well-skills

Plugin well-skills from marketplace wellapp in WellApp-ai/skills. Commands read from the repo's manifest — today.

Skills (97)

• accounting-reports

  Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source. Pennylane shares only its trial balance, so Well computes the totals from it. Use for \"show me my P&L\" or any report naming QuickBooks, X

• accounting-review

  Work through the open accounting items of a Well workspace with the member, one category at a time. Propose each match, gap or review and resolve it with its own write tool, or hand a web-only item back with its link. This is a WRITE flow where each resolution goes through the write gate, which asks

• accounting-settings

  Set a Well workspace's accounting settings, the fiscal year start month above all, plus the first fiscal year start date, base currency, country, accounting framework and chart-of-accounts confirmation, writing only the value the user confirms. This is a WRITE flow: it shows the current value, confi

• accounts-payable-aging

  Answer \"what do I owe my suppliers, and how overdue is it?\" from synced invoice data: every supplier bill still carrying a balance, sorted into aging bands (current, 1-30, 31-60, 61-90, 90+ days past due). It answers first from the invoices Well already holds and asks for a missing connection afte

• accounts-receivable-aging

  Answer \"which customers owe us money, and since when?\" from synced invoice data: every outstanding customer invoice bucketed into aging bands (current, 1-30, 31-60, 61-90, 90+ days past due). It answers first from the invoices Well already holds and asks for a missing connection after the answer.

• approve-accounts-meeting

  Prepare the approval of the accounts of a French SAS, SASU, SARL or EURL as drafts for the person to check, sign and file: the notice and the minutes of the general meeting, or the decision of the sole shareholder. Names the accounts used, the months still open in Well, the approval delay, the filin

• assign-missing-invoices

  Assign the settled expense transactions of one Well workspace that still lack a supplier invoice for a month to a set of owners, with Well's owner-assignment card: one row per transaction, a multi-select picker. A (counterparty × month) gap with several owners holds one task per owner. Assigns among

• avg-burn

  Answer \"what is our burn rate?\" from Well's MCP financial graph: the trailing average of real monthly outflows, computed here from the workspace's own transactions, with every check it rests on visible and repairable. Requires a connected Well workspace with bank data; if none is connected, it gui

• bills-due

  Answer \"what bills are coming due, and how much do they add up to by date?\" from Well's MCP financial graph: every bill the workspace still owes, ordered by due date, with a running total. It answers first from the invoices Well holds and asks for a missing connection after the answer. Use for how

• board-from-photo

  Read an attached image of a dashboard (a screenshot, a photo of a screen, a hand drawing) and turn it into a board: it names each measure the image shows, keeps those that match a feed Well already draws, and hands them to compose-board as a preset. The image says which measures and roughly where, n

• board-pack

  Assemble the board numbers in one pass from Well's MCP financial graph: cash, burn, runway, recurring revenue and what is owed on each side, each figure carrying its scope and window. Requires a connected Well workspace with bank data and a resolved own company. It reads and changes nothing. Use whe

• calculate-hours

  Read a photo of paper time cards and give the hours per person and the pay at the rate Well holds. Use when sent a photo of paper time cards, or asked for hours and pay, not a payslip.

• call-and-claim

  Claim a refund or a compensation from one business for one purchase or service, such as a delayed flight or an order never delivered. It reads the evidence in Well first, names a right only when every fact it needs is held, prepares the call as a script and writes the claim email. It places no call

• cash-flow-waterfall

  Show where the cash went: a bridge from the opening cash to the closing cash, built from the workspace's own balances and transactions, with any gap between them reported. Use when asked \"where did the cash go\" or \"why did our balance change\", not a forecast.

• cash-forecast

  Chart settled month-end cash, then project a worst case from the workspace's own balances and trailing burn, counting only the inflows its bank shows arriving every month. Use when asked \"what will our cash look like\" or \"when do we hit zero\", or cash month by month.

• cash-position

  Answer \"how much cash do we have right now?\" with the total of your real bank balances, computed from the workspace's own accounts, every rule it rests on visible and repairable. Use for \"what's our cash position\", « quel est mon solde », or a cash chart; not invested cash.

• categorize-counterparties

  Raise category coverage on the counterparties (suppliers and customers) behind one workspace's spend, for a month's missing invoices or workspace-wide. It renders Well's counterparties card; every pick saves at once. It never invents a category outside the catalog. Use when asked to categorize suppl

• chart-of-accounts

  Read the chart of accounts a Well workspace posts to, account number by account number, using Well's MCP context graph, as a table ordered by number with each account's type and class. It emits no statutory code and no Well role binding. Use when asked \"what chart of accounts are we on\" or \"what

• chase-late-invoices

  Rank overdue customer invoices by amount owed and lateness, look up each customer's contact info already stored in Well, and draft a ready-to-send chase message per customer, from real invoice data. It opens the draft as an email card; on WhatsApp it sends from the user's mailbox only after their ta

• check-contractor-status

  Read the purchase invoices, the payment rail and any employment contract Well holds for a supplier who looks like a freelancer, and state the facts a requalification question turns on (cadence, repeating amounts, share of spend, contract type), next to the papers your country expects you to keep. It

• check-expense-taxability

  For one French payroll month, list the payslip lines that are neither salary, tax nor contribution, with the label and amount the payslip printed, set the receipt gaps Well already found beside them, and state the country rule each item is judged against. It refuses to rule on taxability and files n

• check-payslip

  Read one person's payslip for a month, list its lines beside the same contract's earlier payslips, and name every line whose amount changed, appeared or disappeared, with the contract terms Well holds. It never recomputes gross, tax, contributions or net, never checks a deduction against a withholdi

• check-reconciliation

  Check whether the bank and the books match for one month or every open month, and re-run the steps that missed rows: the invoice matching and the posting. It reports what matched, what posted and what is blocked, from Well's own ledger. This is a WRITE flow: it re-runs the matching and the posting o

• check-working-time-record

  For each employee Well can reach from a payslip or an uploaded contract, say which working time record the workspace country expects, whether a timesheet is on file for the period, and how long to keep it. It checks existence and kind, never the hours, and files nothing. Use when asked \"what workin

• close-books

  Drive a month-end close for a Well workspace from open to sent: read what blocks it, clear the blockers one at a time, prepare the package, mint the approval offer, and once it locks, send the entries to the connected accounting tool. A \"just show me\" ask reads the state and starts nothing. Otherw

• company-profile

  Compose everything Well knows about one named company, customer or vendor, into a single 360 view: profile info, contact channels, and the invoice relationship as issuer, receiver, or both. If the company can't be found, it says so instead of guessing. Use when asked \"customer 360\", \"everything a

• compose-board

  Build a board in Well from the measures a person names (cash, burn, runway, recurring revenue, cost structure, a forecast, a cash bridge) and save it as a canvas that stores the question each block asks, not an answer. After the write the same turn continues into `resolve-board`, which draws the boa

• confirm-my-company

  Resolve which company in a Well workspace is the user's own legal entity (the `own_company` pointer that decides which side of an invoice is a payable and which is a receivable), fold in its duplicate records, and hand the confirmed identity off as a typed result. When asked to persist it, set the a

• connect-accounting

  Get an accounting tool (Pennylane, QuickBooks, Xero, Sage) connected to a Well workspace and confirm the feed is live: read whether it is connected, on its first sync, or in error, hand the user Well's one-click install link, and return a typed accounting-coverage result. Use when asked \"is my acco

• connect-bank

  Get a bank account connected to a Well workspace and confirm the feed is live: read which banks are connected, on their first sync, or in error, hand the user Well's one-click bank install link, and return a typed bank-coverage result. Use for a live-feed check, how bank linking works or missing row

• connect-tools

  Check which sources a workspace has connected (bank, accounting, invoicing), connect the missing ones with install links, and hand off a coverage result. Not for an API key (about-well). Use for \"help me connect my tools\", \"install Stripe\" or \"which tools are connected\".

• context-graph

  Build a Well workspace's context graph from a conversation: connect Well to the user's AI apps when none is connected, get the bank, accounting and invoicing sources connected with Well's connect card, recap each source in one line, then draw the context graph those sources feed. Needs define-worksp

• contractor-year-end-statements

  Read the purchase invoices for one calendar year, list every contractor and supplier you paid with the total for each, name the ones carrying no tax identifier on file, and say which year-end statement each jurisdiction expects and roughly when. It never files; every figure is gross, no reporting th

• cost-structure

  Break one complete month's spending into categories or top suppliers, from the bank rows. Where to save is subscription-spend. Use when asked \"what are we spending on\" by category, not invoices (supplier-spend-register).

• crm-task-reminder

  List the Attio tasks due today or overdue, from the tasks Well syncs from Attio; it reads only. A routine can run it unattended (`run: unattended`) and send one WhatsApp message. Requires a connected Attio workspace. Use when asked \"which Attio tasks are due today\" or \"what CRM follow-ups are lat

• customer-dependency

  See what share of your revenue sits with your top customers, what the biggest owes, and the cash you lose if they walk. Use when asked \"how dependent am I on top customers\", not a full list (revenue-by-customer).

• customer-invoicing-identity

  Check what Well holds on one customer you bill (legal name, SIREN, VAT number, address), where each value came from, and what is still blank. Use when asked \"what is this customer's SIREN\" or \"what is missing before I invoice them\".

• declare-new-hire

  Lay out what a new hire needs before day one in the country you hire in: the forms to collect and the notices to hand over. On your yes, record the person in Well and file the signed contract as a document. This is a WRITE flow: it shows what it will write and asks first. This skill never files. Use

• define-period

  Pin the calendar month or months, with fiscal coordinates, that a Well workspace job works on, and hand the selection off as a typed result. In `collect` mode it hands one month back to a caller that commits it. Use when asked \"last month\", \"March\" or which month a job covers, or a skill needs a

• define-workspace

  Resolve which Well workspace (legal entity) a conversation works in and hand it off as a typed result: workspace_id, name, identity and how it was resolved. It walks several entities one per pass. Use when asked to select, switch or confirm a workspace, or \"which company account is this\".

• deploy-agents

  Preview what Well would fetch for the vendors the user picked, then on the Deploy click start one browser task per supplier with a portal address. Nothing starts until Deploy. This is a WRITE skill: a supplier Well lacks joins its catalog on the user's yes. Use for \"launch the agents\" on picked ve

• draft-invoice

  Draft invoices from plain chat requests and prepare them for review. This is a WRITE flow: a first yes saves the draft, and only a later yes issues it. Use to draft, create or send a new invoice, as in \"bill [client] for [work]\", not a bare amount.

• employer-cost

  Read payslips for one or several months and state, per person, gross pay, employee deductions and employer charges as printed, then list the bank-paid payroll bills no payslip carries. It files nothing. Requires payslips in Well. Use when asked \"what does my employee really cost me\" or \"coût empl

• export-to-accounting-tool

  Send a closed period's native journal entries to the workspace's connected accounting tool, on a card the user confirms, and hand back `resolution: exported | nothing_to_send | no_tool | failed`. Use once the close run has reached `period_closed`, never before it.

• fetch-missing-invoices

  Show the invoices a workspace is missing and start the fetch in one turn: gaps, vendors to chase, connectors, and Well's browser agents fetch the pick. A WRITE flow: a supplier Well lacks joins its catalog on your yes. Use to get or plan a chase in a month, \"what am I missing\", « il me manque quoi

• fetch-provider-exports

  Get a provider's own exports into Well when Well has no connector for it, such as Gusto's payroll journal as CSV files. A card shows the files; Deploy opens Well's collect page and the Well browser extension downloads each file. Use to download a provider's payroll or CSV export (\"sync my Gusto\"),

• first-employer-setup

  Lay out the one-time employer setup list for the country your company is registered in, counted back from your start date, with the portal link, who to contact and your company details to copy for each step. It never files. Requires a pinned workspace, a confirmed company and a start date. Use when

• founder-own-pay

  Read the payslips Well holds for the founder and state gross pay, tax withheld, contributions and net pay per period, beside the legal form and country of the own company, so the founder can take the right paperwork to their accountant. Requires the founder's payslips in a Well workspace. It never f

• fx-exposure

  Measure foreign-currency risk from Well's MCP financial graph: open invoice balances and cash balances summed per currency other than the reporting currency, converted at real exchange rates. It answers first from the cash and invoices Well holds, and asks for a missing connection after. Use when as

• import-statement

  Put a bank statement the user already has (a pdf, a csv, an ofx, an xml or a photo of the page) through Well's own extraction, so the statement, its lines and the transactions behind them land as records in one Well workspace. Takes a claim token from a drop on Well's website, an upload, or pasted t

• insurance-switch

  Compare an insurance contract with the offers the person received, and explain how to end the current contract: the facts side by side (premium, cover, deductible), a pick when the person asks for one, the end of the cover period read from the contract on file, and a termination letter drafted for t

• invite-teammates

  Invite teammates into one Well workspace from a conversation. It offers the people Well detected who hold no membership yet: those on the owner's corporate email domain or, for an owner on a personal address, those seen across several connected tools (a calling flow can pass a set instead). A later

• invoice-compliance

  Find invoices missing a VAT number, company ID, payment terms or late-fee wording before your client bounces them. Use when asked \"are my invoices compliant\" or \"is this invoice ready to send\".

• invoice-design

  Choose how one invoice prints: its design, the ink it is set in, the language it speaks, and which of the workspace's own notes, tax rate and payment means it carries, over Well's MCP server, writing only what the user picks. This is a WRITE flow: the gallery writes the user's pick itself when they

• mail-senders

  Answer which newsletters the member receives from Well's email records, save one private keep, skip or unsubscribe choice for one sender, unsubscribe the member from senders after their yes, and take senders' mail out of the inbox. It deletes no mail, adds no label and writes no message. This is a W

• mailbox

  Summarize the important mail observed this week, find the last mail from one sender (named by an address or a role such as the accountant), or list the threads that still wait for the member's reply, from Well's records. Also across WhatsApp, Instagram or LinkedIn: Well answers from the mail and say

• memory

  Keep, correct, remove and recall what Well remembers about the person and their business. Use for \"remember that\" or \"what do you know about me\", not for records or amounts.

• missing-receipts

  Find invoices with no source document, hand a missing receipt to a browser skill or the Chrome extension, draft a vendor email for a picked transaction, and match a receipt photo or PDF to its payment. This is a WRITE flow: it attaches a receipt only to the payment the user picks and sends no vendor

• money-back

  Answer \"does anyone owe me money?\" in one reply across every workspace of the person: unpaid customer invoices and money owed back (a supplier credit note never refunded, a possible VAT credit, a double debit, an expense paid for a company), each with its evidence. It sends a claim email or record

• money-leak-finder

  Scan a workspace's recent bank debits for duplicate charges, silent price rises on fixed-price subscriptions and new recurring vendors, and list the charges to check, grouped by vendor company with dates, amounts and currency. Use for money leaks, double charges, price rises, \"paiements bizarres\";

• mrr

  Answer \"what is our MRR?\" from live sold subscription rows, or from the trailing average of issued invoices when there are none, over Well's MCP financial graph. Use for \"what's our MRR\" or \"run rate\", not who owes money (accounts-receivable-aging).

• normalize-currency

  Turn amounts in different currencies into one auditable answer: a converted total with its exchange rate and as-of date, or a per-currency breakdown, never a blended figure. Use when totals mix currencies, not when a Well tool already converted.

• optimize-supplier-prices

  See whether you pay one supplier more than before, currency by currency. Get a negotiation email drafted if you want one. Use for \"what do we pay [supplier]?\", not for a spend ranking (supplier-spend-register).

• payment-invoice-lookup

  Find the reconciliation counterpart of one invoice, payment or transaction, or list every transaction or invoice with no reconciliation match, using Well's MCP financial graph. Use for \"why is this payment unmatched?\", not for money owed back (money-back).

• payroll-cost-by-month

  Read the payslips Well holds for a calendar month, or for each of several months, and state gross pay, tax withheld, social contributions and net pay per employee, each in the currency the payslip was issued in. Use for \"what did payroll cost last month\", not a full year (payroll-year-end-pack).

• payroll-due-dates

  Read the payslips Well holds for the months you pin, say which legs of each payroll run already left the bank, and set the rest against a dated payroll and social deadline reference. It never files, signs or pays: it names what is due and hands the filing to you or your bureau. Use for payroll deadl

• payroll-year-end-pack

  Read every payslip Well holds for one calendar year, total gross pay, tax withheld, social contributions and net pay per contract and per month, name each month with no payslip or no posted journal entry, and hand the year to your accountant through the close package. It files no return and produces

• personal-spending

  Answer \"how much did I spend on groceries this month compared to usual?\" in a person's own space: one category's month total, its usual month (the mean of the three full months before it) and the difference, stated per currency, or the month's fixed-versus-flexible split. Use for \"how much did I

• prefill-form-1099-nec

  Fill IRS Form 1099-NEC for a closed calendar year from what the ledger holds about who you paid, one sheet per payee. Fetches the current IRS template, totals posted payments per counterparty, writes the identity blocks and box 1, asks once for what the books cannot know, and refuses the state block

• prefill-form-1120

  Prefill page 1 of IRS Form 1120, the U.S. Corporation Income Tax Return, from a closed fiscal year's posted ledger in Well. Fetches the current IRS template, writes the identity block, the tax year and the book figures Well can source into named AcroForm fields, and returns the filled PDF with every

• prepare-exit-pack

  Read the final payslip Well holds for a leaver, state the gross pay, tax withheld, social contributions and net pay it printed, list its lines beside the contract's end date, last working day and termination reason, and name the exit documents the country expects and who sends each one. Requires a p

• rank-clients-by-ltv

  Rank customers by their revenue lifetime value (LTV): average order value x monthly purchase frequency x expected lifespan, measured by Well over up to five years of issued invoices and drawn as a bar chart, one bar per customer. It is a revenue LTV with no margin applied, and the lifespan comes fro

• reach-out-for-me

  Write an email to one of the person's own contacts or colleagues, to book something or to ask for something: an appointment, a call, a document, a quote or an answer. The contact comes from the person's records in Well (a company, a person or a co-member), or from the name and address the person giv

• reconcile-hours-to-payslip

  Read one pay period's payslip lines for an hourly or part-time employee and state the hours, the rate and the amount on each line, name the lines the payslip rubric marks as overtime, and set the total against the hours the employment contract carries. Requires a payslip in Well for the period. It r

• reconcile-payroll-month

  Read one month's payslips and the bank transactions that paid them, name every payslip with no matching debit and every payroll debit with no payslip, and, on your explicit yes, categorise and post those debits as net salaries, employer social charges or wage withholding. Requires a Well workspace w

• repost-journals

  Check whether a fiscal period's transactions and invoices are posted to the ledger, and when a re-triggerable gap remains (rows that are ready to post and simply have not) surface a card whose one CTA re-runs the posting pipeline for the workspace. Use inside a close, or to ask \"did the accounting

• resolve-board

  Open a board the workspace saved and draw it WITH its figures — cash, burn, runway, recurring revenue, cost structure, a forecast, a cash bridge. Each block stores the feed it reads and the window it asks for, so this loads that feed's own skill, runs it over that window and draws what it answered.

• reuse-invoice-design

  Turn one of the user's own invoices into the workspace's invoice design: Well rebuilds the invoice's layout, fonts, colours, logo and legal mentions as a template, shows it beside the invoice, and saves it only when the user keeps it. This is a WRITE flow: it starts a rebuild, and it saves the desig

• revenue-by-customer

  Rank the customers a workspace billed in one period, using Well's MCP financial graph, read off the invoices this workspace issued, net of tax. Any window works. Well places the side of each invoice on the server; when it cannot, the answer lists the largest invoices of the period on both sides, ran

• runway-stress-test

  Re-run the runway under named what-ifs (a customer pays late, a customer leaves, a hire starts) and show each result against the base case, with the cause of each change. Read only, except that it saves the person's answer to which accounts count as cash. Needs a connected bank account and the own c

• runway
• saas-billing
• sales-review
• secure-payroll
• show-missing-invoices
• signing-back
• subscription-actions
• subscription-spend
• supplier-spend-register
• tax-id-chase
• todays-priorities
• trust-curve
• unposted-and-blocked
• upcoming-payments
• vat-radar
• whats-next
• workspace-data-migration

MCP servers (1)

• well

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

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