Reconcile documents against each other
The agent matches line items across multiple documents, such as a purchase register and a GST export, to identify discrepancies or confirm balances.
How it works
Read-onlyFinance and payments
The agent determines that reconciliation is required between two or more documents. It calls the reconcile_documents tool through the AllPDFMagic MCP server. The server performs the matching logic and returns the aligned data, allowing the agent to report on matches or variances.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Reconcile documents against each other
Reconcile the purchase register PDF against the GSTR-2B export PDF to find matching line items.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
reconcile_documents — match line items across 2+ documentsConnect Claude, ChatGPT, and AI Agents to Your PDFs via MCP