Connect Wise to Well
Read your Wise balances and the people you saved as recipients into Well through the Well-hosted Wise MCP server. You connect with a Wise API token.
What Well pulls from Wise
Wise feeds balance, jar, recipient into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Wise’s access.
| From Wise | In Well | Relation | |
|---|---|---|---|
| Balance | Account balance | Syncs as | |
| Jar | Savings account | Syncs as | |
| Recipient | Person | Resolves to |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Wise → Well
What Well does with your Wise connection
Connect
Connect Wise over API key: you generate a Wise key and paste it into Well, where it is stored encrypted at rest and never returned in responses.
Sync
Well brings balance, jar, and recipient in from Wise on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Wise entity into account balance, savings account, and person, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Wise lands in the workspace as account balance, savings account, and person you can search, chart, and automate.
Questions Wise unlocks
Ask in plain language. Well answers from your connected Wise connection, resolved against the rest of your stack.
Ask anything about your Wise connection
Ask about your Wise connection…
36 agent skills run on Wise.
Each one answers a question from live Wise data. The required ones return nothing until a source like it is connected.
Needs a source like Wise
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Secure Payroll
Know if payroll is safe, and which vendor bills to push if it is not.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Burn rate
Know what you spend in an average month over a window you can see, with the months that carried no spend counted.
Cash forecast
See the settled month-end cash series and where the line goes from the last complete month.
Cash flow bridge
See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.
Missing supplier invoices
See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.
Assign missing invoices
Put a name on every settled expense that still has no invoice.
Missing invoice sweep
Walk the whole month-end sweep in one prompt.
Close the books
Drive the month-end close from open to sent to your accounting tool.
Accounting review
Work through your open accounting items by category.
Categorize your suppliers
Close the category gaps behind your spend before you close a month.
Board pack
The board numbers in one pass, each with its scope and its window stated.
Optimize Supplier Prices
See what you paid a supplier, how its price moved, and get the negotiation email drafted.
Subscription spend
See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.
Subscription actions
Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.
Personal spending
See what you spent on one category, such as groceries, this month and how that compares to a usual month.
Unposted and blocked
See what in a month has not reached the ledger, and which pile each item sits in.
Check bank and books
Compare your bank with your books, list the gaps, and re-run what missed rows.
Answers better with Wise
FX exposure
See how much of your cash and receivables sit outside your reporting currency.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Invoice fetching agents
See exactly which agents would run, before any of them does.
Convert currencies
Turn mixed currencies into one number you can actually audit.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Call and claim
Claim a refund or a compensation with the evidence in hand, and know what to say when you call.
Money back
Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.
Employer cost
Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses Wise when it is there
Connects and checks Wise
Connect Wise in three steps
- 01
Create a Wise API token
In your Wise settings, create an API token for your business account. You paste it into Well in the next step.
- AuthAPI token
- TransportWell-hosted MCP
- Validationchecked against /v1/profiles
- 02
Map your entities
Open Wise in Well's Connections panel and paste the token. Well finds your business profile with the token, so you do not select a profile.
- Mappingpreconfigured by Well
- 03
Use the data
Well then reads your Wise balances and the people you saved as recipients. Ask for the cash on each balance, or for the list of recipients.
- First syncstarts as soon as connect completes
This connection brings in balances and recipients only. Wise transactions do not arrive through it today.
How Wise stays secure with Well
Wise connects with an API token rather than an OAuth redirect: you create the token in your Wise settings and paste it into Well, which reads your Wise business profile through the Well-hosted Wise MCP server. The token is encrypted at rest and never returned. Well reads your balances and saved recipients, and revoking the token in Wise cuts off the access at once.
- granted
Read Wise records
Resources the Wise MCP server exposes, scoped by the API key you paste into Well.
- granted
Resolve balance, jar, and recipient across your stack
Match identifiers in Wise against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Wise records
Not granted; Wise is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Read API keys from Wise's settings
Well only sees the keys you paste in. The keys never leave Well's secret store back to Wise's admin surface.
Frequently asked questions about Wise and Well
How do I connect Wise?
Create an API token in your Wise settings. Then open Wise in Well's Connections panel and paste the token. Wise does not use OAuth for this connection.
What does Well read from Wise?
Well reads each balance on your Wise business profile, with its currency and its cash amount. A jar shows as a savings account. Well also reads the people that you saved as recipients. Business recipients are not included.
Does Well read my Wise transactions?
Not today. The Wise activity list gives each amount as display text, not as a number, so Well saves no Wise transaction. Your balances and recipients still arrive.
Which Wise profile does Well read?
Well reads your Wise business profile. When the token reaches one business profile, Well selects it for you. When the token reaches no business profile or more than one, Well reads no profile. Use a token that reaches one business profile.
Pairs well with Wise
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Ready to connect Wise?
Connect once. Every balance, jar, recipient from Wise becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.