well_update_project_allocations

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

Set the project split of a journal entry's revenue and expense lines: every selected line carries the same split, and the percents of one line add up to exactly 100. Use this to allocate revenue or expense to projects (cost centers, campaigns, deals) once the entry exists. Obtain the journal_entry_id with well_query_records on the journal_entries view, whose primary key is journal_entry_id, or from the entry the person names. Read the projects first with well_list_projects. REQUIRED: journal_entry_id, splits. OPTIONAL: journal_entry_line_ids — the live lines to split; absent, every live revenue and expense line of the entry takes the split. Each split names a live project_id of this workspace and that project's percent of the line, above 0 and at most 100, with at most four decimals. On a draft entry the split rides the lines until validation; on an already posted entry it writes the allocation rows at once. A second call with the same split writes nothing. A line that is not a live revenue or expense line, or an entry with none of them, is refused and nothing is written. A person confirms the split on a card before anything is written. Returns { success: true, allocation: { entry_id, lines_changed, rows_written } } on success, or { success: false, error } on failure.