well_list_expense_notes

io.github.WellApp-ai/well-mcp · Verify this server

List the expense notes of the person who asks: payments they made with their own money for a company, which the company owes them back. It writes nothing. It returns the notes this workspace holds (a company workspace) and the notes whose payment sits in this workspace (the person's own workspace), the 50 newest by `expense_date`. Each note carries the company workspace that owes it (`company_workspace_id`, `company_workspace_name`), the person's payment (`source_workspace_id`, `transaction_id`), the receipt when one is on file (`invoice_id`), `amount` as a decimal string in major units of `currency` (a magnitude, never signed), `expense_date` (YYYY-MM-DD) and `description`. A note says nothing about whether the company paid it back. To know, read the person's incoming bank movements in `source_workspace_id`: money of the same amount and currency, dated on or after `expense_date`. An empty list means the person recorded no note here, not that nothing is owed. **`success: false` means the read failed**, for example when the call names no person (an API key). Never say the person has no expense note then. When the token authorizes one workspace, call this directly — no workspace call is needed first. When it authorizes several, this read will not guess which one you mean: pass `workspace_id` on the call.