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Define Workspace

Resolve which Well workspace (legal entity / company account) a conversation works in, and hand it off as a typed result — workspace_id, name, identity, and how it was resolved — to any Well skill or flow that follows. Use when the user asks to select, choose, switch, or confirm a workspace, says "use my FR entity" / "work in workspace X" / "which company account is this", or when a Well skill needs one workspace pinned before it reads or writes data. Resolves several entities too — "do both my companies", "FR and US" — as a pin plus a server-held queue the caller walks one workspace per pass. Do not use to connect a bank or accounting tool, to compute any financial figure, or to confirm the company identity inside the Well app.

wellapp-ai a8a9734 1.6 KB Updated
Finance & Business

File contents

Pick the workspace

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: "define-workspace" }) 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/define-workspace commit a8a9734fd5

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npx skillmds@latest add wellapp-ai/define-workspace