Summary
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.
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Tools
Public tool metadata for what this MCP can expose to an agent.
4 tools
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
depthnumberRelationship depth: 0=scalars only, 1=direct relations (default), 2=nested relationsdefault: 1
rootstringEntity 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
allFieldsbooleanIf true, automatically fetches all scalar fields from schema. No need to specify fields.
fieldsarrayArray of field paths. Each path is an array starting with root name. Optional if allFields is true.
limitnumberMax records to return (default 50, max 500)
rootstringThe 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
descriptionstringBrief description
domainstringCompany website domain
namestringCompany name (required)
registered_namestringOfficial registered name
tax_idstringTax identification number
trade_namestringTrading 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
emailstringEmail address
first_namestringFirst name (required)
job_titlestringJob title/position
last_namestringLast name
phonestringPhone number in E.164 format (e.g., +33612345678)
Featured
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
