Connect your accounting | Well skills
Connect your accounting
One step, one tool. The card shows Well's accounting catalog, says whether yours is connected, still on its first sync, or in error, and hands you Well's one-click link for the rest. The close is never blocked on it, so the step stays skippable.
npx skills add wellapp-ai/skills --skill connect-accounting
Is my accounting connected?
Pennylane is connected and still on its first sync, so no ledger data has landed yet.
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 accounting connected?
Confirm the MCP server is configured
Confirm the workspace Skill used define-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces
Maxime Champoux
Well App Inc.
Default workspace
- Read the accounting state — one scoped call, accounting only
Connect a tool
Pick a tool to connect it to Well.
Available tools
Qonto
Mercury
QuickBooks
Xero
Chronograph
Daloopa
iBanFirst
Moody's
Morningstar
MSCI
MT Newswires
Pennylane
PitchBook Premium
Plaid
S&P Global
Wise
1 selected
Connect
State the accounting side once, then end the turn on the card
Resolve the next message after the card
Hand off
You get
Pennylane is connected and still on its first sync, so no ledger data has landed yet. QuickBooks, Xero and Sage are in the catalog if you use one of those instead. A close is richer with accounting and never blocked on it, so you can skip this step.
Frequently asked questions
Which accounting tools does it cover?
Well's own accounting catalog, Pennylane, QuickBooks, Xero and Sage among them. Search by name for a tool the default view does not show.
Can I pick more than one?
No. The accounting card is pick-one, because a workspace keeps one ledger.
Does the close stop without it?
No. Accounting makes a close richer, never mandatory, so you can skip this step and carry on.
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.