text_b | No | ||
| sheet_a | No | ||
| sheet_b | No | ||
| fee_tolerance | No | ||
| max_group_size | No | ||
| date_window_days | No |