Connect and verify the Well MCP — authenticate, confirm the tools work, and show what to ask. Use when the user runs /well:connect, just installed the Well plugin, or says the Well connection/MCP "isn't working" / "nothing happened".
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Run this right after installing the Well plugin, or whenever the Well tools aren't responding. Walk the user through it conversationally — do not dump all steps at once if a step is already done.
Installing the plugin auto-adds the well MCP server (it is bundled in the plugin manifest). If the user just installed it, make sure it's active:
/reload-plugins if they haven't since installing./mcp.The Well MCP uses OAuth, so the first connection needs a one-time sign-in:
Run
/mcp, select well, and choose Authenticate. A browser opens — sign in to your Well account and approve. No API key, no config.
If /mcp shows well as already authenticated, skip this.
Call well_get_schema (no arguments) to confirm the connection is live. If it returns the list of roots (companies, invoices, transactions, ledger_accounts, …), the connection is working — tell the user "Connected ✓, N data types available."
If it returns an auth error, send them back to step 2. If it returns a server error on the heavy roots, the connection is fine but the workspace data path may be temporarily unavailable — say so rather than implying the setup failed.
Once connected, offer 3 concrete starting prompts so the user gets value immediately:
Mention the deeper skills are available too: /well:reconciliation, /well:vat-summary, /well:ar-aging, /well:month-end-close, /well:compte-de-resultat, /well:balance-sheet, /well:cash-flow-forecast.
Tool calls use Well credits, billed to the workspace plan. Mention this once if the user asks about cost — do not interrupt every call.
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Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes them money, an AR aging report, overdue invoices, days sales outstanding (DSO), or which customers to chase.
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Iterate until success or limit, composing existing skills with Jidoka integration
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Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan, assets/liabilities/equity, or financial position at a point in time.
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Generate and maintain BPMN 2.0 diagrams linked to Gherkin scenarios
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Forecast cash flow and runway for a Well workspace from booked invoices and collected bank transactions. Use when the user asks for a cash-flow forecast, runway, how long until they run out of cash, projected balance, or expected inflows/outflows.
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Review code changes against hard rules and conventions
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