Tools Reference

​

well_get_schema

​

well_query_records

​

well_create_company

​

well_create_person

​

Examples

​

Example 1: Query financial data

Show me all unpaid invoices over 1000 EUR from the last 3 months

• Server calls well_get_schema("invoices") to discover available fields
• Server calls well_query_records with invoice root, filtering by status and amount
• Returns matching invoices with invoice number, amount, due date, and issuer name
• AI presents results in a formatted table

​

Example 2: Create a new contact

Create a new contact: John Doe, email john@acme.com, CEO at Acme Corp

• Server calls well_create_company to create Acme Corp if it doesn’t exist
• Server calls well_create_person with first_name, last_name, email, and job_title
• Returns confirmation with the new person ID and company association
• Contact is immediately available in your Well workspace

​

Example 3: Build a financial dashboard

Create a complete financial dashboard in React with shadcn/ui dark mode showing:
- KPI cards: Total received, Total spent, Net balance, Invoice count
- Area chart of cash flow over 12 months
- Tabs for Income, Expenses, Analytics
- Pie charts for client/supplier breakdown
- Use my actual invoice data from Well

• Server calls well_query_records to fetch all invoices with issuer, receiver, amounts, and dates
• Server calls well_query_records to fetch companies data
• AI analyzes the data structure and generates a complete React dashboard artifact
• Dashboard displays real financial data with interactive charts (Recharts)
• Includes filtering, sorting, and responsive dark mode design

​

Example 4: Query transactions

Show me all transactions from last month

• Server calls well_get_schema("transactions") to discover available fields
• Server calls well_query_records with transactions root, filtering by date
• Returns matching transactions with amounts, dates, and associated accounts
• AI presents results in a formatted table

​

Example 5: View connected accounts

What bank accounts are connected to my workspace?

• Server calls well_get_schema("accounts") to discover available fields
• Server calls well_query_records with accounts root
• Returns all connected accounts with provider, status, and balance info
• AI presents a summary of connected financial accounts