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Connect Bank

Get a bank account connected to a Well workspace and confirm the feed is live — read which banks are already connected, still running their first sync, or in error, hand the user Well's one-click bank install link, and return a typed bank-coverage result to the flow that follows. Use when the user asks to connect a bank, link a bank account, add Qonto or a Plaid-supported bank, asks "is my bank connected", "why are my transactions missing", or when a Well skill needs settled bank spend in the workspace before it continues. Do not use to connect accounting or invoicing tools (that is connect-tools), to compute a figure, to force a re-sync, or to disconnect an account.

wellapp-ai Updated
Finance & Business

File contents

Connect your bank

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: "connect-bank" }) 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/connect-bank commit b9a2df32f5

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Frequently asked questions

npx skillmds@latest add wellapp-ai/connect-bank