Connect your bank
Get the bank feed in, and confirm it is really live.
npx skills add wellapp-ai/skills --skill connect-bank
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Is my bank connected?
- Confirm the MCP server is configured
- Confirm the workspace
- Read the bank state — one scoped call, banks only
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - State the bank once, then wait on the card in the same turn
- Resolve the next message after the card
- Hand off
- You get
Two feeds are live: Qonto with 2 EUR accounts and Mercury with 2 USD accounts, both syncing through 12 Jun. HSBC is available to add. Every cash answer is built on these feeds, so a missing one shows up as a missing balance.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Frequently asked questions
How is this different from checking all tools?
This is the bank-only step, with per-account detail. The broader check covers accounting and invoicing as well.
Why are my transactions missing?
Usually a feed that is still on its first sync or one whose access expired. The skill names which, rather than leaving you to guess.
Can it force a re-sync?
No. It reports the state and gets a missing feed connected. Forcing a sync is done in Well.
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.