bots.st/well
Well
Manage invoices and company records via authenticated web to
1290 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 200
- Answered
- 4 of the last 4 calls
How to reach it
- MCP, HTTP
https://api.wellapp.ai/v1/mcp
What it can do
| Tool | What it says it does |
|---|---|
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 → value.e164_number (E.164; a leading "+" is added if… |
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 over. REQUIRED: account_id, plus at least one of company_id… |
well_assign_missing_invoice_owners | Set the owner SET of the missing-invoice TRANSACTIONS you name — the only write for missing-invoice ownership. REQUIRED: transaction_ids — the settled lines still missing a supplier invoice, from well_list_missing_invoice_owners. owner_person_ids — the people who together owe those invoices; pass… |
well_browser_find | Find up to 20 elements whose role, name or value match the query words, as read_page lines with refs. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when… |
well_browser_form_input | Set a text field or a select of the ref to a value. Well never sets a password, card or code field. A checkbox or a radio takes a click by ref with well_browser_left_click. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs… |
well_browser_get_page_text | Read the text the page shows, every frame included. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes: read again then. |
well_browser_key | Press a key ("Tab"), a chord ("ctrl+a") or a sequence ("Tab Tab"), repeat times (1 to 100). Enter, Return and Space are refused: to submit or press a control, click it by ref. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected)… |
well_browser_left_click | Click an element by ref. Well refuses a control that pays, orders or books. A payment, an order or a booking never runs through the well_browser_* tools. Start it with well_create_browser_task: Well runs it in the person's Chrome and asks the person to pay or cancel. It acts in the Well tab group… |
well_browser_navigate | Open an http(s) address in a Well tab, or go "back" or "forward" in its history. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes… |
well_browser_new_tab | Open a new blank tab in the Well tab group and make it the active one. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes: read again… |
well_browser_read_page | Read the page as one line per element, `role "name" [ref_N]`, indented by depth. filter "interactive" keeps the controls only; ref reads one element's subtree; depth limits the levels (default 15). It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the… |
well_browser_remove_tab | Close one tab of the Well tab group. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes: read again then. |
well_browser_screenshot | Capture what the tab shows. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes: read again then. |
well_browser_scroll_to | Scroll the page until the element of the ref is in view. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes: read again then. |
well_browser_tabs_context | List the tabs of the Well tab group: tab_id, title, URL, and which one is active. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes… |
well_browser_type | Type text where the focus is. Click the field first. Well never types into a password, card or code field. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale… |
well_browser_wait | Wait a number of seconds (0 to 30) for the page to change. It acts in the Well tab group of the caller's own Chrome, picked with well_select_browser (or the only one connected). Refs come from well_browser_read_page or well_browser_find and go stale when the page changes: read again then. |
well_claim_statement_draft | Claim every bank statement the user dropped on Well's website in one visit, using the ONE claim token from their message or from the /import-statement command argument, or the one claim link from Well's website that carries it (https://wellapp.ai/find-missing-invoices/#claim=...). Pass the link… |
well_create_chat_conversation | Create one empty conversation owned by the current member. An optional title names it. This saves the conversation without sending a message or running an assistant turn. |
well_create_chat_invite_link | Make one tracked link to the WhatsApp chat with Well: a short Well link that opens the chat with `prefill_text` ready to send, followed by the link's reference code. Call it once per link the person asked for, such as one link per creator of a campaign or one per message variant. Pass… |
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, domain, is_company, registry_ref Pass domain when the person gives the company's website or e-mail domain ("with the domain… |
well_create_company_candidate | Mint a company candidate from a registry hit, the step between finding the company and creating its workspace. This is the deliberate pick the confirm-your-company card makes. REQUIRED: registry_ref — the `id` of a well_search_company_registry hit. This tool hydrates that hit and mints the… |
well_create_company_workspace | Create the company workspace from a candidate, the step that turns a picked company into a workspace the close runs in. This anchors the candidate's company as the new workspace's own company and links it to the membership it was created under. REQUIRED: candidate_id — from… |
well_create_declaration_filing | Start the fill of one prepared tax declaration in the person's own Chrome, from their WhatsApp turn. Well opens the authority's site there, the person signs in themselves, Well types the boxes of the prepared declaration and stops before the send: the person checks the form and clicks Envoyer… |
well_create_invoice_document | Render an existing invoice as a print-ready PDF and attach it as the invoice's source document. The invoice shortcut of well_generate_document: it prints the invoice in its own chosen design, ink and locale. Use well_generate_document instead to choose another design or to print values that are… |
well_create_invoice_from_data | Load the draft-invoice skill with well_get_skill before you call this. Create an invoice in Well from data you extracted by reading an invoice (your own OCR) — you send the structured fields, not the file. Never call it to add a product or a service to the catalog, or to change a product's price… |
well_create_invoice_time_entries | Add logged time entries to one existing Well invoice draft. Pass public activity_id and person_id pairs in `participants` for an explicit selection, or `unbilled` to draft one line per project from the draft's own customer's billable hours not yet billed (optionally bounded by date and an hourly… |
well_create_journal | Create one journal. Only an owner or administrator can manage journals. Connector-owned and system journals stay protected; entries and posting mappings prevent deletion or a type change. |
well_create_ledger_account | Create one native chart-of-accounts entry in the current workspace. Supply account_number, name and either account_type or a resolvable account_class. Duplicate live account numbers are refused. This defines an account without assigning it to a transaction. |
well_create_payslip_line_rubric | Propose one user-authored payroll-line rubric in pending status. Supply source_label, effective_from, line_side and a postable credit_role, plus any classification fields the person specifies. This saves a rubric definition without activating it or changing a payslip line. |
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, email, phone, company_id, address, copy_from_person_id One call saves the person with… |
well_create_referral_code | Make the workspace's referral link when well_get_referral_code says it has none (`has_link: false`), and return it with how many people joined Well with it. A repeat call returns the same link (`created: false`). The link lets someone open their OWN account on Well and counts them for this… |
well_create_shipment | Create one native shipment in the current workspace. Supply the tracking_number and any known carrier_company_id, invoice_id, shipped_at or delivered_at. Related IDs must belong to the same workspace. A matching normalized carrier/tracking identity returns its existing shipment with created false… |
well_create_skill | Save one skill in this workspace, without executing it. A reference or action skill takes its name, full body and skill_kind. A layout skill takes its name, skill_kind layout and source_board_id, and saves the blocks of that board with no figure. A layout skill name that is already in use is… |
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 + token; the client (or the user) POSTs the raw file bytes to… |
well_create_workspace_category | Create one workspace tag. Only an owner or administrator can manage workspace tags. This never edits a shared company or transaction catalog. Linked tags must be detached before renaming or deletion; child tags must be removed first. |
well_create_workspace_category_override | Create one category override. Only an owner or administrator can change a workspace category override. Hide, relabel or reorder a shared company or transaction category for this workspace. Set at least one override value: a create with none is refused. |
well_create_workspace_view | Save one records view with its root, name, columns, filters, sort and layout, for example to keep a list the person was shown as a named view. Read the root's field schema first. This saves a reusable view without changing its source records. Use well_list_views to find existing views; set… |
well_create_writing_style_training | Start learning the caller's writing style from their recent sent emails, in the background. When the person mentions their writing style or tone, offer to learn it; call this tool only when they ask for it or agree. The status means: "started", it runs for a few minutes and later drafts use it… |
well_define_customer | Define one company or one private individual as a customer of this workspace: records that the workspace's own company bills it. REQUIRED: entity_id and entity_kind, both from a row of `well_list_customers`, or from the company or person you just created for the customer. Pass the row's… |
well_delete_activity | Delete one manually entered activity and its participation rows by activity_id. Source-owned, approved or billed activity is refused. This does not cancel a calendar meeting; use the calendar-event tool for that gesture. |
well_delete_canvas | Soft-delete one board after confirmation. Use canvas_view_id from well_show_canvas or the canvas_views records. Only its author or a workspace owner or administrator can delete it. The same transaction revokes the board's share links. |
well_delete_chat_conversation | Soft-delete one conversation owned by the current member after confirmation. Use thread_id from chat_conversations records. Other members' owned conversations and foreign workspace records are refused; legacy ownerless conversations keep the service's existing workspace rules. |
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. When the user says the company is a duplicate of another one, use well_merge_company instead: a merge moves its invoices and contacts to the company to keep, a… |
well_delete_invoice | Delete an invoice from Well (soft delete). REQUIRED: invoice_id Needs the invoice right (owner, admin, or a member who keeps it). 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… |
well_delete_journal | Delete one journal. Only an owner or administrator can manage journals. Connector-owned and system journals stay protected; entries and posting mappings prevent deletion or a type change. Use journal_id from well_query_records on journals. |
well_delete_ledger_account | Soft-delete one unused native ledger account. Use ledger_account_id from well_query_records on ledger_accounts. Connector-owned accounts and accounts referenced by journal lines cannot be deleted. Ask for confirmation before deleting the definition. |
well_delete_payslip_line_rubric | Soft-delete one pending payroll-line rubric with no referenced payslip lines. Use payslip_line_rubric_id from well_query_records on payslip_line_rubrics. Active rubrics must be superseded through update; active, referenced and superseded rows cannot be deleted. Ask for confirmation. |
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 companies themselves are NOT deleted. The authenticated… |
well_delete_referral_code | Stop the workspace's referral link, when the user asks to stop, cancel, delete or replace their referral link. From then on a signup with the old link counts for nobody. The people who already joined with it keep their own accounts. `referral_link_deleted` is true when the live link was stopped… |
well_delete_shipment | Soft-delete one native shipment by shipment_id from well_query_records on shipments. Connected-source shipments cannot be deleted. Confirm the selected shipment before deleting it; its immutable timeline is retained. |
well_delete_skill | Soft-delete one saved reference or action skill from this workspace after confirmation. Find its skill_id with well_query_records on skills. Foreign and deleted records are refused. This removes the saved skill without executing its body. |
well_delete_workspace_category | Delete one workspace tag. Only an owner or administrator can manage workspace tags. This never edits a shared company or transaction catalog. Linked tags must be detached before renaming or deletion; child tags must be removed first. Use category_id from well_query_records on categories. |
well_delete_workspace_category_override | Delete one category override. Only an owner or administrator can change a workspace category override. Hide, relabel or reorder a shared company or transaction category for this workspace. The delete removes the override, so the catalog defaults apply again. Use workspace_category_override_id from… |
well_delete_workspace_invite_link | Stop the workspace link of one role, when the user asks to stop, cancel or delete the invitation link into their own workspace. From then on the link admits nobody. The people who already joined through it stay in the workspace. Pass `role`: `admin` or `member`, the role of the link to stop. Ask… |
well_delete_workspace_view | Delete one saved records view by view_id. This removes the saved view and keeps its source records. |
well_describe_entity | Get a grounded description of ONE entity — what it is, using its real field values and one hop of its related records, never a guess. Reach for this on a SPECIFIC question about one already-identified entity that wants a short inline answer: "does this person pay on time", "anything unusual about… |
well_forget_memory | Forget memory lines, when the user asks to forget or correct something Well remembers. In Well chat, use all: true to forget every line; for one line, use well_delete_memory_line. Over MCP, name a line with the ids well_get_memory returns, in the same scope: "personal" for the user's own lines… |
well_generate_document | Generate a document as a PDF and store it in the workspace. It never emails or sends anything, so a request to email or send a document is not a request to generate one. Pass exactly one source: - `params`: values you provide, with a `document_slug`. Call well_list_generative_documents first: it… |
well_get_accounting_settings | Read the workspace's accounting settings and their provenance WITHOUT showing the user anything: country of incorporation, incorporation date, tax ID, fiscal year start, base currency, and accounting framework. Each field carries its value, where the value came from, and the stored "Suggested"… |
And 140 more tools.
In its maker's words
Connect your AI to your Well financial data - invoices, companies, contacts.
- Website
- docs.wellapp.ai/mcp/introduction
- Source
- github.com/WellApp-ai/well-mcp
- Publisher
- WellApp-ai
- Listed from
- the official MCP Registry as
io.github.WellApp-ai/well-mcp - Version
- 0.2.1, updated 11 Feb 2026
- Kinds of work
- Documents and files, Browser and automation, Finance and markets
The domain it lives on
- wellapp.ai
- registered 31 Mar 2025 (1 year ago), at Key-Systems GmbH, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 1290 ms | |
| Answered | 1429 ms | |
| Answered | 411 ms | |
| Answered | 411 ms |
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