菜单
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".
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
| name | connect |
| description | 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". |
| disable-model-invocation | false |
Run this right after installing the Well plugin, or whenever the Well tools aren't responding. Walk the user through it conversationally — do not dump all steps at once if a step is already done.
Installing the plugin auto-adds the well MCP server (it is bundled in the plugin manifest). If the user just installed it, make sure it's active:
/reload-plugins if they haven't since installing./mcp.The Well MCP uses OAuth, so the first connection needs a one-time sign-in:
Run
/mcp, select well, and choose Authenticate. A browser opens — sign in to your Well account and approve. No API key, no config.
If /mcp shows well as already authenticated, skip this.
Call well_get_schema (no arguments) to confirm the connection is live. If it returns the list of roots (companies, invoices, transactions, ledger_accounts, …), the connection is working — tell the user "Connected ✓, N data types available."
If it returns an auth error, send them back to step 2. If it returns a server error on the heavy roots, the connection is fine but the workspace data path may be temporarily unavailable — say so rather than implying the setup failed.
Once connected, offer 3 concrete starting prompts so the user gets value immediately:
Mention the deeper skills are available too: /well:reconciliation, /well:vat-summary, /well:ar-aging, /well:month-end-close, /well:compte-de-resultat, /well:balance-sheet, /well:cash-flow-forecast.
Tool calls use Well credits, billed to the workspace plan. Mention this once if the user asks about cost — do not interrupt every call.
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 what's left before closing.
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.