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Company Profile

Compose everything Well knows about one named company — customer or vendor — into a single 360 view using Well's MCP financial graph — profile info, contact channels, and the invoice relationship (as issuer, receiver, or both). Use when the user asks "build a customer 360 view", "customer 360", "give me a 360 view of X", "everything about [company name]", "vendor across every rail", "who is this company", "show me our history with X", or "tell me about our relationship with [vendor/customer]". Requires a connected Well workspace with at least one connector that has synced company/invoice data; if none is connected or the company can't be found, this skill says so instead of guessing.

wellapp-ai Updated
AI & ML

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Company profile

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

  1. 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.
  2. Call well_get_skill({ skill: "company-profile" }) and follow the returned document exactly. It is the authoritative instruction set; do not substitute your own plan for it.
  3. 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.
  4. 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/company-profile commit 37f5d72e29

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Frequently asked questions

npx skillmds@latest add wellapp-ai/company-profile