Skip to main content
Glama

Create the company workspace

well_create_company_workspace
Idempotent

Create the company workspace from a candidate, the step that turns a picked company into a workspace the close runs in. This anchors the candidate's company as the new workspace's own company and links it to the membership it was created under.

REQUIRED: candidate_id — from well_create_company_candidate. This mints the child workspace, projects its accounting settings from the country defaults, anchors its own company, and writes the lineage row, so well_switch_workspace can move into it in the same conversation. Idempotent: calling it again on the same candidate returns the same child, with already_anchored true.

OPTIONAL, the person's two answers: bring_company_data (true brings the company's history into its workspace: its documents, tasks, transactions and accounts) and move_connectors (true moves the person's bank and accounting connections into the company workspace). Before calling, confirm the company with the person and ask both questions: bring its history (default yes) and move the bank and accounting connections (the card shows it on by default). When the company and the person's source workspace hold nothing to bring or move, ask neither and pass both answers as false: the mint then brings nothing and moves nothing. Pass each answer as true or false exactly as the person gave it, and ask again when an answer is unclear. Omitting move_connectors records "do not move": the connections move only when the person says yes, through the card or in the chat. A caller that omits bring_company_data keeps the older meaning, true, and the mint accepts that only when the company holds nothing to bring (every preview count zero and none capped); otherwise the mint refuses the omitted answer. The skills pass false explicitly instead of omitting it.

After a successful mint, history reports the stored history choice and preview counts, and connector_move reports the stored connector-move state. Tell the person with these sentences only, translated when they write in another language, and never write a field name, a state or refusal literal, an id or a unit count. history.brought false: "The company's earlier items stay where they are, and nothing was brought into the new workspace." true with counts null: "The company's earlier documents, tasks, transactions and accounts are being linked to the new workspace." true with counts: "N documents, N tasks, N transactions and N accounts will be linked to the new workspace." (more than N when capped; "are linked" only when adoption_status is complete). connector_move.state armed: "Your bank and accounting connections are being moved to the new workspace, and this takes a while." nothing_to_move: "There are no bank or accounting connections to move." pending: "The move of your bank and accounting connections is being set up." refused, whatever the refusal: "Your bank and accounting connections stay where they are, because Well could not move them." not_requested or null: no sentence. trial set: add one clause to the line that confirms the company workspace, "and its N-day Business plan trial starts today" with N from trial.days, and say nothing else about the trial or the plan. trial null: say nothing about a trial or a plan.

OPTIONAL: existing_workspace_id — when well_get_own_company returned it on the candidate, the person already has a workspace for that company. Pass the id and this call attaches that workspace under this one instead of minting a duplicate: with relation child it already sits under this workspace, with relation top_level it is linked under it. The two answers still apply: the stored choice keeps or brings the history, and the move runs after the call, never before it. Never invent or reuse an id the read did not return; a candidate that carries none mints as before, and one whose offer is stale is refused rather than duplicated.

Only a workspace owner or admin may create the company workspace. A caller without that role is refused, not silently ignored. Confirm the company with the user before calling.

Input Schema

NameRequiredDescriptionDefault
candidate_idYesThe candidate id returned by well_create_company_candidate.
workspace_idNoTarget workspace. Omit when the token authorizes one workspace. Required when it authorizes several — a write lands in exactly one workspace and this call would not say which.
conversation_idNoThe conversation id returned by the previous Well result, in its meta under well/conversation_id, in its structuredContent, or in its JSON text block. Pass it back on every call in the same conversation, including a call a card makes, so the chosen workspace and the earlier answers still apply. It decides the conversation on its own: nothing the host states about the session replaces it. Omit it only on the first call of a conversation.
idempotency_keyNoOptional client-supplied key. A retried write with the same key returns the original result instead of re-applying the operation.
move_connectorsNoThe person's answer to: move your bank and accounting connections into the company workspace? true moves them, false keeps them where they are. Ask first, unless the company and the source workspace hold nothing to move: then omit it. Omitting records false: nothing moves unless the person opted in.
workspace_scopeNoRestrict this call to the family: the token's primary workspace plus the company workspaces under it that you are a member of. Unrelated authorized workspaces drop out of the read; row reads merge across the family, while a per-workspace figure still reports exactly one workspace.
bring_company_dataNoThe person's answer to: bring the company's history into its workspace (documents, tasks, transactions and accounts)? true brings it, false leaves it. When the company holds nothing to bring (every preview count zero and none capped), pass false. An omitted answer means true and is accepted only in that case; otherwise it is refused, so ask the person first.
existing_workspace_idNoThe existing workspace's id when well_get_own_company returned one on this candidate: the person already has a workspace for that company, and passing the id attaches it under this one instead of minting a duplicate. Never pass an id the read did not return; leave it out for any candidate that carries none.

Output Schema

NameRequiredDescriptionDefault
nameNoThe company workspace's name, derived from the candidate.
errorNo
trialNoThe Business plan trial the new company workspace started in Stripe, for a person on the Personal plan; null when no trial started or the person is on another plan.
reasonNoWhy the candidate cannot be confirmed, on a refusal. Do not write this literal to the person.
historyNoThe stored history choice and the pre-mint counts of items that will be linked.
successYes
next_stepNoWhat to do instead of repeating this call, on a refusal. Follow it; do not retry the same candidate.
workspace_idNoThe created (or existing) company workspace's id.
connector_moveNoThe stored connector-move intent and its derived state; only armed means connections are moving.
own_company_idNoThe public id of the company anchored as the workspace's own.
conversation_idNoThe conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.
newly_connectedNoTools that connected to this workspace since the last result and that no session was told about yet, oldest first. Present only when at least one tool is new. The connected-line rule says when to tell an entry; when it does, one line per entry, in the person's language: "<name> is connected.". Never fold several entries into one sentence. Each entry comes back once, on one result only: never repeat its line later.
already_anchoredNoTrue when this call did not mint a fresh workspace: the candidate had already minted its child (a converged replay) or resolved to a company already anchored on the caller. The same child is returned either way.
conversation_id_noteNoPresent only when the server opened a fresh lane, stating that no choice recorded earlier was read.
conversation_id_sourceNoWhere the conversation id came from: the host's own request meta, the caller's argument, or a fresh lane the server opened.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • changedOutput schema / properties / connector_move / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "armed": {
      -        "type": "boolean"
      -      },
      -      "country_mismatch": {
      -        "type": "boolean"
      -      },
      -      "refusal": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "move_not_available",
      -              "requester_unknown",
      -              "own_company_missing",
      -              "movable_set_over_cap",
      -              "no_lineage",
      -              "no_child_owner",
      -              "no_parent_admin"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "refusals": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "count": {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            "refusal": {
      -              "enum": [
      -                "not_ledger_class",
      -                "is_borrow",
      -                "not_authorized",
      -                "source_not_marked",
      -                "holder_unknown",
      -                "target_not_company",
      -                "third_target_present",
      -                "already_moving",
      -                "connector_deleted",
      -                "target_deleted",
      -                "validated_books_present",
      -                "issued_invoice_present",
      -                "party_not_member",
      -                "identity_claim_collision",
      -                "held_row_without_grant",
      -                "borrow_rows_in_target",
      -                "chart_shared_with_unmoved_row",
      -                "payslip_contract_stays",
      -                "transaction_tag_stays",
      -                "note_tag_stays",
      -                "expense_payer_stays",
      -                "shared_expense_stays",
      -                "inventory_location_stays",
      -                "pipeline_move_unsupported",
      -                "activity_link_stays",
      -                "api_key_stays",
      -                "collect_document_run_stays",
      -                "document_media_stays",
      -                "product_media_stays",
      -                "project_media_stays",
      -                "invoice_item_media_stays",
      -                "invoice_transaction_rate_stays",
      -                "invoice_rate_stays",
      -                "payment_card_stays",
      -                "payment_check_stays",
      -                "payslip_rate_stays",
      -                "shipment_location_stays",
      -                "collect_task_run_stays",
      -                "invoice_item_media_link_stays",
      -                "note_memory_stays",
      -                "note_tone_profile_stays",
      -                "document_share_open_stays",
      -                "note_meeting_link_stays",
      -                "meeting_note_link_stays",
      -                "product_master_link_stays"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "refusal",
      -            "count"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "requested": {
      -        "type": [
      -          "boolean",
      -          "null"
      -        ]
      -      },
      -      "state": {
      -        "enum": [
      -          "not_requested",
      -          "pending",
      -          "armed",
      -          "nothing_to_move",
      -          "refused"
      -        ],
      -        "type": "string"
      -      },
      -      "units": {
      -        "maximum": 9007199254740991,
      -        "minimum": 0,
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "requested",
      -      "state",
      -      "armed",
      -      "units",
      -      "refusals",
      -      "refusal",
      -      "country_mismatch"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "armed": {
      +        "type": "boolean"
      +      },
      +      "country_mismatch": {
      +        "type": "boolean"
      +      },
      +      "refusal": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "move_not_available",
      +              "requester_unknown",
      +              "own_company_missing",
      +              "movable_set_over_cap",
      +              "no_lineage",
      +              "no_child_owner",
      +              "no_parent_admin"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "refusals": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "count": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "refusal": {
      +              "enum": [
      +                "not_ledger_class",
      +                "is_borrow",
      +                "not_authorized",
      +                "source_not_marked",
      +                "holder_unknown",
      +                "target_not_company",
      +                "third_target_present",
      +                "already_moving",
      +                "connector_deleted",
      +                "target_deleted",
      +                "validated_books_present",
      +                "issued_invoice_present",
      +                "party_not_member",
      +                "identity_claim_collision",
      +                "held_row_without_grant",
      +                "borrow_rows_in_target",
      +                "chart_shared_with_unmoved_row",
      +                "payslip_contract_stays",
      +                "transaction_tag_stays",
      +                "note_tag_stays",
      +                "expense_payer_stays",
      +                "shared_expense_stays",
      +                "inventory_location_stays",
      +                "pipeline_move_unsupported",
      +                "activity_link_stays",
      +                "api_key_stays",
      +                "collect_document_run_stays",
      +                "document_media_stays",
      +                "product_media_stays",
      +                "project_media_stays",
      +                "invoice_item_media_stays",
      +                "invoice_transaction_rate_stays",
      +                "invoice_rate_stays",
      +                "payment_card_stays",
      +                "payment_check_stays",
      +                "payslip_rate_stays",
      +                "shipment_location_stays",
      +                "collect_task_run_stays",
      +                "invoice_item_media_link_stays",
      +                "note_memory_stays",
      +                "note_tone_profile_stays",
      +                "document_share_open_stays",
      +                "note_meeting_link_stays",
      +                "meeting_note_link_stays",
      +                "product_master_link_stays",
      +                "order_attribution_stays",
      +                "product_page_stays"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "refusal",
      +            "count"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "requested": {
      +        "type": [
      +          "boolean",
      +          "null"
      +        ]
      +      },
      +      "state": {
      +        "enum": [
      +          "not_requested",
      +          "pending",
      +          "armed",
      +          "nothing_to_move",
      +          "refused"
      +        ],
      +        "type": "string"
      +      },
      +      "units": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "requested",
      +      "state",
      +      "armed",
      +      "units",
      +      "refusals",
      +      "refusal",
      +      "country_mismatch"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • addedOutput schema / properties / next_step
      Added value: +{
      +  "description": "What to do instead of repeating this call, on a refusal. Follow it; do not retry the same candidate.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / reason
      Added value: +{
      +  "description": "Why the candidate cannot be confirmed, on a refusal. Do not write this literal to the person.",
      +  "enum": [
      +    "not_open",
      +    "not_surfaceable",
      +    "not_primary",
      +    "already_confirmed",
      +    "not_grounded",
      +    "existing_workspace_not_offered"
      +  ],
      +  "type": "string"
      +}
  2. Changed6 schema fields changed
    • changedOutput schema / properties / connector_move / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "armed": {
      -        "type": "boolean"
      -      },
      -      "country_mismatch": {
      -        "type": "boolean"
      -      },
      -      "refusal": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "move_not_available",
      -              "requester_unknown",
      -              "own_company_missing",
      -              "movable_set_over_cap",
      -              "no_lineage",
      -              "no_child_owner",
      -              "no_parent_admin"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "refusals": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "count": {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            "refusal": {
      -              "enum": [
      -                "not_ledger_class",
      -                "is_borrow",
      -                "not_authorized",
      -                "source_not_marked",
      -                "holder_unknown",
      -                "target_not_company",
      -                "third_target_present",
      -                "already_moving",
      -                "connector_deleted",
      -                "target_deleted",
      -                "validated_books_present",
      -                "issued_invoice_present",
      -                "party_not_member",
      -                "identity_claim_collision",
      -                "held_row_without_grant",
      -                "borrow_rows_in_target",
      -                "chart_shared_with_unmoved_row",
      -                "payslip_contract_stays",
      -                "transaction_tag_stays",
      -                "note_tag_stays",
      -                "expense_payer_stays",
      -                "shared_expense_stays",
      -                "inventory_location_stays",
      -                "pipeline_move_unsupported",
      -                "activity_link_stays",
      -                "api_key_stays",
      -                "collect_document_run_stays",
      -                "document_media_stays",
      -                "product_media_stays",
      -                "project_media_stays",
      -                "invoice_item_media_stays",
      -                "invoice_transaction_rate_stays",
      -                "invoice_rate_stays",
      -                "payment_card_stays",
      -                "payment_check_stays",
      -                "payslip_rate_stays",
      -                "shipment_location_stays",
      -                "collect_task_run_stays",
      -                "invoice_item_media_link_stays",
      -                "note_memory_stays",
      -                "note_tone_profile_stays",
      -                "document_share_open_stays",
      -                "note_meeting_link_stays",
      -                "meeting_note_link_stays",
      -                "product_master_link_stays"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "refusal",
      -            "count"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "requested": {
      -        "anyOf": [
      -          {
      -            "type": "boolean"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "state": {
      -        "enum": [
      -          "not_requested",
      -          "pending",
      -          "armed",
      -          "nothing_to_move",
      -          "refused"
      -        ],
      -        "type": "string"
      -      },
      -      "units": {
      -        "maximum": 9007199254740991,
      -        "minimum": 0,
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "requested",
      -      "state",
      -      "armed",
      -      "units",
      -      "refusals",
      -      "refusal",
      -      "country_mismatch"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "armed": {
      +        "type": "boolean"
      +      },
      +      "country_mismatch": {
      +        "type": "boolean"
      +      },
      +      "refusal": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "move_not_available",
      +              "requester_unknown",
      +              "own_company_missing",
      +              "movable_set_over_cap",
      +              "no_lineage",
      +              "no_child_owner",
      +              "no_parent_admin"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "refusals": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "count": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "refusal": {
      +              "enum": [
      +                "not_ledger_class",
      +                "is_borrow",
      +                "not_authorized",
      +                "source_not_marked",
      +                "holder_unknown",
      +                "target_not_company",
      +                "third_target_present",
      +                "already_moving",
      +                "connector_deleted",
      +                "target_deleted",
      +                "validated_books_present",
      +                "issued_invoice_present",
      +                "party_not_member",
      +                "identity_claim_collision",
      +                "held_row_without_grant",
      +                "borrow_rows_in_target",
      +                "chart_shared_with_unmoved_row",
      +                "payslip_contract_stays",
      +                "transaction_tag_stays",
      +                "note_tag_stays",
      +                "expense_payer_stays",
      +                "shared_expense_stays",
      +                "inventory_location_stays",
      +                "pipeline_move_unsupported",
      +                "activity_link_stays",
      +                "api_key_stays",
      +                "collect_document_run_stays",
      +                "document_media_stays",
      +                "product_media_stays",
      +                "project_media_stays",
      +                "invoice_item_media_stays",
      +                "invoice_transaction_rate_stays",
      +                "invoice_rate_stays",
      +                "payment_card_stays",
      +                "payment_check_stays",
      +                "payslip_rate_stays",
      +                "shipment_location_stays",
      +                "collect_task_run_stays",
      +                "invoice_item_media_link_stays",
      +                "note_memory_stays",
      +                "note_tone_profile_stays",
      +                "document_share_open_stays",
      +                "note_meeting_link_stays",
      +                "meeting_note_link_stays",
      +                "product_master_link_stays"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "refusal",
      +            "count"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "requested": {
      +        "type": [
      +          "boolean",
      +          "null"
      +        ]
      +      },
      +      "state": {
      +        "enum": [
      +          "not_requested",
      +          "pending",
      +          "armed",
      +          "nothing_to_move",
      +          "refused"
      +        ],
      +        "type": "string"
      +      },
      +      "units": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "requested",
      +      "state",
      +      "armed",
      +      "units",
      +      "refusals",
      +      "refusal",
      +      "country_mismatch"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • changedOutput schema / properties / history / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "adoption_status": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "pending",
      -              "in_progress",
      -              "partial",
      -              "stale",
      -              "complete",
      -              "failed"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "brought": {
      -        "anyOf": [
      -          {
      -            "type": "boolean"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "counts": {
      -        "anyOf": [
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "accounts": {
      -                "additionalProperties": false,
      -                "properties": {
      -                  "capped": {
      -                    "type": "boolean"
      -                  },
      -                  "count": {
      -                    "type": "number"
      -                  }
      -                },
      -                "required": [
      -                  "count",
      -                  "capped"
      -                ],
      -                "type": "object"
      -              },
      -              "documents": {
      -                "additionalProperties": false,
      -                "properties": {
      -                  "capped": {
      -                    "type": "boolean"
      -                  },
      -                  "count": {
      -                    "type": "number"
      -                  }
      -                },
      -                "required": [
      -                  "count",
      -                  "capped"
      -                ],
      -                "type": "object"
      -              },
      -              "tasks": {
      -                "additionalProperties": false,
      -                "properties": {
      -                  "capped": {
      -                    "type": "boolean"
      -                  },
      -                  "count": {
      -                    "type": "number"
      -                  }
      -                },
      -                "required": [
      -                  "count",
      -                  "capped"
      -                ],
      -                "type": "object"
      -              },
      -              "transactions": {
      -                "additionalProperties": false,
      -                "properties": {
      -                  "capped": {
      -                    "type": "boolean"
      -                  },
      -                  "count": {
      -                    "type": "number"
      -                  }
      -                },
      -                "required": [
      -                  "count",
      -                  "capped"
      -                ],
      -                "type": "object"
      -              }
      -            },
      -            "required": [
      -              "documents",
      -              "tasks",
      -              "transactions",
      -              "accounts"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      }
      -    },
      -    "required": [
      -      "brought",
      -      "adoption_status",
      -      "counts"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "adoption_status": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "pending",
      +              "in_progress",
      +              "partial",
      +              "stale",
      +              "complete",
      +              "failed"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "brought": {
      +        "type": [
      +          "boolean",
      +          "null"
      +        ]
      +      },
      +      "counts": {
      +        "anyOf": [
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "accounts": {
      +                "additionalProperties": false,
      +                "properties": {
      +                  "capped": {
      +                    "type": "boolean"
      +                  },
      +                  "count": {
      +                    "type": "number"
      +                  }
      +                },
      +                "required": [
      +                  "count",
      +                  "capped"
      +                ],
      +                "type": "object"
      +              },
      +              "documents": {
      +                "additionalProperties": false,
      +                "properties": {
      +                  "capped": {
      +                    "type": "boolean"
      +                  },
      +                  "count": {
      +                    "type": "number"
      +                  }
      +                },
      +                "required": [
      +                  "count",
      +                  "capped"
      +                ],
      +                "type": "object"
      +              },
      +              "tasks": {
      +                "additionalProperties": false,
      +                "properties": {
      +                  "capped": {
      +                    "type": "boolean"
      +                  },
      +                  "count": {
      +                    "type": "number"
      +                  }
      +                },
      +                "required": [
      +                  "count",
      +                  "capped"
      +                ],
      +                "type": "object"
      +              },
      +              "transactions": {
      +                "additionalProperties": false,
      +                "properties": {
      +                  "capped": {
      +                    "type": "boolean"
      +                  },
      +                  "count": {
      +                    "type": "number"
      +                  }
      +                },
      +                "required": [
      +                  "count",
      +                  "capped"
      +                ],
      +                "type": "object"
      +              }
      +            },
      +            "required": [
      +              "documents",
      +              "tasks",
      +              "transactions",
      +              "accounts"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      }
      +    },
      +    "required": [
      +      "brought",
      +      "adoption_status",
      +      "counts"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / name / anyOf
      Removed value: -[
      -  {
      -    "type": "string"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]
    • addedOutput schema / properties / name / type
      Added value: +[
      +  "string",
      +  "null"
      +]
    • removedOutput schema / properties / own_company_id / anyOf
      Removed value: -[
      -  {
      -    "type": "string"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]
    • addedOutput schema / properties / own_company_id / type
      Added value: +[
      +  "string",
      +  "null"
      +]
  3. Changed2 schema fields changed
    • changedInput schema / properties / bring_company_data / description
      Previous value: -"The person's answer to: bring the company's history into its workspace (documents, tasks, transactions and accounts)? true brings it, false leaves it. Omit only when the person was not asked; omitting means true."New value: +"The person's answer to: bring the company's history into its workspace (documents, tasks, transactions and accounts)? true brings it, false leaves it. When the company holds nothing to bring (every preview count zero and none capped), pass false. An omitted answer means true and is accepted only in that case; otherwise it is refused, so ask the person first."
    • changedInput schema / properties / move_connectors / description
      Previous value: -"The person's answer to: move your bank and accounting connections into the company workspace? true moves them, false keeps them where they are. Ask first. Omitting records false: nothing moves unless the person opted in."New value: +"The person's answer to: move your bank and accounting connections into the company workspace? true moves them, false keeps them where they are. Ask first, unless the company and the source workspace hold nothing to move: then omit it. Omitting records false: nothing moves unless the person opted in."
  4. Changed1 schema field changed
    • addedOutput schema / properties / trial
      Added value: +{
      +  "anyOf": [
      +    {
      +      "additionalProperties": false,
      +      "properties": {
      +        "days": {
      +          "exclusiveMinimum": 0,
      +          "maximum": 9007199254740991,
      +          "type": "integer"
      +        },
      +        "ends_at": {
      +          "type": "string"
      +        }
      +      },
      +      "required": [
      +        "days",
      +        "ends_at"
      +      ],
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "description": "The Business plan trial the new company workspace started in Stripe, for a person on the Personal plan; null when no trial started or the person is on another plan."
      +}
  5. Changed1 schema field changed
    • changedOutput schema / properties / connector_move / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "armed": {
      -        "type": "boolean"
      -      },
      -      "country_mismatch": {
      -        "type": "boolean"
      -      },
      -      "refusal": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "move_not_available",
      -              "requester_unknown",
      -              "own_company_missing",
      -              "movable_set_over_cap",
      -              "no_lineage",
      -              "no_child_owner",
      -              "no_parent_admin"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "refusals": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "count": {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            "refusal": {
      -              "enum": [
      -                "not_ledger_class",
      -                "is_borrow",
      -                "not_authorized",
      -                "source_not_marked",
      -                "holder_unknown",
      -                "target_not_company",
      -                "third_target_present",
      -                "already_moving",
      -                "connector_deleted",
      -                "target_deleted",
      -                "validated_books_present",
      -                "issued_invoice_present",
      -                "party_not_member",
      -                "identity_claim_collision",
      -                "held_row_without_grant",
      -                "borrow_rows_in_target",
      -                "chart_shared_with_unmoved_row",
      -                "payslip_contract_stays",
      -                "transaction_tag_stays",
      -                "note_tag_stays",
      -                "expense_payer_stays",
      -                "shared_expense_stays",
      -                "inventory_location_stays",
      -                "pipeline_move_unsupported",
      -                "activity_link_stays",
      -                "api_key_stays",
      -                "collect_document_run_stays",
      -                "document_media_stays",
      -                "product_media_stays",
      -                "invoice_item_media_stays",
      -                "invoice_transaction_rate_stays",
      -                "invoice_rate_stays",
      -                "payment_card_stays",
      -                "payment_check_stays",
      -                "payslip_rate_stays",
      -                "shipment_location_stays",
      -                "collect_task_run_stays",
      -                "invoice_item_media_link_stays",
      -                "note_memory_stays",
      -                "note_tone_profile_stays",
      -                "document_share_open_stays"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "refusal",
      -            "count"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "requested": {
      -        "anyOf": [
      -          {
      -            "type": "boolean"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "state": {
      -        "enum": [
      -          "not_requested",
      -          "pending",
      -          "armed",
      -          "nothing_to_move",
      -          "refused"
      -        ],
      -        "type": "string"
      -      },
      -      "units": {
      -        "maximum": 9007199254740991,
      -        "minimum": 0,
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "requested",
      -      "state",
      -      "armed",
      -      "units",
      -      "refusals",
      -      "refusal",
      -      "country_mismatch"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "armed": {
      +        "type": "boolean"
      +      },
      +      "country_mismatch": {
      +        "type": "boolean"
      +      },
      +      "refusal": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "move_not_available",
      +              "requester_unknown",
      +              "own_company_missing",
      +              "movable_set_over_cap",
      +              "no_lineage",
      +              "no_child_owner",
      +              "no_parent_admin"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "refusals": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "count": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "refusal": {
      +              "enum": [
      +                "not_ledger_class",
      +                "is_borrow",
      +                "not_authorized",
      +                "source_not_marked",
      +                "holder_unknown",
      +                "target_not_company",
      +                "third_target_present",
      +                "already_moving",
      +                "connector_deleted",
      +                "target_deleted",
      +                "validated_books_present",
      +                "issued_invoice_present",
      +                "party_not_member",
      +                "identity_claim_collision",
      +                "held_row_without_grant",
      +                "borrow_rows_in_target",
      +                "chart_shared_with_unmoved_row",
      +                "payslip_contract_stays",
      +                "transaction_tag_stays",
      +                "note_tag_stays",
      +                "expense_payer_stays",
      +                "shared_expense_stays",
      +                "inventory_location_stays",
      +                "pipeline_move_unsupported",
      +                "activity_link_stays",
      +                "api_key_stays",
      +                "collect_document_run_stays",
      +                "document_media_stays",
      +                "product_media_stays",
      +                "project_media_stays",
      +                "invoice_item_media_stays",
      +                "invoice_transaction_rate_stays",
      +                "invoice_rate_stays",
      +                "payment_card_stays",
      +                "payment_check_stays",
      +                "payslip_rate_stays",
      +                "shipment_location_stays",
      +                "collect_task_run_stays",
      +                "invoice_item_media_link_stays",
      +                "note_memory_stays",
      +                "note_tone_profile_stays",
      +                "document_share_open_stays",
      +                "note_meeting_link_stays",
      +                "meeting_note_link_stays",
      +                "product_master_link_stays"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "refusal",
      +            "count"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "requested": {
      +        "anyOf": [
      +          {
      +            "type": "boolean"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "state": {
      +        "enum": [
      +          "not_requested",
      +          "pending",
      +          "armed",
      +          "nothing_to_move",
      +          "refused"
      +        ],
      +        "type": "string"
      +      },
      +      "units": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "requested",
      +      "state",
      +      "armed",
      +      "units",
      +      "refusals",
      +      "refusal",
      +      "country_mismatch"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
  6. Changed1 schema field changed
    • changedOutput schema / properties / connector_move / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "armed": {
      -        "type": "boolean"
      -      },
      -      "country_mismatch": {
      -        "type": "boolean"
      -      },
      -      "refusal": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "move_not_available",
      -              "requester_unknown",
      -              "own_company_missing",
      -              "movable_set_over_cap",
      -              "no_lineage",
      -              "no_child_owner",
      -              "no_parent_admin"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "refusals": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "count": {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            "refusal": {
      -              "enum": [
      -                "not_ledger_class",
      -                "is_borrow",
      -                "not_authorized",
      -                "source_not_marked",
      -                "holder_unknown",
      -                "target_not_company",
      -                "third_target_present",
      -                "already_moving",
      -                "connector_deleted",
      -                "target_deleted",
      -                "validated_books_present",
      -                "issued_invoice_present",
      -                "party_not_member",
      -                "identity_claim_collision",
      -                "held_row_without_grant",
      -                "borrow_rows_in_target",
      -                "chart_shared_with_unmoved_row",
      -                "payslip_contract_stays",
      -                "transaction_tag_stays",
      -                "note_tag_stays",
      -                "expense_payer_stays",
      -                "shared_expense_stays",
      -                "inventory_location_stays",
      -                "pipeline_move_unsupported",
      -                "activity_link_stays"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "refusal",
      -            "count"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "requested": {
      -        "anyOf": [
      -          {
      -            "type": "boolean"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "state": {
      -        "enum": [
      -          "not_requested",
      -          "pending",
      -          "armed",
      -          "nothing_to_move",
      -          "refused"
      -        ],
      -        "type": "string"
      -      },
      -      "units": {
      -        "maximum": 9007199254740991,
      -        "minimum": 0,
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "requested",
      -      "state",
      -      "armed",
      -      "units",
      -      "refusals",
      -      "refusal",
      -      "country_mismatch"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "armed": {
      +        "type": "boolean"
      +      },
      +      "country_mismatch": {
      +        "type": "boolean"
      +      },
      +      "refusal": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "move_not_available",
      +              "requester_unknown",
      +              "own_company_missing",
      +              "movable_set_over_cap",
      +              "no_lineage",
      +              "no_child_owner",
      +              "no_parent_admin"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "refusals": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "count": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "refusal": {
      +              "enum": [
      +                "not_ledger_class",
      +                "is_borrow",
      +                "not_authorized",
      +                "source_not_marked",
      +                "holder_unknown",
      +                "target_not_company",
      +                "third_target_present",
      +                "already_moving",
      +                "connector_deleted",
      +                "target_deleted",
      +                "validated_books_present",
      +                "issued_invoice_present",
      +                "party_not_member",
      +                "identity_claim_collision",
      +                "held_row_without_grant",
      +                "borrow_rows_in_target",
      +                "chart_shared_with_unmoved_row",
      +                "payslip_contract_stays",
      +                "transaction_tag_stays",
      +                "note_tag_stays",
      +                "expense_payer_stays",
      +                "shared_expense_stays",
      +                "inventory_location_stays",
      +                "pipeline_move_unsupported",
      +                "activity_link_stays",
      +                "api_key_stays",
      +                "collect_document_run_stays",
      +                "document_media_stays",
      +                "product_media_stays",
      +                "invoice_item_media_stays",
      +                "invoice_transaction_rate_stays",
      +                "invoice_rate_stays",
      +                "payment_card_stays",
      +                "payment_check_stays",
      +                "payslip_rate_stays",
      +                "shipment_location_stays",
      +                "collect_task_run_stays",
      +                "invoice_item_media_link_stays",
      +                "note_memory_stays",
      +                "note_tone_profile_stays",
      +                "document_share_open_stays"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "refusal",
      +            "count"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "requested": {
      +        "anyOf": [
      +          {
      +            "type": "boolean"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "state": {
      +        "enum": [
      +          "not_requested",
      +          "pending",
      +          "armed",
      +          "nothing_to_move",
      +          "refused"
      +        ],
      +        "type": "string"
      +      },
      +      "units": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "requested",
      +      "state",
      +      "armed",
      +      "units",
      +      "refusals",
      +      "refusal",
      +      "country_mismatch"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
  7. Changed1 schema field changed
    • changedOutput schema / properties / connector_move / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "armed": {
      -        "type": "boolean"
      -      },
      -      "country_mismatch": {
      -        "type": "boolean"
      -      },
      -      "refusal": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "move_not_available",
      -              "requester_unknown",
      -              "own_company_missing",
      -              "movable_set_over_cap",
      -              "no_lineage",
      -              "no_child_owner",
      -              "no_parent_admin"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "refusals": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "count": {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            "refusal": {
      -              "enum": [
      -                "not_ledger_class",
      -                "is_borrow",
      -                "not_authorized",
      -                "source_not_marked",
      -                "holder_unknown",
      -                "target_not_company",
      -                "third_target_present",
      -                "already_moving",
      -                "connector_deleted",
      -                "target_deleted",
      -                "validated_books_present",
      -                "issued_invoice_present",
      -                "party_not_member",
      -                "identity_claim_collision",
      -                "held_row_without_grant",
      -                "borrow_rows_in_target",
      -                "chart_shared_with_unmoved_row",
      -                "payslip_contract_stays",
      -                "transaction_tag_stays",
      -                "expense_payer_stays",
      -                "shared_expense_stays",
      -                "pipeline_move_unsupported"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "refusal",
      -            "count"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "requested": {
      -        "anyOf": [
      -          {
      -            "type": "boolean"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "state": {
      -        "enum": [
      -          "not_requested",
      -          "pending",
      -          "armed",
      -          "nothing_to_move",
      -          "refused"
      -        ],
      -        "type": "string"
      -      },
      -      "units": {
      -        "maximum": 9007199254740991,
      -        "minimum": 0,
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "requested",
      -      "state",
      -      "armed",
      -      "units",
      -      "refusals",
      -      "refusal",
      -      "country_mismatch"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "armed": {
      +        "type": "boolean"
      +      },
      +      "country_mismatch": {
      +        "type": "boolean"
      +      },
      +      "refusal": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "move_not_available",
      +              "requester_unknown",
      +              "own_company_missing",
      +              "movable_set_over_cap",
      +              "no_lineage",
      +              "no_child_owner",
      +              "no_parent_admin"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "refusals": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "count": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "refusal": {
      +              "enum": [
      +                "not_ledger_class",
      +                "is_borrow",
      +                "not_authorized",
      +                "source_not_marked",
      +                "holder_unknown",
      +                "target_not_company",
      +                "third_target_present",
      +                "already_moving",
      +                "connector_deleted",
      +                "target_deleted",
      +                "validated_books_present",
      +                "issued_invoice_present",
      +                "party_not_member",
      +                "identity_claim_collision",
      +                "held_row_without_grant",
      +                "borrow_rows_in_target",
      +                "chart_shared_with_unmoved_row",
      +                "payslip_contract_stays",
      +                "transaction_tag_stays",
      +                "note_tag_stays",
      +                "expense_payer_stays",
      +                "shared_expense_stays",
      +                "inventory_location_stays",
      +                "pipeline_move_unsupported",
      +                "activity_link_stays"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "refusal",
      +            "count"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "requested": {
      +        "anyOf": [
      +          {
      +            "type": "boolean"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "state": {
      +        "enum": [
      +          "not_requested",
      +          "pending",
      +          "armed",
      +          "nothing_to_move",
      +          "refused"
      +        ],
      +        "type": "string"
      +      },
      +      "units": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "requested",
      +      "state",
      +      "armed",
      +      "units",
      +      "refusals",
      +      "refusal",
      +      "country_mismatch"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
  8. Changed1 schema field changed
    • changedOutput schema / properties / connector_move / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "armed": {
      -        "type": "boolean"
      -      },
      -      "country_mismatch": {
      -        "type": "boolean"
      -      },
      -      "refusal": {
      -        "anyOf": [
      -          {
      -            "enum": [
      -              "move_not_available",
      -              "requester_unknown",
      -              "own_company_missing",
      -              "movable_set_over_cap",
      -              "no_lineage",
      -              "no_child_owner",
      -              "no_parent_admin"
      -            ],
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "refusals": {
      -        "items": {
      -          "additionalProperties": false,
      -          "properties": {
      -            "count": {
      -              "maximum": 9007199254740991,
      -              "minimum": 0,
      -              "type": "integer"
      -            },
      -            "refusal": {
      -              "enum": [
      -                "not_ledger_class",
      -                "is_borrow",
      -                "not_authorized",
      -                "source_not_marked",
      -                "holder_unknown",
      -                "target_not_company",
      -                "third_target_present",
      -                "already_moving",
      -                "connector_deleted",
      -                "target_deleted",
      -                "validated_books_present",
      -                "issued_invoice_present",
      -                "party_not_member",
      -                "identity_claim_collision",
      -                "held_row_without_grant",
      -                "borrow_rows_in_target",
      -                "chart_shared_with_unmoved_row",
      -                "payslip_contract_stays",
      -                "transaction_tag_stays",
      -                "expense_payer_stays",
      -                "shared_expense_stays"
      -              ],
      -              "type": "string"
      -            }
      -          },
      -          "required": [
      -            "refusal",
      -            "count"
      -          ],
      -          "type": "object"
      -        },
      -        "type": "array"
      -      },
      -      "requested": {
      -        "anyOf": [
      -          {
      -            "type": "boolean"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "state": {
      -        "enum": [
      -          "not_requested",
      -          "pending",
      -          "armed",
      -          "nothing_to_move",
      -          "refused"
      -        ],
      -        "type": "string"
      -      },
      -      "units": {
      -        "maximum": 9007199254740991,
      -        "minimum": 0,
      -        "type": "integer"
      -      }
      -    },
      -    "required": [
      -      "requested",
      -      "state",
      -      "armed",
      -      "units",
      -      "refusals",
      -      "refusal",
      -      "country_mismatch"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "armed": {
      +        "type": "boolean"
      +      },
      +      "country_mismatch": {
      +        "type": "boolean"
      +      },
      +      "refusal": {
      +        "anyOf": [
      +          {
      +            "enum": [
      +              "move_not_available",
      +              "requester_unknown",
      +              "own_company_missing",
      +              "movable_set_over_cap",
      +              "no_lineage",
      +              "no_child_owner",
      +              "no_parent_admin"
      +            ],
      +            "type": "string"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "refusals": {
      +        "items": {
      +          "additionalProperties": false,
      +          "properties": {
      +            "count": {
      +              "maximum": 9007199254740991,
      +              "minimum": 0,
      +              "type": "integer"
      +            },
      +            "refusal": {
      +              "enum": [
      +                "not_ledger_class",
      +                "is_borrow",
      +                "not_authorized",
      +                "source_not_marked",
      +                "holder_unknown",
      +                "target_not_company",
      +                "third_target_present",
      +                "already_moving",
      +                "connector_deleted",
      +                "target_deleted",
      +                "validated_books_present",
      +                "issued_invoice_present",
      +                "party_not_member",
      +                "identity_claim_collision",
      +                "held_row_without_grant",
      +                "borrow_rows_in_target",
      +                "chart_shared_with_unmoved_row",
      +                "payslip_contract_stays",
      +                "transaction_tag_stays",
      +                "expense_payer_stays",
      +                "shared_expense_stays",
      +                "pipeline_move_unsupported"
      +              ],
      +              "type": "string"
      +            }
      +          },
      +          "required": [
      +            "refusal",
      +            "count"
      +          ],
      +          "type": "object"
      +        },
      +        "type": "array"
      +      },
      +      "requested": {
      +        "anyOf": [
      +          {
      +            "type": "boolean"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "state": {
      +        "enum": [
      +          "not_requested",
      +          "pending",
      +          "armed",
      +          "nothing_to_move",
      +          "refused"
      +        ],
      +        "type": "string"
      +      },
      +      "units": {
      +        "maximum": 9007199254740991,
      +        "minimum": 0,
      +        "type": "integer"
      +      }
      +    },
      +    "required": [
      +      "requested",
      +      "state",
      +      "armed",
      +      "units",
      +      "refusals",
      +      "refusal",
      +      "country_mismatch"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
  9. Changed2 schema fields changed
    • addedOutput schema / properties / connector_move
      Added value: +{
      +  "anyOf": [
      +    {
      +      "additionalProperties": false,
      +      "properties": {
      +        "armed": {
      +          "type": "boolean"
      +        },
      +        "country_mismatch": {
      +          "type": "boolean"
      +        },
      +        "refusal": {
      +          "anyOf": [
      +            {
      +              "enum": [
      +                "move_not_available",
      +                "requester_unknown",
      +                "own_company_missing",
      +                "movable_set_over_cap",
      +                "no_lineage",
      +                "no_child_owner",
      +                "no_parent_admin"
      +              ],
      +              "type": "string"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ]
      +        },
      +        "refusals": {
      +          "items": {
      +            "additionalProperties": false,
      +            "properties": {
      +              "count": {
      +                "maximum": 9007199254740991,
      +                "minimum": 0,
      +                "type": "integer"
      +              },
      +              "refusal": {
      +                "enum": [
      +                  "not_ledger_class",
      +                  "is_borrow",
      +                  "not_authorized",
      +                  "source_not_marked",
      +                  "holder_unknown",
      +                  "target_not_company",
      +                  "third_target_present",
      +                  "already_moving",
      +                  "connector_deleted",
      +                  "target_deleted",
      +                  "validated_books_present",
      +                  "issued_invoice_present",
      +                  "party_not_member",
      +                  "identity_claim_collision",
      +                  "held_row_without_grant",
      +                  "borrow_rows_in_target",
      +                  "chart_shared_with_unmoved_row",
      +                  "payslip_contract_stays",
      +                  "transaction_tag_stays",
      +                  "expense_payer_stays",
      +                  "shared_expense_stays"
      +                ],
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "refusal",
      +              "count"
      +            ],
      +            "type": "object"
      +          },
      +          "type": "array"
      +        },
      +        "requested": {
      +          "anyOf": [
      +            {
      +              "type": "boolean"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ]
      +        },
      +        "state": {
      +          "enum": [
      +            "not_requested",
      +            "pending",
      +            "armed",
      +            "nothing_to_move",
      +            "refused"
      +          ],
      +          "type": "string"
      +        },
      +        "units": {
      +          "maximum": 9007199254740991,
      +          "minimum": 0,
      +          "type": "integer"
      +        }
      +      },
      +      "required": [
      +        "requested",
      +        "state",
      +        "armed",
      +        "units",
      +        "refusals",
      +        "refusal",
      +        "country_mismatch"
      +      ],
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "description": "The stored connector-move intent and its derived state; only armed means connections are moving."
      +}
    • addedOutput schema / properties / history
      Added value: +{
      +  "anyOf": [
      +    {
      +      "additionalProperties": false,
      +      "properties": {
      +        "adoption_status": {
      +          "anyOf": [
      +            {
      +              "enum": [
      +                "pending",
      +                "in_progress",
      +                "partial",
      +                "stale",
      +                "complete",
      +                "failed"
      +              ],
      +              "type": "string"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ]
      +        },
      +        "brought": {
      +          "anyOf": [
      +            {
      +              "type": "boolean"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ]
      +        },
      +        "counts": {
      +          "anyOf": [
      +            {
      +              "additionalProperties": false,
      +              "properties": {
      +                "accounts": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "capped": {
      +                      "type": "boolean"
      +                    },
      +                    "count": {
      +                      "type": "number"
      +                    }
      +                  },
      +                  "required": [
      +                    "count",
      +                    "capped"
      +                  ],
      +                  "type": "object"
      +                },
      +                "documents": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "capped": {
      +                      "type": "boolean"
      +                    },
      +                    "count": {
      +                      "type": "number"
      +                    }
      +                  },
      +                  "required": [
      +                    "count",
      +                    "capped"
      +                  ],
      +                  "type": "object"
      +                },
      +                "tasks": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "capped": {
      +                      "type": "boolean"
      +                    },
      +                    "count": {
      +                      "type": "number"
      +                    }
      +                  },
      +                  "required": [
      +                    "count",
      +                    "capped"
      +                  ],
      +                  "type": "object"
      +                },
      +                "transactions": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "capped": {
      +                      "type": "boolean"
      +                    },
      +                    "count": {
      +                      "type": "number"
      +                    }
      +                  },
      +                  "required": [
      +                    "count",
      +                    "capped"
      +                  ],
      +                  "type": "object"
      +                }
      +              },
      +              "required": [
      +                "documents",
      +                "tasks",
      +                "transactions",
      +                "accounts"
      +              ],
      +              "type": "object"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ]
      +        }
      +      },
      +      "required": [
      +        "brought",
      +        "adoption_status",
      +        "counts"
      +      ],
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "description": "The stored history choice and the pre-mint counts of items that will be linked."
      +}
  10. Changed3 schema fields changed
    • addedInput schema / properties / bring_company_data
      Added value: +{
      +  "description": "The person's answer to: bring the company's history into its workspace (documents, tasks, transactions and accounts)? true brings it, false leaves it. Omit only when the person was not asked; omitting means true.",
      +  "type": "boolean"
      +}
    • addedInput schema / properties / existing_workspace_id
      Added value: +{
      +  "description": "The existing workspace's id when well_get_own_company returned one on this candidate: the person already has a workspace for that company, and passing the id attaches it under this one instead of minting a duplicate. Never pass an id the read did not return; leave it out for any candidate that carries none.",
      +  "format": "uuid",
      +  "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
      +  "type": "string"
      +}
    • addedInput schema / properties / move_connectors
      Added value: +{
      +  "description": "The person's answer to: move your bank and accounting connections into the company workspace? true moves them, false keeps them where they are. Ask first. Omitting records false: nothing moves unless the person opted in.",
      +  "type": "boolean"
      +}
  11. Changed1 schema field changed
    • changedOutput schema / properties / newly_connected / description
      Previous value: -"Tools that connected to this workspace since the last result and that no session was told about yet, oldest first. Present only when at least one tool is new. Start the reply with one line per entry, in the person's language: \"<name> is connected.\". Never fold several entries into one sentence. Each entry comes back once, on one result only: never repeat its line later."New value: +"Tools that connected to this workspace since the last result and that no session was told about yet, oldest first. Present only when at least one tool is new. The connected-line rule says when to tell an entry; when it does, one line per entry, in the person's language: \"<name> is connected.\". Never fold several entries into one sentence. Each entry comes back once, on one result only: never repeat its line later."
  12. Changed1 schema field changed
    • addedInput schema / properties / workspace_scope
      Added value: +{
      +  "description": "Restrict this call to the family: the token's primary workspace plus the company workspaces under it that you are a member of. Unrelated authorized workspaces drop out of the read; row reads merge across the family, while a per-workspace figure still reports exactly one workspace.",
      +  "enum": [
      +    "family"
      +  ],
      +  "type": "string"
      +}
  13. Changed1 schema field changed
    • addedOutput schema / properties / newly_connected
      Added value: +{
      +  "description": "Tools that connected to this workspace since the last result and that no session was told about yet, oldest first. Present only when at least one tool is new. Start the reply with one line per entry, in the person's language: \"<name> is connected.\". Never fold several entries into one sentence. Each entry comes back once, on one result only: never repeat its line later.",
      +  "items": {
      +    "additionalProperties": false,
      +    "properties": {
      +      "name": {
      +        "type": "string"
      +      },
      +      "service_id": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "name",
      +      "service_id"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
  14. Changed4 schema fields changed
    • addedInput schema / properties / conversation_id
      Added value: +{
      +  "description": "The conversation id returned by the previous Well result, in its meta under well/conversation_id, in its structuredContent, or in its JSON text block. Pass it back on every call in the same conversation, including a call a card makes, so the chosen workspace and the earlier answers still apply. It decides the conversation on its own: nothing the host states about the session replaces it. Omit it only on the first call of a conversation.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / conversation_id
      Added value: +{
      +  "description": "The conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / conversation_id_note
      Added value: +{
      +  "description": "Present only when the server opened a fresh lane, stating that no choice recorded earlier was read.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / conversation_id_source
      Added value: +{
      +  "description": "Where the conversation id came from: the host's own request meta, the caller's argument, or a fresh lane the server opened.",
      +  "enum": [
      +    "host_meta",
      +    "argument",
      +    "minted"
      +  ],
      +  "type": "string"
      +}
  15. Added

TDQS

A4.5/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare idempotentHint=true, destructiveHint=false and readOnlyHint=false; the description goes further by naming the side effects (mint child workspace, project country-default accounting settings, anchor own company, write lineage row), the idempotent replay shape (already_anchored true), the role gate, and the refusal conditions for omitted answers and stale offers. A meaningful share of the text is instead user-facing phrasing scripts, which adds less about the tool's own behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Purpose and prerequisites are front-loaded and the prose is organized, but the description is very long and repeats itself (the move_connectors omission rule appears twice, and the answer rules are restated near-verbatim in the schema). The verbatim customer sentences plus translation and 'never write a field name' rules consume roughly a third of the text without helping selection or invocation.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For an 8-parameter write tool with an output schema, the definition covers the preconditions, the two human answers, the duplicate-attach branch, and the permission gate, so an agent has enough to call it correctly. Coverage of the returned history/connector_move/trial fields is redundant with the output schema but does not leave gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline would be 3, but the description adds real semantics beyond the schema for the three decision-driving params: what candidate_id mints and projects, the default/refusal semantics of bring_company_data, and that existing_workspace_id attaches rather than duplicates. The workspace_id, conversation_id, idempotency_key and workspace_scope parameters are left entirely to the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Opens with a specific verb and resource plus scope: 'Create the company workspace from a candidate, the step that turns a picked company into a workspace the close runs in.' It also implicitly separates this from well_create_company_candidate (which produces the input) and well_create_company by naming the candidate lineage it anchors.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit when-to-use rules abound: confirm the company before calling, ask both questions, pass both as false when nothing exists to bring or move, use existing_workspace_id instead of minting a duplicate when well_get_own_company returned one, and only owners/admins may call. It also names what happens when guidance is ignored (refused, not silently ignored).

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources