Matching

Match receipts to bank transactions and review the decisions.

11 actions

Give an AI assistant only these actions with the matching MCP toolset.

MCP address

https://app.getoatmilk.com/api/mcp?toolset=matching

matching

GETmatching.candidatesList what an entry could be matched with, best first. For a receipt: unmatched bank or card lines in the same direction across available history, ranked by amount (including a charge in another currency that names the receipt amount), vendor name, what people matched before, and how usual the date gap is. For a bank entry: unlinked receipts with the same amount across available history. Each candidate has its amount, date, a name and why it was suggested. Confirm with accounting_match_transaction or accounting_attach_receipt.
POSTmatching.confirmConfirm a proposed exact-amount receipt match after finance review. Requires decision, receipt and transaction revisions, proposed target revision when attaching to an existing bank entry, reason and idempotency key. Canonical provider amounts and original evidence are preserved.
GETmatching.listList the latest receipt-to-transaction matching decisions with source candidates, separate match probability and confidence, and review reasons. Finance access required.
POSTmatching.rejectSay a candidate bank transaction is not the payment for a receipt, using decisionId, expectedRevision, entryId, entryRevision, transactionId, an optional reason and idempotencyKey. That transaction is not suggested for the receipt again and the receipt goes to a person; the vendor pairing counts against future suggestions only when the line names a different vendor; matching reruns. Send undo: true to lift a rejection. Finance access required.
POSTmatching.requestQueue a new durable matching pass over stored receipts and bank transactions. Uses the matching evaluator through AI Gateway and returns a job generation. Never creates bank transactions from model output. Finance access and idempotency key required.
POSTmatching.rerunEntryCheck one receipt's match again with its current details, without queueing a pass over every receipt. Supply entryId and idempotencyKey. Saves a fresh matching decision for the receipt, never confirms a match, and returns the receipt's latest decision. Use it when a receipt was edited after matching looked at it. Finance access required.
GETmatching.statusRead durable matching progress. Queued or processing status does not mean reconciliation has completed.