wellapp.ai

Discover available data types and fields.

Query records from Well's database.

Create a new company in the current workspace.

Create a new person (contact) in the current workspace.

Update an existing company in the current workspace.

Update an existing person (contact) in the current workspace.

Delete a company from the current workspace (soft delete).

Delete a person (contact) from the current workspace (soft delete).

Update an existing invoice in Well.

Delete an invoice from Well (soft delete).

Add a contact channel to a company or person.

Remove a contact channel from a company or person.

Read ONE entity with its sub-resources nested in a single call.

Discover the actions a connected provider exposes (e.

Run one tool on a connected provider's own MCP server (e.

Create an invoice in Well from data you extracted by reading an invoice (your own OCR) — you send the structured fields, not the file.

List the workspaces this connection is authorized to access.

List the connectors a workspace can install AND everything it has already connected, each with a one-click install deep link.

Diff a workspace's bank transactions against its accounting-register transactions (e.

Approve or reject one or more reconciliation review tasks (from well_run_register_diff or the in-app review queue).

Post a well_run_register_diff gap (one of missing_in_register_ids' review tasks) into QuickBooks as a Purchase or Deposit.

Get the live holdings/positions (what's currently held and its value) for a connected Plaid investment account — brokerage, IRA, 401k, etc.

Get the workspace's current cash runway — cash on hand, trailing-3-month average burn, and months of cash left — the exact same computation and numbers the Well app's canvas KPI cards show.

Get the workspace's current cash position: total cash on hand right now, converted to the workspace base currency, plus a per-account breakdown — the exact same computation and numbers the Well app's canvas KPI card shows.

Get the workspace's cost structure: outflow for the latest closed month, broken down by category — the exact same computation and numbers the Well app's canvas cost-structure donut chart shows.

Render an existing invoice as a print-ready PDF and attach it as the invoice's source document.

Get which company the workspace itself is: the confirmed own-company anchor (`anchor`) and any detected companies not yet confirmed as it (`candidates`).

List the supplier invoices a past period is still missing — the settled spend whose invoice has not been collected, one row per counterparty, exactly as the Well app's expense-invoices card shows them.

List the recent accounting months of the workspace, with each month's close status, its invoice-retrieval state, and the counts that describe how much work it holds.

Preview which invoice agents a past period WOULD launch to collect its missing supplier invoices, and what the rest of the gaps would need instead.

Write this connection's session context — the one place a conversation's standing choices live.

List the workspace's counterparty companies and how each one is CATEGORIZED — the company-level industry labels a counterparty carries.

Read the user's card click — returns instantly if they already clicked; otherwise waits briefly.

Set which company the workspace itself IS — the confirmed own-company anchor.

Get Well's colours, shape and type vocabulary, so a view you compose for Well data looks like Well rather than a generic page.

Mint a one-time, short-lived upload slot for a bank-statement file.

Get the workspace's average monthly burn — the trailing average of actual outflows, the exact same computation and number the Well app's avg-burn KPI tile shows.

Get the workspace's cash-position forecast — trailing actual month-end balances plus a worst-case projection forward — the exact same series the Well app's "Cash Position Forecast" chart draws.

Get the workspace's cash-flow bridge — how the opening cash position became the closing one — the exact same steps the Well app's cash-flow waterfall chart shows.

Set the workspace's accounting configuration: fiscal year start month, first fiscal year start date, country, base currency, accounting framework, and chart-of-accounts confirmation.