Servidor MCP de Well

• Nome no registroio.github.WellApp-ai/well-mcppublicado por WellApp-ai no GitHub

Publicado pela organização WellApp-ai no GitHub, a mesma que a página inicial de wellapp.ai indica. O registro vincula esse espaço de nomes a um login no GitHub.

• Estadorespondeverificado em 2026-10-09
• Ferramentas188
• O servidor se chamawell-financial-mcp
• Versão do servidor1.0.0
• Versão do protocolo2025-06-18

Em 2026-10-09 o servidor respondeu a initialize e tools/list sem login. Primeira resposta em 160 ms.

• well_get_schema

  Discover available data types and fields. USAGE: - well_get_schema() → List ALL available roots, including the accounting graph (ledger_accounts, journals, journal_entries) plus account_balances, tax_rates, exchange_rates — query these…

• well_query_records

  Read records from Well's context graph FOR YOUR OWN WORK. This draws nothing on the user's screen. Use it for every read whose answer is yours rather than the reader's: a gate checking whether a window holds transactions, a `totalCount`…

• well_create_company

  Create a new company in the current workspace. Use this tool when the user asks to create, add, or register a new company. REQUIRED: name OPTIONAL: description After creation, enrichment (logo, domain, industry, tax ID, description…

• well_create_person

  Create a new person (contact) in the current workspace. Use this tool when the user asks to add, create, or register a new contact, employee, or person. REQUIRED: first_name OPTIONAL: last_name, job_title After creation, enrichment runs…

• well_update_company

  Update an existing company in the current workspace. Use this tool when the user asks to change, fix, rename, or edit a company's fields. REQUIRED: company_id OPTIONAL (only include fields the user wants changed): name, description…

• well_update_person

  Update an existing person (contact) in the current workspace. Use this tool when the user asks to change, fix, rename, or edit a person's fields. REQUIRED: person_id OPTIONAL (only include fields the user wants changed): first_name…

• well_delete_company

  Delete a company from the current workspace (soft delete). Use this tool when the user asks to delete, remove, or archive a company. REQUIRED: company_id This soft-deletes the company and its company_person relationships. Linked people…

• well_delete_person

  Delete a person (contact) from the current workspace (soft delete). Use this tool when the user asks to delete, remove, or archive a contact. REQUIRED: person_id This soft-deletes the person and its company_person relationships. Linked…

• well_update_invoice

  Update an existing invoice in Well. Call well_get_schema("invoices") to discover all available fields. REQUIRED: invoice_id OPTIONAL (only pass fields you want changed): - reference_number, issue_date (ISO date), due_date (ISO date)…

• well_delete_invoice

  Delete an invoice from Well (soft delete). REQUIRED: invoice_id Soft-deletes the invoice. Linked line items and payment_means rows are NOT cascade-deleted — they remain in the database, orphaned. The delete is reversible only at the…

• well_add_contact_channel

  Add a contact channel to a company or person. Wraps the resource-scoped REST endpoints (POST /v1/{companies,people}/:id/{emails,phones,web-links,locations}). channel + the matching value field: - email → value.email - phone →…

• well_remove_contact_channel

  Remove a contact channel from a company or person. Wraps the resource-scoped DELETE endpoints (DELETE /v1/{companies,people}/:id/{emails,phones,web-links,locations}/:channelId). Pass channel_id = the UUID of the specific channel row to…

• well_get_entity

  Read ONE entity with its sub-resources nested in a single call. Convenience over well_get_schema + well_query_records: resolves the field paths for you and returns the single record with its related data expanded. depth (relation-nesting…

• well_list_connector_tools

  Discover the actions a connected provider exposes (e.g. "what can I do with Attio?"). WORKFLOW: 1. well_list_connectors() → pick the ENABLED provider (connection_status: "enabled") and read its workspace_connector_id directly off the row…

• well_invoke_connector_tool

  Run one tool on a connected provider's own MCP server, on behalf of this workspace's connection: an action the user asked to take there (create a record in Attio), or a read of content Well does not sync (a page in a docs tool, a note in…

• well_create_invoice_from_data

  Create an invoice in Well from data you extracted by reading an invoice (your own OCR) — you send the structured fields, not the file. Well persists the invoice + its line items + payment means using the same pipeline as uploaded…

• well_issue_invoice

  Issue a draft invoice: it becomes a full invoice. The invoice takes the workspace's next invoice number and, from then on, can no longer be edited or deleted. To correct an issued invoice, create a credit note that refers to it. REQUIRED…

• well_list_workspaces

  List the workspaces this connection is authorized to access. This draws nothing on the user's screen. Use this FIRST when a single token may cover more than one workspace, and use it for every case a caller can settle on its OWN: exactly…

• well_list_connectors

  List the connectors a workspace can install AND everything it has already connected, each with a one-click install deep link. The result DRAWS THE CONNECT CARD the user clicks in. It is also the answer to "which connectors can bring this…

• well_run_register_diff

  Diff a workspace's bank transactions against its accounting-register transactions (e.g. QuickBooks), and persist the result. - Every match — hard evidence (structured reference, IBAN, tax ID) or inference-only (memo/payee reading) — is…

• well_resolve_reconciliation_task

  Approve or reject one or more reconciliation review tasks (from well_run_register_diff or the in-app review queue). - approve: confirms the match — the link is flipped to active. - reject: dismisses the match — the candidate does not…

• well_resolve_register_diff_gap

  Post a well_run_register_diff gap (one of missing_in_register_ids' review tasks) into QuickBooks as a Purchase or Deposit. Requires the exact ledger_account_id (a UUID, not a name) for both: - bank_ledger_account_id: the bank/cash account…

• well_get_investment_holdings

  Get the live holdings/positions (what's currently held and its value) for a connected Plaid investment account — brokerage, IRA, 401k, etc. WORKFLOW: 1. well_list_connectors() → pick the ENABLED Plaid connector (connection_status…

• well_render_cost_structure

  Put a cost breakdown YOU computed onto the cost-structure card. **This tool measures nothing.** It takes the slices and the method behind them as input and returns them for rendering. Call it only after you have computed the breakdown…

• well_get_own_company

  Get which company the workspace itself is: the confirmed own-company anchor (`anchor`) and any detected companies not yet confirmed as it (`candidates`). Use this whenever a question turns on "mine" versus "theirs" — my payables, my…

• well_list_missing_invoices

  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. Use it for "which invoices am I…

• well_sum_missing_invoices

  The missing supplier invoices of one ISO week that has ended, as one total: how many suppliers still miss an invoice, and the spend they cover in the workspace base currency. It returns no rows. `week` is an ISO week, `YYYY-Www` (Monday…

• well_list_periods

  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. Use this to ask the user WHICH month or months to work on before any…

• well_preview_invoice_fetch

  Preview which vendors a past period is still missing supplier invoices from, where each one's invoices are, and which route would obtain them. Use it for "what would happen if I fetched <month>'s missing invoices?" before anything runs…

• well_switch_workspace

  Write this conversation's context: the one place its standing choices live. This is the tool the widget cards call when the user CLICKS them: the workspace pin and queue, the selected months, the selected counterparties, and the step…

• well_list_counterparties

  List the workspace's counterparty companies and how each one is CATEGORIZED — the company-level industry labels a counterparty carries. Use it for "which suppliers have no category?", "what industries are my counterparties in?", and…

• well_wait_for_selection

  Read the user's card click, holding the turn open until it lands. Call it in the SAME turn, right after the tool whose card asks the user to click: well_list_workspaces (kind "workspace"), well_list_periods (kind "periods")…

• well_wait_for_process

  Waits up to 5 seconds for one background process of the workspace and returns where it stands. Before each call, announce it with the sentence for its kind, and nothing else, unless the skill says to make that call with no announce…

• well_set_own_company

  Open the workspace's "Confirm your company" task for a company, or point to the one already open. This tool never anchors the company itself: a person confirms the company in Well, and only that confirmation writes it. The result carries…

• well_get_design_tokens

  Get Well's colours, shape and type vocabulary, so a view you compose for Well data looks like Well rather than a generic page. Call this ONLY when you are about to render something yourself — an HTML artifact, a report, a chart you are…

• well_create_statement_upload

  Mint a one-time, short-lived upload slot for a bank-statement file. Use this when the user has a statement file (PDF, or a large CSV/XML) to import; the file's bytes do not travel through the model. It returns a single-use upload URL +…

• well_upsert_accounting_settings

  Set the workspace's accounting settings: fiscal year start month, first fiscal year start date, country, base currency, accounting framework, chart-of-accounts confirmation, the next invoice number, the incorporation date, the tax ID…

• well_search_context

  Search the workspace's recorded notes and context (meeting notes, tickets, imported documents, and the caller's own imported emails) for a query. Returns compact snippets — each result's "snippets" is an array of one or more matched…

• well_search_mailbox_for_receipt

  Search the caller's own connected Gmail, now, for one supplier's mail in a date window: the sender name or domain, from `from` to `to` inclusive, sent mail excluded. Use it for a missing receipt or invoice, one call per supplier, with the…

• well_get_memory

  Read what Well remembers about this workspace and about the user: standing decisions (how a supplier's transactions are categorised, which company the workspace is), stated preferences (currency, report format), facts the user told Well…

• well_remember

  Propose lines for Well to remember, so its assistant uses them in later conversations: a standing decision, a preference or a fact about the business. Call it only when the user explicitly asks you to remember or save something, or for a…

• well_forget_memory

  Propose that Well forget memory lines, when the user asks to forget or correct something Well remembers. Name the lines by the ids well_get_memory returns, in the same scope. Nothing is saved or forgotten by this call. It returns an…

• well_get_statement_import_result

  Read the outcome of a bank-statement upload started with well_create_statement_upload, by the document_id that tool returned. well_create_statement_upload already renders a card from its own result — this tool does not create or redraw…

• well_upload_statement_content

  Upload a bank statement's TEXT CONTENT (a .csv, .txt, or .xml file) directly, as an alternative to well_create_statement_upload's out-of-band file POST. Use it when the user's statement is a small text file whose contents are verbatim in…

• well_upload_statement_bytes

  Upload a bank statement file's BINARY CONTENT (PDF or image) as base64, so the file's real bytes reach Well without any out-of-band HTTP call. Use it for PDF and image statements up to 5 MiB decoded (the base64 text may be roughly a third…

• well_assign_account

  Attach a bank account to a company, and say whether the workspace owns it. Use this when an account carries no company, or when its ownership is still `unknown` — the two states a figure that walks account ownership cannot be computed…

• well_list_uncategorized_window

  List the transactions in a date window that carry no category, so a figure that depends on categorization can say exactly what is missing before it is computed. `from` is inclusive and `to` is EXCLUSIVE — for whole months, pass the first…

• well_render_burn

  Put a burn figure YOU computed onto the burn card. **This tool measures nothing.** It takes the figure and its method as input and returns them for rendering. Call it only after you have computed the burn yourself and can state every…

• well_sum_transactions

  Sum a workspace's transactions over a date window, grouped how you ask. Arithmetic only — this tool holds no definition of burn, spend, or runway, and returns no figure the app renders. Use it when you are computing a figure whose RULES…

• well_measure_subscriptions

  Measure the workspace's subscriptions from its bank and credit card outflows: which suppliers it pays on a regular cadence, what each costs per month and per year, and how the spend moved month by month. It draws no card. Call it when the…

• well_measure_category_trend

  Measure ONE spending category for one month against its usual month: the month total, the usual amount, and the difference. It draws no card. Call it when the person asks how much they spent on one category in a month, or how a month…

• well_measure_recurring_inflows

  Measure who pays the workspace on a regular cadence, from its bank and credit card inflows: each recurring payer, its cadence, what it brings in per month, and the total per currency. It draws no card. Call it when a cash forecast should…

• well_render_category_trend

  Put a month-by-month trend with one line per category onto the category-trend card. **This tool measures nothing.** Pass a trend another tool measured, as it is: for subscriptions, one `category_trends` entry of…

• well_render_monthly_pivot

  Put a table of amounts per company and per month onto the monthly-pivot card: one row per company with its logo and name, an optional category column, then one column per month. The running month is drawn apart, at the end, marked as in…

• well_sum_invoices

  Sum a workspace's billed amounts over a window of whole months, grouped by month, currency and billing context. Arithmetic only — this tool holds no definition of MRR or recurrence, and returns no figure the app renders. Use it when you…

• well_sum_receivables

  What the workspace's customers still owe it: the outstanding receivables, one figure per currency, with the overdue part and an aging breakdown. It draws nothing. Use it for any total of what customers owe: "who owes us money", "how much…

• well_sum_payslips

  The payroll total of a window of whole months, summed on the server from the payslips: gross pay, net pay, employee deductions, employer charges and the payslip cost, one group per currency, and per month when `axes` holds "month". It…

• well_measure_customer_ltv

  Measure the revenue lifetime value (LTV) of every customer the workspace invoiced over a window of whole months, with the portfolio churn and lifespan it rests on. It draws nothing. Use it to rank customers by lifetime value, or to state…

• well_render_customer_ltv

  Draw the customer lifetime value (LTV) ranking as a bar chart card: one bar per customer, the highest first. **Call it once, after `well_measure_customer_ltv`, and send no figure.** It runs the measure itself for the workspace of the call…

• well_get_vat_summary

  Read a French workspace's VAT position over a window of whole months, straight from its posted ledger (VAT on posted invoices, dated by invoice, which is the debit basis): per month, for the whole window as a CA3 by rate, and as totals…

As primeiras 60 de 188, na ordem do servidor.