How do I install the Categorize Counterparties skill?

Run npx skillmds@latest add wellapp-ai/categorize-counterparties in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Categorize Counterparties safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Categorize Counterparties?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Categorize Counterparties free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under PolyForm-Perimeter-1.

Who published Categorize Counterparties?

wellapp-ai (@wellapp-ai) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Categorize Counterparties

Name: Categorize Counterparties
Author: wellapp-ai

Raise category coverage on the counterparties (suppliers and customers) behind one Well workspace's spend — for a given month's still-missing invoices, or workspace-wide across everything still uncategorized. Renders Well's counterparties card, where each listed row carries a catalog-category select, every pick saves immediately, and Continue hands the turn back; the skill reads one list, points at the card, and proposes categories only when the user explicitly asks it to. Use when the user asks to categorize or tag their suppliers, vendors, or counterparties, says "which suppliers have no category", "categorize the companies behind my spend", "clean up my vendor categories before I close the books", or when a fetch-missing-invoices flow reaches its counterparty categorization step. Never invents a category outside the catalog. Do not use to categorize individual transactions, to compute a spend figure, or to connect a tool.

wellapp-ai Updated Sep 17, 2026

Coding & Dev Tools

Install

Press C to copy

$ npx skillmds@latest add wellapp-ai/categorize-counterparties

Installs into ~/.claude/skills (or .claude/skills inside a project). Restart Claude Code to pick it up.

Download SKILL.md

＋ Add to collection

README badge

[![SkillMD](https://skillmd.com/badge/wellapp-ai/categorize-counterparties.svg)](https://skillmd.com/skills/wellapp-ai/categorize-counterparties)

Trust & safety

Audits pending

Not yet audited · commit 78be1dc

License: PolyForm-Perimeter-1
Works with: Claude Code Claude.ai OpenAI Codex +

File contents

Categorize your suppliers

The instructions for this skill are served by Well's MCP server, so they are always current. This file only loads them.

Check that well_* tools are in your toolset. If none are, tell the user to add the Well MCP connector (https://api.wellapp.ai/v1/mcp) and stop.
Call well_get_skill({ skill: "categorize-counterparties" }) and follow the returned document exactly. It is the authoritative instruction set; do not substitute your own plan for it.
When the document tells you to run another Well skill, load it the same way, with well_get_skill, at the moment the document says to.
If the tool returns success: false or an error, tell the user the instructions are temporarily unavailable and stop. Do not improvise from memory.

wellapp-ai/skills/tree/main/skills/categorize-counterparties commit 78be1dc1fb

Frequently asked questions

npx skillmds@latest add wellapp-ai/categorize-counterparties