Tools Reference

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well_get_schema

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well_query_records

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well_create_company

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well_create_person

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Examples

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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

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Example 2: Create a new contact

Create a new contact: John Doe, email [email protected], 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

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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

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title: ‘Tools Reference’ description: ‘Available MCP tools for Well’ icon: ‘wrench’

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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 [email protected], 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

​

Coming Soon

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Payments

• “Show me all payments from last month”
• “What payments did we receive from Acme Corp?”
• “List failed payment attempts”

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Payment Means

• “What payment methods do we have on file?”
• “Show me all active credit cards”
• “List bank accounts connected to our workspace”

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Accounts

• “What bank accounts are connected?”
• “Show me all Stripe accounts”
• “List accounts with pending sync”