Query bank transactions and invoices, manage financial contacts directly from your LLM.
Well transforms your AI assistant into a comprehensive financial insight and automation system, an AI-powered finance agent that connects multiple banking APIs, categorizes expenses, and generates real-time financial insights.
Perfect for SMB founders and finance teams who want to eliminate manual bookkeeping & customize FP&A and investor reporting.
Access live banking data, automate invoice workflows, and get intelligent financial analysis without switching between multiple tools.
Overview
Well MCP Server
Connect your AI assistant to your financial data. Query invoices, bank transactions, manage companies and contacts directly from your LLM.
Features
- Query Financial Data - Search invoices, bank transactions, companies, contacts with natural language
- Bank Integration - Access live banking data and transaction history
- Create Records - Add companies and contacts through conversation
- Build Dashboards - Generate React dashboards with your real data
- Real-time Access - Live data from your Well workspace
Available Tools
| Tool | Description |
|---|---|
well_get_schema | Discover available data types and fields |
well_query_records | Query invoices, bank transactions, companies, people, documents |
well_create_company | Create a new company |
well_create_person | Create a new contact |
Setup
- Add the server config to your MCP client
- OAuth flow will open in browser
- Login with your Well account
- Start querying your data
Example Prompts
- "Show me all unpaid invoices over 1000 EUR"
- "What are my bank transactions from last month?"
- "Create a company named Acme Corp"
- "Build a financial dashboard with my invoice and bank data"
Links
Server Config
{
"mcpServers": {
"well": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://api.wellapp.ai/v1/mcp"
]
}
}
}