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Connect Tools

Check which data sources a Well workspace has connected — bank accounts, accounting software, invoicing and payment portals — get the missing ones connected with Well's one-click install links, and hand off a typed coverage result to the flow that follows. Use when the user asks to connect a bank, connect their finance tools, link an accounting tool (Pennylane, QuickBooks, Xero…), add Stripe or Shopify, asks "which tools are connected", "what can I connect to Well", or when a Well skill needs bank / accounting / invoicing data present before it continues. Do not use to compute figures, to trigger a sync, to disconnect a tool, or to run a connector's own actions.

wellapp-ai 7e219ee 1.5 KB Updated
Finance & Business

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Check your connections

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-tools" }) 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-tools commit 7e219ee6a5

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