Introduction
Ready-made playbooks that let your assistant answer from your Well data
What a skill is
A skill is a playbook your AI assistant follows to answer one question from your connected business data. It checks what the workspace has connected, calls the Well MCP tools it needs, computes the answer, and shows the working. When something it depends on is missing, it says so instead of guessing.
Skills are authored in the open at WellApp-ai/skills, one directory per skill.
How skills relate to the Well MCP server
The MCP server is the connection. It hands your assistant tools such as well_get_runway, well_get_cash_position, and well_query_records, but it does not decide how to use them.
A skill is the instruction layer above those tools. It knows which ones to call for one question, in what order, what the workspace needs connected for the answer to hold, and how to present the result. Connect the MCP server once, then add the skills that match the questions you ask.
What ships today
Twelve skills, eleven of which only read. Draft invoice is the one that writes, and it creates nothing in Well until you confirm.
- Runway calculator
- Cash position
- Cash balance trend
- Expense breakdown
- Receivables aging
- Bills due
- Rank clients by LTV
- FX exposure
- Company profile
- Payment and invoice lookup
- Missing receipts
- Draft invoice
Each one has its own page with the question it answers, the answer it returns, and the connectors it needs. Browse them at wellapp.ai/skills.
Add them to your assistant
One command from skills.sh adds every skill.
npx skills add wellapp-ai/skillsSkills work in any assistant that speaks MCP, including Claude, Codex, and Cursor. You sign in the first time a skill needs your data.