Company profile
Whether you are prepping for a customer call or checking a vendor before paying them, the skill pulls together everything Well knows about that company: who they are, how to reach them, and your full invoice history in both directions, into a single answer.
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Required data in Well
The skill checks this first. If something is missing it tells you what to connect instead of returning an empty answer.
Add it to your assistant
Skills work in any assistant that speaks MCP: Claude, Codex, Cursor, and others. One command from skills.sh adds every skill, including Company profile. You sign in the first time a skill needs your data.
npx skills add wellapp-ai/skillsMore skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway calculator
Know exactly how many months and days of cash you have left.
Cash position
Know exactly how much cash you have, right now.
Cash balance trend
See whether your cash is going up or down, as a real history.
Expense breakdown
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they've been sitting on it.
Bills due
See exactly what's coming due, in what order, and how much cash it adds up to.
Frequently asked questions
What if a company is both customer and vendor?
The view shows both directions separately, so you can see what they owe you and what you owe them without the two netting into one confusing number.
What if contact details are missing?
The skill says which details are not on file rather than leaving a blank that reads as if there is nothing to find.
Does it need my own company set?
Not strictly. Without it you still get the invoice totals in both directions, it just cannot label the company as customer or vendor for you.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.