Connect Yardi Virtuoso to Well

Pick Yardi Virtuoso in Well's Connections panel to begin. Well reads the OAuth metadata published at the Yardi Virtuoso MCP server on mcp.virtuoso.ai, registers itself through Dynamic Client Registration, and routes you to approve the read scopes on Yardi's own screen. No API key changes hands, and the consent step keeps the choice of what Well may read with you.

More than most property tools surface to a finance layer. Well reads the companies and people behind a lease, the invoices a property bills, the transactions that settle them, and the bank accounts, ledger accounts, and payment instruments those movements run through. A tenant resolves to a company, a billed charge to an invoice, and the rent that clears to a transaction posted against the right ledger account.

You can, because Well reads the ledger account and the payment instrument alongside each transaction. A rent payment that settles in Yardi arrives carrying the account it cleared in and the ledger line it belongs to, so collected rent reconciles against the books without re-keying. Ask which properties are behind on billing this period and the answer joins the invoice, the transaction, and the account in one place.

Every company, invoice, and transaction Well builds from Yardi keeps its Yardi identifier and a link to the original. You reach the Yardi record in one click from a workspace page, and the same identifier travels back so a search resolves from either side. Yardi stays the operating system of record for the property; Well holds the financial reading of it next to your other accounts.

Well reads properties, leases, invoices, and the transactions behind them through the Yardi MCP connection and folds new activity in as it is read, with the first connect pulling existing billing history in the background. The connection is read-only, so your team keeps working leases and charges in Yardi while Well mirrors the financial side for reporting and agents.

Disconnecting Yardi Virtuoso in Well revokes the token and stops further reads at once, and since Well only ever read, nothing needs reversing on Yardi's side. The companies, invoices, transactions, and account records already brought across stay in your workspace, so a question about collected rent last quarter keeps answering after the connection is gone.