well_assign_missing_invoice_owners

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

Set the owner SET of the missing-invoice TRANSACTIONS you name — the only write for missing-invoice ownership. REQUIRED: transaction_ids — the settled lines still missing a supplier invoice, from well_list_missing_invoice_owners. owner_person_ids — the people who together owe those invoices; pass an EMPTY array to clear the owners. Ownership is per TRANSACTION and is a SET, not one owner and not a card rule. The write REPLACES the owner set on every named transaction: the people you send become its owners and anyone not sent is removed. Assigning several people to a (counterparty × month) gap creates ONE proof task per distinct person, and ONE supplier invoice resolves every owner's task for that gap — the fan-out is for accountability, not for N separate collections. Tell the user this plainly. Each person_id must already be a member of the workspace (get them with well_query_records on people). A person outside the workspace is refused (refusal_reason NOT_FOUND), not silently dropped. Closed periods are frozen: a transaction whose fiscal month already closed refuses the whole batch (refusal_reason CLOSE_OWNER_PERIOD_FROZEN) rather than rewriting a committed close. A transaction id the workspace does not own refuses the batch too (refusal_reason NOT_FOUND).