Well

Manage business data including invoices, companies, and contacts through a structured database interface.

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What it can do

  • Well Get Schema: Discover available data types and fields. USAGE: - well_get_schema() → List available roots (invoices, companies, people, documents, connectors) - well_get_schema({ root: "invoices" }
  • Well Query Records: Query records from Well's database. ⚠️ WORKFLOW: 1. Call well_get_schema(root) FIRST to discover available fields 2. Select ONLY the fields you need (5-15 typically) 3. Call well_q
  • Well Create Company: Create a new company in Well. ⚠️ Call well_get_schema("companies") FIRST to discover all available fields and their required status. REQUIRED: name COMMON FIELDS: domain, descript

What data it sees

Do you need an account

No: the server works without sign-in

Manage business data including invoices, companies, and contacts through a structured database interface. Discover available data schemas to efficiently query specific records for reporting and dashboarding. Streamline administrative tasks by creating new company profiles and personnel entries directly.

How to connect

How to connect Well to Claude

The server address to paste into Claude settings:

https://app--well.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Well to ChatGPT

The server address to paste into ChatGPT settings:

https://app--well.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Well to Cursor

The server address to paste into Cursor settings:

https://app--well.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (4)

Raw names from tools/list. Only developers need these.

well_get_schemaDiscover available data types and fields. USAGE: - well_get_schema() → List available roots (invoices, companies, people, documents, connectors) - well_get_schema({ root: "invoices" }) → List all available fields for invoices WORKFLOW: 1. Call well_get_schema(root) to see available fields 2. Pick the fields you need for your task (typically 5-15) 3. Call well_query_records with those specific fields Returns field paths like: - "invoices.grand_total" → scalar field - "invoices.issuer.name" → relationship field (company name) - "invoices.receiver.name" → relationship field To use in well_query_records, convert path to array: "invoices.issuer.name" → ["invoices", "issuer", "name"]
well_query_recordsQuery records from Well's database. ⚠️ WORKFLOW: 1. Call well_get_schema(root) FIRST to discover available fields 2. Select ONLY the fields you need (5-15 typically) 3. Call well_query_records with those specific fields ROOTS: invoices, companies, people, documents, connectors EXAMPLE - Get all invoices for dashboard: well_query_records({ root: "invoices", fields: [ ["invoices", "invoice_number"], ["invoices", "grand_total"], ["invoices", "issue_date"], ["invoices", "issuer", "name"], ["invoices", "receiver", "name"] ], limit: 500 }) ⚠️ RULES: - ALWAYS select specific fields (not allFields) for best performance - Field paths from schema: "invoices.issuer.name" → ["invoices", "issuer", "name"] - With specific fields, you can request up to 500 records Returns { rows, totalCount, success }.
well_create_companyCreate a new company in Well. ⚠️ Call well_get_schema("companies") FIRST to discover all available fields and their required status. REQUIRED: name COMMON FIELDS: domain, description, tax_id, registered_name, trade_name The schema may include additional fields - use get_schema to see the complete list.
well_create_personCreate a new person/contact in Well. REQUIRED: first_name (last_name can be null) FIELDS: first_name, last_name, email, phone, job_title EXAMPLES: - Simple: well_create_person({ first_name: "John", last_name: "Doe" }) - With email: well_create_person({ first_name: "John", last_name: "Doe", email: "john@example.com" }) - Full: well_create_person({ first_name: "John", last_name: "Doe", email: "john@example.com", phone: "+33612345678", job_title: "CEO" })