well_get_cash_position

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

Get the workspace's current cash position: total cash on hand right now, converted to the workspace base currency, plus a per-account breakdown — the exact same computation and numbers the Well app's canvas KPI card shows. Use this instead of summing account balances yourself. Returns `amount`/`currency` (the converted total), `accounts` (per-account contributions: native amount/currency, converted amount, the FX rate applied), `as_of` (the FX-rate anchor date this snapshot is valid for), and `balance_history` when the workspace has one. `balance_history` is the trailing closed month-ends plus today, oldest first. Month-end is the only historical granularity that exists, so describe movement between months, never within one, and never as a daily series. A `null` amount is a month no connected account covered — not a zero balance. The field is absent when there is no reconstructed history, so make a trend claim only when it is present. `unavailable: true` means `amount` is a placeholder, not a real measurement (e.g. no accounts connected yet) — say so plainly rather than presenting it as a real €0 balance. `partial: true` means one or more accounts were excluded from an otherwise real total (e.g. missing FX rate) — mention the exclusion count and any `hints` rather than presenting the number as unconditionally complete. Everything here is backward-looking — no burn rate or runway is implied. Call `well_get_runway` instead for a forward-looking figure. 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).