well_list_subscription_rows

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

Read the active typed subscription rows on one side of this workspace's own company. Use side=sold for subscriptions the workspace sells to clients, or side=buy for subscriptions it buys from suppliers. This read applies the server's exact monthly amount rule, keeps currencies separate, and does not convert them. Rows with an exclusion_reason stay out of clients, suppliers and totals; excluded counts rows by reason, and each row carries needs_review when it has an exclusion_reason. A read is capped at 500 subscriptions, and rows_truncated says when more exist. Sold rows include up to 12 newest live linked invoices per subscription, each invoice's effective lifecycle status_code, payment_status, paid_amount, balance_due, last_payment_allocation_date and whether a confirmed bank allocation exists, their total count, the workspace's unresolved-customer park count, up to five distinct sorted Pennylane customer labels with a count of additional labels, a review_summary that keeps excluded typed rows and unresolved source subscriptions separate, and Pennylane's last successful sync and latest completed sync status. Labels are trimmed and omit provider rows with no readable name. **Every workspace of the person.** With `workspaces: "all_my_workspaces"` — on every call on WhatsApp, and elsewhere when the person asks across all their workspaces — the read also reads each other real workspace the person may read, at most 10 of them, found from the person and never named in the call. `other_workspaces` then holds each one's own subscriptions, suppliers, totals, excluded counts and review_summary, and `other_workspaces_skipped` counts the ones past that limit, so every combined figure covers the workspaces read only. `all_workspaces_totals` gives, per currency, the combined monthly total across every workspace read, this one included; `all_workspaces_suppliers` ranks the bought rows across them, each line named by its `workspace_id`; `workspace_order.workspace_ids` lists the workspace blocks largest first. 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.