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_render_runway, well_list_account_balances, 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
Sixty skills. Forty-four answer a question you would actually ask, and sixteen are the setup steps those invoke to get what they need. Twelve of the sixty write rather than read, and every one of them shows you what it is about to do and waits for your confirmation first.
- Runway
- Cash position
- Cost structure
- Receivables aging
- Bills due
- Rank clients by LTV
- FX exposure
- Company profile
- Payment and invoice lookup
- Missing receipts
- Draft invoice
- Burn rate
- Recurring revenue
- Cash forecast
- Cash flow bridge
- Missing supplier invoices
- Assign missing invoices
- Missing invoice sweep
- Invoice fetching agents
- Close the books
- Repost the journals
- Pick the workspace
- Invite teammates
- Check your connections
- Connect your bank
- Connect your accounting
- Pick the period
- Categorize your suppliers
- Confirm your company
- Accounting settings
- Bring a connector across
- Convert currencies
- Signing back
- What's next
- Payables aging
- Board pack
- Chart of accounts
- Customer invoicing identity
- Payroll cost by month
- Revenue by customer
- Supplier spend register
- Tax id chase
- Prefill Form 1120
- Prefill Form 1099-NEC
- Unposted and blocked
- Import a statement
- First employer setup
- Declare a new hire
- Employer cost
- Founder's own pay
- Payroll due dates
- Check a payslip
- Reconcile the payroll month
- Reconcile hours to payslip
- Check the working time record
- Check expense taxability
- Check contractor status
- Contractor year end statements
- Payroll year end pack
- Prepare exit pack
Each one has its own page with the question it answers, the answer it returns, and the connectors it needs. wellapp.ai/skills lists the questions you can ask, grouped by subject.
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.