well_render_cash_position

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

Put a cash position YOU computed onto the cash card. **This tool measures nothing.** It takes the figure and its method as input and returns them for rendering. Call it only after you have totalled the balances yourself and can state every field below from your own work — never to "get" a cash position. The server derives no cash figure of its own here, which is why every field below is required: the policy behind a number is the only thing that makes it checkable. REQUIRED, because a figure whose method is not stated cannot be checked: - `amount` and `currency` — the consolidated total. NEGATIVE is legal: an overdrawn workspace has negative cash, and this tool renders it rather than refusing it. - `as_of` — the moment the reading is valid for - `accounts` — every account that CONTRIBUTED, each with its native amount and currency, the converted amount, and the rate applied (`null` when it was already in `currency`). Carry `institution_name` and `masked_account_number` through from the balances read as well: the card names the bank and the suffix from them, and a row without them shows an internal id. - `scope` — the account types you counted as cash, and whether you counted an account whose ownership is unsettled - `excluded` — what fell out, in four named groups: not owned, out-of-scope type, no readable balance, no FX rate. One merged count hides the difference between a rule the reader chose and a defect in the data. - `partial` — whether the read behind the figure was cut short REFUSED rather than rendered, each because the caller's own figures disagree with each other: - a total that is not the sum of the contributions listed — totalling a different set than you disclose publishes a figure nobody can audit - a converted amount that does not follow from its native amount and stated rate - an account already in `currency` that carries a rate other than one, or whose converted amount differs from its native one - an account in another currency that states no rate - the same account contributing twice - a non-zero total with no contributing accounts - an `as_of` in the future - a `scope.account_types` naming nothing - a `balance_history` that repeats a month or runs out of order - a currency outside ISO-4217 — checked against the catalog, not its shape OPTIONAL: - `balance_history` — trailing closed month ends, oldest first. A `null` amount is a month no stored row covered; send it as a gap rather than dropping it or sending a zero, and never interpolate between two real points. 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.