well_link_receipt_to_transaction

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

Attach a stored receipt to the payment the member picked from `well_list_receipt_candidates`. Well records the pick as a confirmed match, decided by a person, and puts the receipt on that payment. A later automatic match never replaces it. Call it only after the member answered the numbered list with the number of a payment, with the `document_id` of that list and the picked payment's `transaction_id`. The member's answer is the consent: do not ask again. Never call it on your own guess, and never for the last choice (none of them). Read `outcome`: - `linked`: confirm in one line with the payment's date, payee (`transaction.label`) and amount (for example « Reçu rattaché au paiement du 03/10 (Le Comptoir, 42,50 €). »). `transaction.amount` is signed: an outflow is negative. Say it without the minus sign. - `already_linked`: the receipt was already on this payment; say so. - `ask_document_kind`: Well read no receipt or invoice in this document; ask what it is (a receipt, a supplier invoice, or something else). - `refused`: nothing was written. `reason` says why: `transaction_not_found` (no such payment here), `transaction_has_other_document` (that payment already holds another document, which Well never replaces), `over_allocated` (the receipt or the payment is already settled), `invalid` (Well cannot match this pair), `settled_by_other_invoice` (another invoice already settles that payment), `wrong_direction` (that payment moves the wrong way for this receipt), `not_offered` (that payment is not one the list offers for this receipt now: offer the list again), `receipt_linked_elsewhere` (the receipt already sits on another payment: say it is already attached to a payment, and do not offer the list again), `document_not_read` (Well is still reading the document: say you will try again in a moment). Tell the member in one line. Offer the list again for every reason except `receipt_linked_elsewhere` and `document_not_read`. It writes only inside Well.