Test the MS SQL connection to the IntelliMatch database. Returns server version and database name.

Show current MCP server configuration (connection details, table mappings, row limits). Password is never shown.

List all user tables in a given schema (default: dbo). Useful for discovering the IntelliMatch schema layout.

Show column names, data types, nullability, and default values for a given table. Helps understand IntelliMatch table structure before writing queries.

List all reconciliation groups/sets defined in IntelliMatch. Shows group name, type, and active status.

Get a reconciliation summary for a specific value date. Shows matched, unmatched, and exception counts with match % per recon group.

Get detailed match rate statistics for a date range: total items, matched, unmatched, exceptions, break amounts by currency.

Retrieve open break/exception items with optional filters. Key morning-check tool. Returns break reference, amounts, currency, age, and status.

Find break/exception items older than a specified number of days. Critical for break ageing reviews and escalations.

Get full details of a specific break/exception by its exception ID. Shows both sides of the break, amounts, differences, and history.

Summarise open breaks by age buckets (0-2, 3-5, 6-10, 11-30, 30+ days) grouped by currency and entity. Essential for daily ageing review.

Search IntelliMatch items/transactions by reference, date, entity, currency, or match status. Useful for investigating specific transactions.

Get full details of a specific IntelliMatch item including all columns, match result, and linked exception if any.

Retrieve unmatched items for a date with optional filters. Shows all items with MATCH_STATUS = UNMATCHED.

Generate a daily BAU reconciliation summary: items loaded, match rates, open breaks, and job status for a given date.

Check the status of IntelliMatch batch jobs/processes. Useful for verifying overnight runs completed and identifying failures.

Check data load / file ingestion status. Shows records received, loaded, and any errors. Key morning check for confirming source data arrived.

Retrieve recent errors and warnings from the IntelliMatch error log. Filter by severity, job, or date range.

List all IntelliMatch processes/jobs that are currently running or waiting to run. Useful for monitoring live processing.

Execute an ad-hoc SELECT (or WITH…SELECT) query against the IntelliMatch database. Only read operations are permitted — INSERT, UPDATE, DELETE, DDL, EXEC, and SQL comments are blocked. Use this as an escape hatch when the dedicated BAU tools do not cover your specific query.