Introduction

What a skill is

A skill is a playbook your AI assistant follows to answer one question from your connected business data. It checks what the workspace has connected, calls the Well MCP tools it needs, computes the answer, and shows the working. When something it depends on is missing, it says so instead of guessing.

Skills are authored in the open at WellApp-ai/skills, one directory per skill.

How skills relate to the Well MCP server

The MCP server is the connection. It hands your assistant tools such as well_render_runway, well_list_account_balances, and well_query_records, but it does not decide how to use them.

A skill is the instruction layer above those tools. It knows which ones to call for one question, in what order, what the workspace needs connected for the answer to hold, and how to present the result. Connect the MCP server once, then add the skills that match the questions you ask.

What ships today

Ninety-three skills. Seventy-three answer a question you would actually ask, and twenty are the setup steps those invoke to get what they need. Twenty-seven of the ninety-three write rather than read. The one that saves a board writes only an arrangement with no figure in it, so it saves at once. The one that sets how far Well acts alone writes only what you type yourself in Well's chat, and an assistant such as Claude or ChatGPT can only lower a level, never raise it. The reconciliation check re-runs Well's own matching and posting on your request, and writes nothing outside Well. The one that reuses an invoice design starts its rebuild at once and saves nothing until you keep the design. Every other one shows you what it is about to do and waits for your confirmation first.

• Runway
• Runway Stress Test
• Cash position
• Cost structure
• Money leak finder
• Receivables aging
• Chase late invoices
• CRM task reminder
• Today's priorities
• Bills due
• Secure Payroll
• Calculate Hours
• Rank clients by LTV
• Customer Dependency
• FX exposure
• Company profile
• Payment and invoice lookup
• Missing receipts
• Draft invoice
• Invoice design
• Invoice Compliance
• Reuse my invoice design
• Burn rate
• Recurring revenue
• Cash forecast
• Cash flow bridge
• Missing supplier invoices
• Assign missing invoices
• Missing invoice sweep
• Invoice fetching agents
• Close the books
• Accounting review
• Repost the journals
• Pick the workspace
• Invite teammates
• Action levels
• Check your connections
• Build your context graph
• Connect your bank
• Connect your accounting
• Pick the period
• Categorize your suppliers
• Confirm your company
• Accounting settings
• Bring a connector across
• Export to accounting tool
• Convert currencies
• Signing back
• What's next
• Memory
• Mail senders
• Mailbox
• Payables aging
• Board pack
• Compose a board
• Open a saved board
• Chart of accounts
• Customer invoicing identity
• Payroll cost by month
• Revenue by customer
• Supplier spend register
• Optimize Supplier Prices
• Subscription spend
• Subscription actions
• Personal spending
• Reach out for me
• Call and claim
• Insurance switch
• SaaS billing
• Tax id chase
• Prefill Form 1120
• Prefill Form 1099-NEC
• Unposted and blocked
• Check bank and books
• VAT radar
• Money back
• Accounting reports
• Import a statement
• Provider exports
• First employer setup
• Declare a new hire
• Employer cost
• Founder's own pay
• Payroll due dates
• Check a payslip
• Reconcile the payroll month
• Reconcile hours to payslip
• Check the working time record
• Check expense taxability
• Check contractor status
• Contractor year end statements
• Payroll year end pack
• Prepare exit pack

Each one has its own page with the question it answers, the answer it returns, and the connectors it needs. wellapp.ai/skills lists the questions you can ask, grouped by subject.

Add them to your assistant

One command from skills.sh adds every skill.

npx skills add wellapp-ai/skills

Skills work in any assistant that speaks MCP, including Claude, Codex, and Cursor. You sign in the first time a skill needs your data.

Next steps