well_create_invoice_document

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

Render an existing invoice as a print-ready PDF and attach it as the invoice's source document. The letterhead carries the issuing company's own mark when Well has one on file, and otherwise sets the issuer's name as text. Never promise a logo. Use this tool when the user asks to generate, render, or attach a PDF for an invoice that already exists in the workspace. This does NOT email or send the invoice anywhere — it only creates and attaches the file. REQUIRED: invoice_id (the invoice must already exist) Refused if the invoice is already linked to a REAL ingested document (an upload, a connector import, or a provider-issued PDF) — that source of truth is never overwritten. Returns { success: true, invoice_id, document_id, reference_number, file } on success, or { success: false, error } on failure. `file` carries the rendered PDF's name and size plus the links to fetch it: `download_url` (saves the file), `signed_url` (opens it), and `app_url` (the document in Well). Hand the user `download_url` when they ask for the PDF itself. Both signed links stop working at `expires_at`; `app_url` does not.