well_get_project_margin

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

Read the revenue, expense and margin of one workspace project. The result is one row per accounting currency, with revenue and expense taken from the project's actual allocation rows on posted (VALIDATED or LOCKED) journal lines. Revenue counts positive on credit revenue lines and negative on debit revenue lines; expense counts positive on debit expense lines and negative on credit expense lines. A project with no allocations, a deleted project, or a project of another workspace returns an empty margins list. Use it to answer "what is the margin on Acme?" after project allocations have been written. 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.