well_get_cost_structure

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

Get the workspace's cost structure: outflow for the latest closed month, broken down by category — the exact same computation and numbers the Well app's canvas cost-structure donut chart shows. Use this instead of summing/grouping transactions yourself. Returns `entries` (an array of `{ category, amount, pct }`, sorted by amount descending) and `currency` (the workspace base currency). `amount` is a magnitude (outflow), not signed. `rung` names which grouping actually produced these categories — "ledger_account" (the workspace's own chart of accounts), "category_normalized" (Well's auto-categorization), "transaction_type" (a technical fallback bucket), or "uncategorised" (no rung qualified — either nothing covered the month, or a rung had the coverage but too few labelled rows). State it when you present the breakdown so the user knows whether they're looking at their own ledger's categories or Well's. If `hints` are present (e.g. a coverage caveat about uncategorized spend), disclose them rather than presenting the breakdown as unconditionally complete. Call this directly — no other tool call is needed first (workspace is resolved from the caller's authorized token, same as every other well_* tool).