well_show_workspace_picker

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

Ask the user WHICH workspace to work in, on a card: one tile per authorized workspace, with its logo and the company behind it. ⚠️ ONLY when the token authorizes SEVERAL workspaces and no hint resolves to one. Every other case is yours to settle with `well_list_workspaces`, which draws nothing: exactly one workspace in the grant, a name or company the user already named, a pin this conversation itself wrote, or no workspace at all. A chooser over a set of one asks nothing, and a chooser you could have answered yourself asks the reader a question you already know the answer to. ⚠️ WAIT ON THE CARD IN THE TURN THAT DREW IT. Write your one line for the user FIRST — the wait holds the turn open for up to a minute, and a user looking at a card with no sentence beside it has been given no reason to click — then call `well_wait_for_selection({ kind: "workspace" })`, which this result's `next_step` also states. The click writes the pin server-side, so never follow it with `well_switch_workspace`. ⚠️ NEVER DEFAULT TO THE PRIMARY WORKSPACE on the user's behalf, and do not restate the workspaces in text under the card. ⚠️ WRITE `reply` IN THE USER'S LANGUAGE, WITH `{picked}` WHERE THE WORKSPACE NAME BELONGS. A click sends that sentence into the conversation as the person's own message, and the card puts the workspace they actually picked in place of the placeholder. A sentence left unwritten sends English to a reader who is not writing in English; a sentence that names a workspace itself is refused, because you are writing it before they have chosen. Use this FIRST when a single token may cover more than one workspace. Each entry has: - workspace_id: pass this as the workspace_id argument on other tools to target one workspace. - workspace_name: human-readable name (null if it can't be resolved). - is_primary: true for the token's default workspace (used when you omit workspace_id on a write). - own_company_id: the public id of the company this workspace is anchored to, or null. A row that carries it is a company workspace: the close flow runs in one. A row without it is a membership workspace, the container a sign-up mints. - lineage_parent_workspace_id: the workspace_id of the membership this workspace was created under, or null when the workspace has no active lineage. A membership workspace (no own_company_id) whose id appears here on other rows is the parent of those company workspaces. - identity: the company behind the workspace (registered name, trade name, registry number, country, website, currency, fiscal year start, where the fiscal year start came from, and the jurisdiction's default fiscal year start), so two similarly-named workspaces can be told apart. Every field is null when the workspace has no accounting settings yet. Tax identifiers are deliberately not included. - has_bank_transactions: whether a connector the workspace BANKS with has delivered any transaction to it, meaning a bank, a neobank, or a treasury or spend platform whose product is an account. An accounting platform and a payment processor deliver transactions too and do NOT count here. Neither does a transaction whose source connector is unknown, whose install has since been disconnected, or whose catalog entry has been retired. Only `true` shows that a bank has fed this workspace: `false` means no such transaction was found and `null` means the signal could not be read, so an absent value is never a zero and neither value licenses skipping a bank-connection step. Read this before any month read when the flow needs to know whether the workspace banks with anything at all. The result also carries `session` — what the user's card clicks have already recorded this session: `pinned_workspace_id` (null when not switched), `workspace_queue` (the workspaces to work through next, empty when none), `selected_periods` (the months picked on the period card, empty when none), and `selected_counterparties` (the counterparties picked on the missing-invoices card, with the workspace their company ids belong to; null when none was picked). Call this any time you need to resync with clicks you may have missed. When the token authorizes a single workspace you can omit workspace_id everywhere; when it authorizes several, read tools fan out across all of them unless you pass a workspace_id, and write tools require one.