Reconcile bank operations with Claude (Dougs)

Business Studio collects your supplier invoices from your mail onto the Accounting page. It reads each one’s supplier, date and total. Your accounting firm’s books live in Dougs. Reconciling means attaching the right invoice to each bank operation that has none. You do that in your own Claude, which talks to both:

• Dougs’ connector reads your bank operations and attaches the file.
• The Business Studio connector finds the matching invoice and hands Claude its PDF.

Why it runs in Claude, not on the Accounting page

Dougs’ MCP server only accepts OAuth clients it approves, such as Claude, so a Business Studio server cannot connect to your books. Your Claude can, with your own Dougs connection, and nothing about your books is stored on our side.

Before you start

1. Dougs connector in Claude. In Dougs, open Paramètres → MCP Dougs and enable it for your company. Then add Dougs as a connector in Claude.
2. Business Studio connector in Claude. See The Claude connector.
3. Invoices on the Accounting page. Gmail must be connected, and the Get suppliers invoices workflow must have collected them. For better matches, use Read all missing so each card has its supplier, date and amount.
4. To send files, use Claude Code or the Claude desktop app. Dougs asks the client to upload the PDF itself, which needs a shell. Claude on the web can’t do it: there, Dougs explains how to attach the file in its own app instead. Accepting a document Dougs suggests needs no upload, so it works everywhere.

Ask Claude

Reconcile my Dougs bank operations for October, one at a time.

Claude then works through the operations one at a time:

1. Lists the operations with no document, using Dougs list-operations.
2. Proposes, for each operation:
   • Dougs’ own suggestion, if it has one (accept-suggested-document);
   • otherwise match_invoices, which takes the operation’s date, amount and wording and ranks your invoices on three signals, telling you which ones matched:
     • same amount;
     • supplier in the wording;
     • date close.
3. Waits for you to agree to attach this file to this operation. Dougs can’t undo an attachment from outside its app, and Dougs requires that agreement.
4. Attaches the file:
   • get_invoice_file returns a download link to the PDF, valid for 10 minutes.
   • Dougs’ attach-document-to-operation returns an upload URL, valid for 2 minutes.
   • Claude sends the PDF to that upload URL.
5. Confirms with Dougs’ get-operation that the document is listed. Only then does it call mark_invoice_filed: the card shows Filed on the Accounting page, and match_invoices stops offering it.

The Business Studio tools

Tool	What it does
match_invoices	Takes an operation’s date, amount (€, sign ignored) and wording. Returns up to 5 ranked invoice cards (limit up to 10), each with its reasons and attachments. Filed cards are left out unless you pass includeFiled. Read-only.
get_invoice_file	Takes taskId and attachmentIndex. Returns a signed downloadUrl, valid 10 minutes, fetched with a plain GET and no auth header. The file is read live from your mailbox and nothing is stored. Read-only.
mark_invoice_filed	Takes taskId, companyId and operationId. Records the filing on the card. Calling it again for the same operation changes nothing; a card already filed against a different operation is refused. Call it only after Dougs confirms.

A download link only reaches what you can read yourself: it is bound to your account and organization, to one invoice card and one attachment, and it expires after 10 minutes.