get_bank_transaction_matches
Retrieve candidate Zoho transactions for matching an uncategorized bank transaction. Use this to inspect possible matches before finalizing reconciliation.
Instructions
Get candidate Zoho transactions that can be matched to an uncategorized bank transaction. Use this before match_bank_transaction to inspect possible matches. Zoho may return direct bank transactions and also invoices, bills, or credit notes that can be reconciled via derived payment/refund entries.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| organization_id | No | Zoho org ID (uses ZOHO_ORGANIZATION_ID env var if not provided) | |
| account_id | Yes | Bank account ID | |
| transaction_id | Yes | Uncategorized bank transaction ID | |
| transaction_type | No | Optional transaction type filter for candidate matches | |
| date_start | No | Filter matches on or after this date (YYYY-MM-DD) | |
| date_end | No | Filter matches on or before this date (YYYY-MM-DD) | |
| amount_start | No | Minimum match amount | |
| amount_end | No | Maximum match amount | |
| reference_number | No | Reference number filter | |
| show_all_transactions | No | If true, return all candidates instead of only Zoho's best suggestions | |
| page | No | ||
| per_page | No |