> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wellapp.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get started with Well MCP in 5 minutes

## Prerequisites

Before you begin, ensure you have:

<CardGroup cols={2}>
  <Card title="Well Account" icon="user">
    Active workspace with data at [app.wellapp.ai](https://app.wellapp.ai)
  </Card>

  <Card title="API Key or OAuth" icon="key">
    From [Settings > API Keys](https://app.wellapp.ai/settings/api-keys)
  </Card>

  <Card title="MCP Client" icon="display">
    Claude, Cursor, Windsurf, or ChatGPT
  </Card>

  <Card title="Node.js 18+" icon="code">
    Required for local/stdio transport only
  </Card>
</CardGroup>

***

## Option A: Settings UI (Recommended)

Most clients support adding custom MCP servers directly. Just add:

```
https://api.wellapp.ai/v1/mcp
```

Then authenticate with your Well account. Done!

→ [See detailed steps per client](/mcp/clients)

***

## Option B: Config File

For manual setup or automation, use an API key:

1. Log into [Well Dashboard](https://app.wellapp.ai)
2. Go to **Settings** > **API Keys**
3. Click **Generate New Key**
4. Copy the key and add it to your client's config file

→ [See config examples per client](/mcp/clients)

***

## Test the Connection

Once configured, try these prompts:

```
Show me my invoices
```

```
What companies do I have in Well?
```

```
Find all unpaid invoices over 1000 EUR
```

If you see your data, you're all set!

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection not working">
    1. Verify your API key is correct 2. Restart your AI client completely 3. Check the config file
       syntax (valid JSON)
  </Accordion>

  <Accordion title="No data returned">
    1. Ensure your workspace has data 2. Check that your API key has access to the workspace
  </Accordion>

  <Accordion title="Authentication error">
    1. Regenerate your API key 2. Check for extra spaces or characters in the key
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Authentication" icon="lock" href="/mcp/authentication">
    Learn about API Key vs OAuth
  </Card>

  <Card title="Available Tools" icon="wrench" href="/mcp/tools-reference">
    See all available MCP tools
  </Card>
</CardGroup>