well_create_workspace_invoice_design

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

Make a built invoice template the workspace's own invoice design, after the user kept it. Call well_get_workspace_invoice_design_offer first, with the same document_id, and show the user what it returns: the legal mentions text, whether a logo was cut from the invoice, and the company that issued the invoice, named in words. When that company is not the workspace's own, say so. Call this tool only after the user saw the template beside the invoice it was built from, saw that list, and said to keep it. Ask the user, for each of the two, whether to keep it or remove it, and pass the answer: keep_logo and keep_legal_mentions are required and have no default. Never pass true for a logo or a text the user did not keep. Pass the issuer_relation and the offer_token that the read returned: a keep made on a different reading or a different offer is refused. Pass the template's document_id. The keep approves the template, so from then on every new invoice drafted in this workspace opens on this design and prints with it, except for a customer that keeps a design of its own; the result names those customers so you can offer to switch them. One draft can still take another design, and an issued invoice never changes. Keeping again replaces the workspace's design with the new one. Only a workspace owner or admin can keep a design. A kept legal mentions text is saved as a note of the workspace, unless the template prints none of it: then no note is saved and legal_mentions_note_id is null, so tell the user the mentions were not kept. A removed logo or text is left out of every invoice printed with the design. When the template still prints the removed mentions in a form that cannot be found line by line, the keep is refused: ask for a revision that removes them (well_create_invoice_template_revision), then keep that revision.