Introduction

Connect your AI assistant to Well financial data

What is MCP?

The Model Context Protocol (MCP) is an open standard that allows AI assistants to securely connect to external data sources and tools. Instead of copy-pasting data into your AI chat, MCP enables direct, real-time access to your Well data.

Why Use Well MCP?

Natural Language Queries

Ask questions like "Show me unpaid invoices over 1000 EUR" and get instant answers

Real-time Data

Access your latest invoices, companies, and contacts directly

Create Records

Create companies and contacts through natural conversation

Secure

OAuth authentication keeps your data safe

How It Works

AI Client → Well MCP Server → Well API → Your Data

Your AI client connects to the Well MCP server, which securely fetches data from your Well workspace using OAuth authentication.

Capabilities

Category	Data Types	Status
Financial Data	Invoices	Available
Financial Data	Transactions, Accounts	Available
Contacts	Companies, People	Available
Documents	Documents, Connectors	Available
Payment Methods	Payment Means	Available