well_get_schema exists because well_query_records wants explicit field paths, and the shape of an invoice is not the shape of a company. Once past that, the useful part is that this queries invoices Well already retrieved from portals and inboxes, so questions like unpaid invoices over a threshold are answerable without an export step.
The MCP surface of Well, a supplier-invoice retrieval product. It queries the invoices, companies, people and transactions Well has collected, and edits a few of them.
- well_get_schema — discover the available roots and their fields before querying
- well_query_records — query invoices, companies, people, transactions and the accounting ledger, choosing the fields you want back
- well_get_entity — fetch one record by id
- well_update_invoice and well_delete_invoice — edit or remove an invoice
- well_add_contact_channel and well_remove_contact_channel — attach an email or phone to a company or person
- Behind the data: invoices collected from web portals, Gmail, WhatsApp and PDFs, exportable as JSON, CSV, XML, UBL 2.1, QuickBooks IIF or Xero CSV
A Well account. Add https://api.wellapp.ai/v1/mcp to your MCP client and authenticate with browser sign-in — in Claude Desktop or web, Settings then Connectors then Add custom connector. Claude Code users can install the plugin from the WellApp-ai/Well marketplace, which bundles the MCP plus finance skills and needs no API key. Invoice collection itself runs through the Chrome extension.