well_create_custom_column

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

Create a new custom column on the current view in the workspace. Use this tool when the user asks to add, create, or set up a new column on the active grid (e.g. "add an Industry column", "create an AI column that scores risk"). REQUIRED: name, type - type: one of text, number, amount, single_select, multi_select, ai OPTIONAL: icon, rules_config, formula_config, format_config On a grid, the column is always created on the user's currently mounted view: you do not (and cannot) choose a different one, and you do not ask which view. With no grid (an assistant app, or a creation off-grid), pass `root`: the view the user named, one of companies, people, invoices, transactions, account_balances. If the user named no view, ask which one before calling. Naming: `name` must be unique within the current view. If a name conflict is likely, ask the user to disambiguate before calling rather than retrying after a failure response. Position: the new column is auto-placed at the end of the view. You cannot set position via this tool. Side effect: creating a column on a populated view automatically schedules an asynchronous recompute of all rows. You will not receive a tracking handle — values appear in the grid as workers finish. Returns { success: true, custom_column_id, name } on success, or { success: false, error } on failure.