Connect your bank

The bank is the one connection most answers cannot do without. The skill reads which banks are live, which are still on their first sync, and which have expired, then hands you Well's one-click link for the rest.

npx skills add wellapp-ai/skills --skill connect-bank

Is my bank connected?

Two feeds are live: Qonto with 2 EUR accounts and Mercury with 2 USD accounts.

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.

1. You ask

   Is my bank connected?

2. Confirm the MCP server is configured

3. Confirm the workspaceSkill used define-workspace

Workspaces

Pick the workspaces to work in.

Your workspaces

Maxime Champoux

Well App Inc.

Default workspace

4. Read the bank state — one scoped call, banks 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

5. State the bank once, then end the turn on the card

6. Resolve the next message after the card

7. Hand off

8. 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.

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.