Quickstart

Get started with Well MCP in 5 minutes

Prerequisites

Before you begin, ensure you have:

Well Account

Active workspace with data at app.wellapp.ai

API Key or OAuth

From Settings > API Keys

MCP Client

Claude, Cursor, Windsurf, Codex, or ChatGPT

Node.js 18+

Required for local/stdio transport only

Well runs as a hosted custom connector secured with OAuth — no API key, nothing to install.

Add to Claude

Opens your Claude connector settings. Add the URL below and sign in.
  1. 1

    Open connectors

    In Claude (Desktop or web): Settings → Connectors → Add custom connector.

  2. 2

    Paste the URL

    https://api.wellapp.ai/v1/mcp

  3. 3

    Authenticate

    Click Add and sign in with your Well account. Done.

Custom connectors require a paid Claude plan (Pro, Max, Team, or Enterprise). On Team/Enterprise, an owner adds the connector once in organization settings, then members connect individually.

Using a different client? Most support custom MCP servers the same way — add https://api.wellapp.ai/v1/mcp and authenticate. → See detailed steps per client

Option B: Config File

For manual setup or automation, use an API key:

  1. Log into Well Dashboard
  2. Go to Settings > API Keys
  3. Click Generate New Key
  4. Copy the key and add it to your client's config file

→ See config examples per client

Test the Connection

Once configured, try these prompts:

Show me my invoices

What companies do I have in Well?

Find all unpaid invoices over 1000 EUR

If you see your data, you're all set!

Troubleshooting

Next Steps

Authentication

Learn about API Key vs OAuth

Available Tools

See all available MCP tools