Gives Claude direct access to your Well financial workspace through OAuth. You can query invoices by status or amount, pull company and contact records, and create new contacts or companies without leaving the chat. It speaks to Well's API in real time, so you're working with live data instead of exports. Reach for this when you're doing financial analysis, reconciliation work, or managing invoices and want to ask questions in natural language rather than clicking through dashboards. Currently covers invoices, companies, contacts, and documents, with payments and accounts coming later. Works over streamable HTTP, so it's compatible with Claude Desktop, Cursor, Windsurf, and other MCP clients.
Public tool metadata for what this MCP can expose to an agent.
well_get_schemaDiscover available data types and fields. USAGE: - well_get_schema() → List available roots (invoices, companies, people, documents, connectors) - well_get_schema({ root: "invoices" }) → List all available fields for invoices WORKFLOW: 1. Call well_get_schema(root) to see avai...2 paramsDiscover available data types and fields. USAGE: - well_get_schema() → List available roots (invoices, companies, people, documents, connectors) - well_get_schema({ root: "invoices" }) → List all available fields for invoices WORKFLOW: 1. Call well_get_schema(root) to see avai...
rootstringdepthnumberwell_query_recordsQuery records from Well's database. ⚠️ WORKFLOW: 1. Call well_get_schema(root) FIRST to discover available fields 2. Select ONLY the fields you need (5-15 typically) 3. Call well_query_records with those specific fields ROOTS: invoices, companies, people, documents, connectors...4 paramsQuery records from Well's database. ⚠️ WORKFLOW: 1. Call well_get_schema(root) FIRST to discover available fields 2. Select ONLY the fields you need (5-15 typically) 3. Call well_query_records with those specific fields ROOTS: invoices, companies, people, documents, connectors...
rootstringlimitnumberfieldsarrayallFieldsbooleanwell_create_companyCreate a new company in Well. ⚠️ Call well_get_schema("companies") FIRST to discover all available fields and their required status. REQUIRED: name COMMON FIELDS: domain, description, tax_id, registered_name, trade_name The schema may include additional fields - use get_schema...6 paramsCreate a new company in Well. ⚠️ Call well_get_schema("companies") FIRST to discover all available fields and their required status. REQUIRED: name COMMON FIELDS: domain, description, tax_id, registered_name, trade_name The schema may include additional fields - use get_schema...
namestringdomainstringtax_idstringtrade_namestringdescriptionstringregistered_namestringwell_create_personCreate a new person/contact in Well. REQUIRED: first_name (last_name can be null) FIELDS: first_name, last_name, email, phone, job_title EXAMPLES: - Simple: well_create_person({ first_name: "John", last_name: "Doe" }) - With email: well_create_person({ first_name: "John", last...5 paramsCreate a new person/contact in Well. REQUIRED: first_name (last_name can be null) FIELDS: first_name, last_name, email, phone, job_title EXAMPLES: - Simple: well_create_person({ first_name: "John", last_name: "Doe" }) - With email: well_create_person({ first_name: "John", last...
emailstringphonestringjob_titlestringlast_namestringfirst_namestringcom.mcparmory/google-sheets
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