well_upsert_accounting_settings

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

Set the workspace's accounting configuration: fiscal year start month, first fiscal year start date, country, base currency, accounting framework, and chart-of-accounts confirmation. Provide only the fields you are changing; omitted fields are left untouched. An empty call (no fields) is refused. Only a workspace owner or admin may set the accounting configuration. A caller without that role is refused, not silently ignored. Changing the fiscal year start month moves the whole fiscal calendar, so it is REFUSED when a period is locked or a close is in progress — the tool surfaces that refusal rather than forcing it. When the change is allowed, it soft-deletes the workspace's regenerable DRAFT journal entries so they re-mint on the new coordinates; VALIDATED and LOCKED entries are never touched. These are accounting-critical values. Confirm each one with the user before calling and never guess them — do not infer a country, currency, framework, or start month the user did not state. This tool does NOT set the workspace's legal identity (registered name, trade name, tax id, domain): that is owned by well_set_own_company. Use that tool for identity, this one for accounting configuration.