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Well

wellapp-ai/well-mcp

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.

tools
4
transport
HTTP
last updated
Feb 11, 2026
View on GitHub

Tools

4 tools

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 params

Discover 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...

Parameters* required
depthnumber
Relationship depth: 0=scalars only, 1=direct relations (default), 2=nested relationsdefault: 1
rootstring
Entity type: invoices, companies, people, documents, connectors
well_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 params

Query 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...

Parameters* required
allFieldsboolean
If true, automatically fetches all scalar fields from schema. No need to specify fields.
fieldsarray
Array of field paths. Each path is an array starting with root name. Optional if allFields is true.
limitnumber
Max records to return (default 50, max 500)
rootstring
The entity type to query (invoices, companies, people, documents, connectors)
well_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 params

Create 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...

Parameters* required
descriptionstring
Brief description
domainstring
Company website domain
namestring
Company name (required)
registered_namestring
Official registered name
tax_idstring
Tax identification number
trade_namestring
Trading name / DBA
well_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 params

Create 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...

Parameters* required
emailstring
Email address
first_namestring
First name (required)
job_titlestring
Job title/position
last_namestring
Last name
phonestring
Phone number in E.164 format (e.g., +33612345678)

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Readme

Details

Repository
github.com/wellapp-ai/well-mcp
Website
docs.wellapp.ai/mcp/introduction
Category
Data & Analytics
Transport
HTTP
Registry
MCP registry, active

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