well_list_missing_invoice_owners

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

List the settled expense TRANSACTIONS a past period is still missing a supplier invoice for, one row per line, each with its current owner SET. Use it for "who owes the missing invoices?" and as the input to well_assign_missing_invoice_owners. Each row reports its TRANSACTION owner SET. An empty `owners` set means no transaction owner set was found; it does not prove that no card rule or other legacy owner exists. The `bucket` is `no_owner_set`, `assigned_to_me`, or `assigned_to_others`, computed from that set against the calling person. This lists the SAME missing invoices well_list_missing_invoices shows, but flattened to lines you can assign; there is no per-card grouping and no `scope: "card"`. Name the period ONE way: `{ calendar_year, calendar_month }`, `{ fiscal_year, fiscal_period }`, or `periods: [...]` for several months (1-12) — or name NO period to use the months selected on the period card this session. Every month must have ended. Each row carries `transaction_id` (pass it to well_assign_missing_invoice_owners), `date`, `description`, `counterparty` (name, id, and logo when a provider was matched), `amount`, `currency`, and `base_amount`. Rows with no owner set come first, then the caller's own, then those owned only by others; `no_owner_set_count`, `assigned_to_me_count`, and `assigned_to_others_count` summarize the split over the returned rows. The rows per counterparty are a BOUNDED sample (`sampled: true`), so `row_count` may be fewer than `transaction_count` — the window's true total — and `transactions_omitted` is the difference. Use it to assign owners, not to count a period's total gaps; well_list_missing_invoices carries the full per-counterparty totals. This tool reads the user's data and changes none of it. When the token authorizes one workspace, call this directly — no other tool call is needed first. When it authorizes several, this read will not guess which one you mean: pass `workspace_id` on the call.