Find Related Documents
find_related_documentsFind documents that might be related to an entity based on amount, vendor, date, and reference matching. Shows both already-linked documents and AI-suggested matches. Use when user asks "are there any receipts for this transaction?" or "find documents related to this invoice".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company | No | Which company to read, by name or id, when the account has more than one (see list_companies). Leave it out to use the only company, or the default. | |
| entity_id | Yes | Entity ID to find related documents for | |
| entity_type | Yes | Entity type: transaction, invoice, bill, estimate, contact, project, expense_claim |