Skill Claude CodeCodex
Check which data sources a Well workspace has connected — bank accounts, accounting software, invoicing and payment portals — get the missing ones connected with Well's one-click install links, and hand off a typed coverage result to the flow that follows. Use when the user asks to connect a bank, connect their…
Skill Claude CodeCodex
Answer "what are we spending on?" using Well's MCP financial graph — a deterministic category breakdown of one month's outflow, with the share each category takes and which grouping produced it. Use when the user asks "what are we spending on", "break down our expenses", "where is the money going", "what are our…
Skill Claude CodeCodex
Pin the calendar month or months — and the fiscal coordinates behind them — a Well workspace job works on, written server-side by the user's click on the period picker card, and hand the selection off as a typed result; or, in a collect mode, hand a single month's calendar coordinates back to a caller that commits the…
Skill Claude CodeCodex
Resolve which Well workspace (legal entity / company account) a conversation works in, and hand it off as a typed result — workspaceid, name, identity, and how it was resolved — to any Well skill or flow that follows. Use when the user asks to select, choose, switch, or confirm a workspace, says "use my FR entity" /…
Skill Claude CodeCodex
Preview what Well would fetch for the vendors the user picked — which agents would run, over which counterparties and transactions, which rows need a manual upload, and which providers need connecting — then hand those vendors to the Well app. Nothing collects anything yet. The preview card gives a checkbox to each…
Skill Claude CodeCodex
Draft and create a real invoice record in Well from a conversational description — e.g. "invoice Acme Corp $2,500 for consulting work, due in 30 days." Use when the user asks to "draft an invoice", "create an invoice for [client]", "bill this client for Y", "send an invoice to [company] for [amount]", or "invoice…
Skill Claude CodeCodex
Walk Well's whole missing-invoice flow end to end — pin the workspace, confirm the bank / accounting / invoicing connections, fix the months, categorize the counterparties carrying no industry label, list the settled spend that still has no supplier invoice, take the user's pick of the vendors to chase, connect the…
Skill Claude CodeCodex
Measure how exposed a company is to foreign-currency risk using Well's MCP financial graph — outstanding invoice balances and cash balances summed by non-home currency and converted to the workspace's home/reporting currency at real exchange rates. Use when the user asks "measure our FX exposure", "FX exposure"…
Skill Claude CodeCodex
Find invoices (and optionally transactions) with no source document attached — a compliance/expense-hygiene check backed by Well's MCP financial graph. Use when the user asks "which expenses are missing receipts", "find missing receipts", "compliance check on receipts", "which invoices have no document attached", "do…
Skill Claude CodeCodex
Turn a set of amounts in different currencies into one auditable answer — either a single converted total carrying the exchange rate and as-of date behind it, or a clean per-currency breakdown — and never a blended figure. Use when a Well skill has totals spanning more than one currency, needs a rate from the…
Skill Claude CodeCodex
Find the reconciliation counterpart for a specific invoice, payment, or transaction ("what payment settled this invoice", "what invoice does this payment belong to"), or list every transaction/invoice with no reconciliation match at all — a compliance/reconciliation gap — using Well's MCP financial graph. Use when the…
Skill Claude CodeCodex
Rank customers by total realized revenue paid to date — sum of paid invoices per customer — using Well's MCP financial graph, backed by real invoice data rather than guesswork. Use when the user asks "rank our clients by lifetime value", "who are our best customers", "rank clients by revenue", "biggest customers"…
Skill Claude CodeCodex
Answer "how much runway do we have?" using Well's MCP financial graph — months of cash left, computed from real synced balances divided by actual trailing burn, with the dividend and divisor shown so the number can be challenged. Use when the user asks "what's my runway", "how much runway do we have", "when do we run…
Skill Claude CodeCodex
List the settled spend in one Well workspace that still has no supplier invoice for a given month or fiscal period, one row per counterparty, each row carrying how the gap can be closed — Well's agent fetches it, connect the provider, or upload it by hand — and hand the list off as a typed result. The card carries a…