Payment Reconciliation & Matching
ai.saifsPublished by saifs.aiOfficial publisherv1.0.0Updated Oct 29, 2026
Match bank receipts and payments to invoices with confidence, deductions and exceptions.
The publisher's own server: Customer Intelligence & Segmentation
Overview
Remote MCP server that matches bank receipts, bank lines and GST 2B rows to open invoices and the ledger, with confidence scores and an exceptions queue.
- What you can do
- Match receipts to open invoices, including combinations, part payments and deductions
- Reconcile bank statements to the ledger with one-to-many and many-to-one matches
- Compare India GSTR-2B against the purchase register and flag ITC at risk
- Explain why items match using amount, name score, date gap and reference
- Produce reconciliation reports on matched percentage, unmatched value and exception ageing
- Suggest new matching rules learned from confirmed matches
- When to use it
- Useful for finance and accounting teams that want an assistant to propose invoice-to-payment matches, bank reconciliations or GSTR-2B comparisons and surface exceptions for review, instead of matching by hand.
- Requirements
- Remote Streamable HTTP endpoint; nothing to install. OAuth 2.1 sign-in with PKCE and dynamic client registration, so an OAuth-aware client opens a sign-in page on first use. No environment variables or headers declared.
Installation
In SourceWeft
- Open Payment Reconciliation & Matching in the dashboard and add it to a workspace.
- Connect the required credentials. They are stored privately and never shown on public pages.
- Enable the server for the chats that should use its tools.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Use with an agent
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/ai.saifs%2Fpayment-reconciliation/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Other MCP clients
Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.
{
"mcpServers": {
"payment-reconciliation-matching": {
"type": "http",
"url": "https://payment-reconciliation-mcp-microsoft.saifs.ai/mcp"
}
}
}README
Payment Reconciliation & Matching
Match receipts, bank lines and GST 2B rows to open invoices and the ledger. Proposes one-to-many and many-to-one matches with confidence and reasons, flags deductions (TDS, bank charges, part payments), and returns an exceptions queue plus updated matching rules. Low-confidence matches always go to a person; nothing is auto-posted. We never connect to banks or the GST portal.
Install
VS Code / GitHub Copilot
Add to .vscode/mcp.json (workspace) or your user mcp.json:
Then start the server from the MCP view and sign in when prompted.
Claude (claude.ai, Desktop)
Settings → Connectors → Add custom connector, and paste:
Claude Code
Any other MCP client
Point it at https://payment-reconciliation-mcp-microsoft.saifs.ai/mcp using the Streamable HTTP transport. The server returns 401 with a
WWW-Authenticate: Bearer … resource_metadata=… challenge, so OAuth-aware clients sign in automatically.
Tools
Example prompts
- “Match today’s receipts to open invoices”
- “Reconcile the bank statement”
- “Run GSTR-2B vs purchase register”
Support
- Website: https://saifs.ai
- Issues: https://github.com/Saify-Technologies/saifs-ai-mcps-docs/issues
- Privacy: https://saifs.ai/privacy_policy
Source: servers/payment-reconciliation/README.md at commit f5c0037
Tools
0Version history
1- v1.0.0LatestOct 29, 2026
Score
85% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
- Reached in the last 30 daysRequired25 pts
- Auth declaredRequired10 pts
- Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
- DescriptionRequired15 pts
- Logo10 pts
- Documentation15 pts
- License10 pts
Other Saifs integrations
Customer Intelligence & Segmentation
ai.saifsOfficial publisher
Remote MCP server that tiers a customer book into A/B/C/D segments from purchase history and builds a sales call list.
Dynamic Pricing & Overbooking
ai.saifsOfficial publisher
Remote MCP server that gives an assistant revenue-management math: recommended prices, protection levels, overbooking limits and booking-pace alerts.
Statistical Process Control & Anomaly Alerts
ai.saifsOfficial publisher
Remote MCP server that applies statistical process control charts to metric streams and alerts only on genuine out-of-control drift.
Optimization Solver (LP / MIP Scheduling)
ai.saifsOfficial publisher
Remote MCP server that solves linear and mixed-integer optimization problems, returning optimal plans, shadow prices and infeasibility diagnostics.
Scientific Calculator
ai.saifsOfficial publisher
Remote calculator MCP server that lets an assistant compute exact arithmetic, algebra, calculus, physics, chemistry and finance results with a checkable…