well_assign_account

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

Attach a bank account to a company, and say whether the workspace owns it. Use this when an account carries no company, or when its ownership is still `unknown` — the two states a figure that walks account ownership cannot be computed over. REQUIRED: account_id, plus at least one of company_id or ownership. `ownership` is one of: - "workspace" — the business's own account - "counterparty" — someone else's, seen on an invoice or a payment - "unknown" — not yet classified **This changes figures, not just a label.** An account marked "workspace" puts its transactions inside the internal-transfer rule: a movement with both legs on owned accounts stops counting as money leaving the business. Marking a counterparty's account as the workspace's own therefore removes real spend from the burn, quietly and consistently, with no error anywhere. So do not guess it. An account's owner cannot be read off its name, its bank, or the company that appears most often beside it. Ask, or leave it `unknown` — "not yet classified" is a truthful state and a wrong classification is not. `company_id` must name a company in the SAME workspace as the account; a company from another workspace is refused rather than resolved. Pass `company_id: null` to detach. Returns { success: true, account_id, ownership, company_id } on success.