Menu
O SkillsMP coletou 23 skills de WellApp-ai/skills. Abra uma skill para revisar a origem e os detalhes.
Mostrando 23 de 23 skills coletadas.
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 —…
Idioma do texto original: inglês
Show how a company's cash balance has changed over time — a historical trend built from Well's MCP financial graph's real balance snapshots, never a forecast. Use when the user asks "cash balance trend", "chart our cash over time", "is our cash going up or…
Idioma do texto original: inglês
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.…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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. Use when the user says "last month",…
Idioma do texto original: inglês
Resolve which Well workspace (legal entity / company account) a conversation works in, and hand it off as a typed result — workspace_id, name, identity, and how it was resolved — to any Well skill or flow that follows. Use when the user asks to select,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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",…
Idioma do texto original: inglês
Break down where a company's money goes using Well's MCP financial graph — top expense categories and the largest outstanding accounts payable, backed by ledger and invoice data rather than guesswork. Use when the user asks "where does my money go", "what are…
Idioma do texto original: inglês
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,…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
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…
Idioma do texto original: inglês
Calculate a company's true cash runway — months and days of operating cash left — from Well's MCP financial graph (real cash balances vs. trailing burn rate), showing exactly what went into the number. Use when the user asks "what's my runway", "how much…
Idioma do texto original: inglês