Find Related Documents
find_related_documentsFind related documents for any entity by matching amount, vendor, date, or reference. Shows linked and AI-suggested matches.
Instructions
Find 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 |
|---|---|---|---|
| entity_id | Yes | Entity ID to find related documents for | |
| entity_type | Yes | Entity type: transaction, invoice, bill, estimate, contact, project, expense_claim |