well-skills

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 the user asks "who owes us money", "accounts receivable aging", "AR aging", "outstanding receivables", "which customers haven't paid", "who's late paying us", or "overdue invoices owed to us". Requires a connected Well workspace with invoicing data and a resolvable `own_company`; if either is missing, this skill walks the user through connecting one or confirming their company first.

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 week/month", "AP due dates", "what's our cash outflow looking like", "when are our bills due", or "payment calendar". Requires a connected Well workspace with invoicing/bills data; if none is connected, this skill walks the user through connecting one first.

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 down", "cash trajectory", "how has our cash changed", or "cash history". Requires a connected Well workspace with bank data covering more than one historical balance period; if none is connected or history is too thin, this skill walks the user through connecting one or says plainly there's not enough history yet.

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 asks "what's our cash position", "how much cash do we have right now", "current bank balance", "how much money is in the bank", or "what's our total cash on hand today". Requires a connected Well workspace with a banking connector; if none is connected, this skill walks the user through connecting one first.

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 customer 360 view", "customer 360", "give me a 360 view of X", "everything about [company name]", "vendor across every rail", "who is this company", "show me our history with X", or "tell me about our relationship with [vendor/customer]". Requires a connected Well workspace with at least one connector that has synced company/invoice data; if none is connected or the company can't be found, this skill says so instead of guessing.