Well

Create invoice document

well_create_invoice_document

Render an existing invoice as a print-ready PDF and attach it as the invoice's source document. The invoice shortcut of well_generate_document: it prints the invoice in its own chosen design, ink and locale. Use well_generate_document instead to choose another design or to print values that are not an invoice in Well.

The letterhead carries the issuing company's own mark when Well has one on file, and otherwise sets the issuer's name as text. Never promise a logo.

Use this tool when the user asks to generate, render, or attach a PDF for an invoice that already exists in the workspace. This does NOT email or send the invoice anywhere — it only creates and attaches the file. A request to email or send an invoice is not a request for its PDF: do not call this tool for it.

REQUIRED: invoice_id (the invoice must already exist)

Refused if the invoice is already linked to a REAL ingested document (an upload, a connector import, or a provider-issued PDF) — that source of truth is never overwritten.

Returns { success: true, invoice_id, document_id, reference_number, file } on success, or { success: false, error } on failure.

file carries the rendered PDF's name and size plus the links to fetch it. Hand the user download_url when they ask for the PDF itself.

download_url saves the PDF and signed_url opens it in a browser. Both work with a plain HTTP GET and no auth header, and stop working at expires_at.
preview_url is a PNG image of the first page, for showing the document; add page=N for page N, up to page_count. Same token and expiry.
sheet_url is the document's HTML sheet, which the card draws with zoom and pan. Same token and expiry.
When the user wants to do more with a PDF already generated (attach it to an email, upload it elsewhere, read or analyse it), fetch download_url with a plain HTTP GET.
If the links have expired, call this tool again to refresh the same document and its links.
app_url opens the document in Well and never expires.
The links grant access to the file on their own: share them only with the user.

Input Schema

TableJSON Schema

Name	Required	Description
`invoice_id`	Yes
`workspace_id`	No	Target 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_id`	No	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.
`idempotency_key`	No	Optional client-supplied key. A retried write with the same key returns the original result instead of re-applying the operation.
`workspace_scope`	No	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.

Output Schema

TableJSON Schema

Name	Required	Description
`file`	No
`error`	No
`success`	Yes
`invoice_id`	No
`document_id`	No
`invoice_status`	No
`conversation_id`	No	The conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.
`newly_connected`	No	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.
`reference_number`	No
`document_type_code`	No
`conversation_id_note`	No	Present only when the server opened a fresh lane, stating that no choice recorded earlier was read.
`conversation_id_source`	No	Where 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.

Changed1 schema field changedOct 12, 2026

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."

Changed1 schema field changedOct 8, 2026

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"
+}

Changed4 schema fields changedOct 6, 2026

addedOutput schema / properties / invoice_status / anyOf

Added value: +[
+  {
+    "enum": [
+      "draft",
+      "issued",
+      "paid",
+      "canceled"
+    ],
+    "type": "string"
+  },
+  {
+    "type": "null"
+  }
+]

removedOutput schema / properties / invoice_status / enum

Removed value: -[
-  "draft",
-  "issued",
-  "paid",
-  "canceled"
-]

removedOutput schema / properties / invoice_status / type
```
Removed value: -"string"
```

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"
+}

Changed6 schema fields changedOct 2, 2026

addedOutput schema / properties / document_type_code

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

addedOutput schema / properties / file / properties / page_count

Added value: +{
+  "anyOf": [
+    {
+      "type": "number"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "How many pages the PDF prints."
+}

addedOutput schema / properties / file / properties / preview_url

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "A PNG image of the PDF's first page, for showing the document. Add page=N for page N."
+}

addedOutput schema / properties / file / properties / sheet_url

Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "The document's HTML sheet, for a viewer that draws the document itself instead of showing the PDF."
+}

changedOutput schema / properties / file / required

Previous value: -[
-  "name",
-  "size_bytes",
-  "signed_url",
-  "download_url",
-  "app_url",
-  "expires_at"
-]New value: +[
+  "name",
+  "size_bytes",
+  "signed_url",
+  "download_url",
+  "app_url",
+  "preview_url",
+  "sheet_url",
+  "page_count",
+  "expires_at"
+]

addedOutput schema / properties / invoice_status

Added value: +{
+  "enum": [
+    "draft",
+    "issued",
+    "paid",
+    "canceled"
+  ],
+  "type": "string"
+}

Changed4 schema fields changedSep 22, 2026

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"
+}

Changed1 schema field changedAug 31, 2026

changedInput schema / properties / workspace_id / description

Previous value: -"Target workspace. Omit to use the only authorized workspace, or (for read tools) to query all authorized workspaces grouped by workspace. Required for write tools when the token authorizes more than one workspace."New value: +"Target 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."

Changed1 schema field changedAug 14, 2026

addedOutput schema / properties / file

Added value: +{
+  "additionalProperties": false,
+  "properties": {
+    "app_url": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    },
+    "download_url": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    },
+    "expires_at": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    },
+    "name": {
+      "type": "string"
+    },
+    "signed_url": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ]
+    },
+    "size_bytes": {
+      "type": "number"
+    }
+  },
+  "required": [
+    "name",
+    "size_bytes",
+    "signed_url",
+    "download_url",
+    "app_url",
+    "expires_at"
+  ],
+  "type": "object"
+}

AddedAug 12, 2026

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