Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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".
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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 wellqueryrecords call.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Plugin Claude Code
Grounded financial answers from your real ledger and bank data.
Plugin Claude Code
Grounded financial answers — expenses, runway, cash position, receivables, payables, FX exposure, reconciliation, and invoice drafting — computed live from Well's MCP financial graph.
MCP server Claude CodeCodexCursor +2
MCP server "well", hosted remotely at api.wellapp.ai, as configured in WellApp-ai/skills.
Skill Claude CodeCodex
Set a Well workspace's accounting settings — the fiscal year start month above all, plus the first fiscal year start date, home/base currency, country, accounting framework, and chart-of-accounts confirmation — over Well's MCP server, writing only the value the user confirms, never a guessed one. Use when the user…
Skill Claude CodeCodex
Answer "who owes us money, and since when?" using Well's MCP financial graph — every outstanding customer invoice bucketed into standard aging bands (current, 1-30, 31-60, 61-90, 90+ days overdue), backed by real invoice data rather than guesswork. Use when the user asks "who owes us money", "accounts receivable…
Skill Claude CodeCodex
Answer "what is our burn rate?" using Well's MCP financial graph — the trailing average of real monthly outflows, with the window it was measured over and how much of that window actually carried spend. Use when the user asks "what's our burn rate", "how much are we spending per month", "what's our monthly burn", or…
Skill Claude CodeCodex
Show what bills are coming due and when, as a date-ordered cash-planning view of accounts payable with a running cumulative total, using Well's MCP financial graph. Use when the user asks "what bills are due", "upcoming payments", "what do we owe this week/month", "AP due dates", "what's our cash outflow looking…
Skill Claude CodeCodex
Answer "where did the cash go?" using Well's MCP financial graph — a bridge from the opening cash position to the closing one, showing total inflows and total outflows for the period. Use when the user asks "where did the cash go", "reconcile our cash movement", "why did our balance change", "show me the cash flow…
Skill Claude CodeCodex
Answer "what will our cash look like?" using Well's MCP financial graph — settled month-end balances followed by a worst-case projection that assumes no incoming revenue. Use when the user asks "what will our cash look like", "show me our cash forecast", "project our cash forward", "when do we hit zero", or "what does…
Skill Claude CodeCodex
Answer "how much cash do we have right now?" using Well's MCP financial graph — a fast, point-in-time snapshot of current bank/cash balances across all connected accounts, per currency, backed by real synced balances rather than guesswork. Use when the user asks "what's our cash position", "how much cash do we have…
Skill Claude CodeCodex
Raise category coverage on the counterparties (suppliers and customers) behind one Well workspace's spend — for a given month's still-missing invoices, or workspace-wide across everything still uncategorized. Renders Well's counterparties card, where each listed row carries a catalog-category select, every pick saves…
Skill Claude CodeCodex
Drive a month-end close for a Well workspace to the point of approval — start the close for a named month, read what is blocking it, clear the blockers one at a time, prepare the close package, and mint the approval offer the user accepts in the Well app. Use when the user asks to "close the books", "close last…
Skill Claude CodeCodex
Compose everything Well knows about one named company — customer or vendor — into a single 360 view using Well's MCP financial graph — profile info, contact channels, and the invoice relationship (as issuer, receiver, or both). Use when the user asks "build a customer 360 view", "customer 360", "give me a 360 view of…
Skill Claude CodeCodex
Resolve which company in a Well workspace is the user's own legal entity — the owncompany 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; and, when asked to persist it, set the anchor via…
Skill Claude CodeCodex
Get a bank account connected to a Well workspace and confirm the feed is live — read which banks are already connected, still running their first sync, or in error, hand the user Well's one-click bank install link, and return a typed bank-coverage result to the flow that follows. Use when the user asks to connect a…