claude

well

Connect Claude to your Well financial data over a hosted OAuth MCP, with skills for building a compte de résultat / balance sheet, reconciling transactions, and querying the financial graph correctly.

351 on GitHubby Wellv0.2.0MITupdated 1 month agoproductivity
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Plugin well from marketplace well in WellApp-ai/Well. Commands read from the repo's manifest — 1 month ago.

This plugin runs code on your machine — its hooks fire automatically on events like tool use. The exact commands are listed below; read them before installing.

What it installs

Skills (9)

  • ar-aging

    Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes them money, an AR aging report, overdue invoices, days sales outstanding (DSO), or which customers to chase.

  • balance-sheet

    Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan, assets/liabilities/equity, or financial position at a point in time.

  • cash-flow-forecast

    Forecast cash flow and runway for a Well workspace from booked invoices and collected bank transactions. Use when the user asks for a cash-flow forecast, runway, how long until they run out of cash, projected balance, or expected inflows/outflows.

  • compte-de-resultat

    Build a profit & loss statement (compte de résultat / income statement) from a Well workspace. Use when the user asks for a P&L, income statement, compte de résultat, revenue vs expenses, or net result over a period.

  • connect

    Connect and verify the Well MCP — authenticate, confirm the tools work, and show what to ask. Use when the user runs /well:connect, just installed the Well plugin, or says the Well connection/MCP "isn't working" / "nothing happened".

  • month-end-close

    Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed. Use when the user asks to close the month/period, run a close checklist, check if the books are ready to close, or what's left before closing.

  • querying-well-data

    How to query a Well workspace correctly — discover the schema first, then query the right root. Use whenever the user asks about their invoices, companies, contacts, bank transactions, accounts, or accounting ledger in Well, or before writing any well_query_records call.

  • reconciliation

    Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Use when the user asks what's paid vs unpaid, to reconcile the bank, to find missing payments, or to match transactions to invoices.

  • vat-summary

    Produce a VAT / sales-tax summary for a period from a Well workspace's posted ledger. Use when the user asks for a VAT return, VAT summary, sales tax owed, output vs input VAT, or tax declaration figures for a period.

MCP servers (1)

  • well

    connects to: https://api.wellapp.ai/v1/mcp

Hooks (1)

  • SessionStart

    printf '%s' '{"hookSpecificOutput":{"hookEventName":"SessionStart","additionalContext":"The Well plugin is installed and bundles the well MCP server (financial data). If the user asks about their Well

View source on GitHub docs.wellapp.ai

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