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".
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.
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.
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…
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.
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.
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.
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…