Create project
well_create_projectCreate a project in the current workspace. A project is any tracked business object with a name, a kind and a status: a campaign, an ad, an audience, a flow, a deal, a cost center, a project, a property, a pipeline or a pipeline stage.
Use this tool when the user asks to create, add or start tracking one of these.
REQUIRED: name, kind, status. Ask the user for the kind or the status when they did not say it; never guess it. OPTIONAL: start_date and end_date (YYYY-MM-DD), amount (a decimal string) with its currency, parent_project_id (the project this one nests under; read it with well_list_projects).
Each kind admits its own fields; the call fails on any other and nothing is written:
deal: status draft, active, paused, won or lost (or archived); an end_date and an amount, no start_date; it does not nest.
project: status draft, active, paused, completed or archived; dates and an amount; it nests only under a project.
campaign, ad, audience, flow: status draft, active, paused, completed or archived; dates, no amount; only an ad nests, under a campaign.
cost_center, property, pipeline, pipeline_stage: status active or archived; no dates, no amount. A cost_center nests only under a cost_center; a pipeline_stage must nest under a pipeline.
Two live pipelines, pipeline stages or cost centers with the same parent cannot share a name: the call then fails, and well_list_projects finds the existing one. Other kinds may share a name.
Returns { success: true, project } on success, or { success: false, error } on failure.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | Yes | What the project is: campaign, ad, audience, flow, deal, cost_center, project, property, pipeline or pipeline_stage. Ask the user when it is not clear. | |
| name | Yes | The project's name. A pipeline, pipeline stage or cost center name is unique among its live siblings of the same kind; other kinds may share a name. | |
| amount | No | The stated amount as a decimal string: a deal's value or a project's budget. Only a deal or a project has one, and it needs a currency. | |
| status | Yes | Where the project stands. A deal: draft, active, paused, won, lost or archived. A cost_center, property, pipeline or pipeline_stage: active or archived. Any other kind: draft, active, paused, completed or archived. Ask the user when it is not clear. | |
| currency | No | The ISO 4217 currency of amount, e.g. EUR. | |
| end_date | No | The last day, YYYY-MM-DD; not before start_date. A cost_center, property, pipeline or pipeline_stage has none. | |
| start_date | No | The first day, YYYY-MM-DD. Only a project, campaign, ad, audience or flow has one. | |
| 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. | |
| parent_project_id | No | The project this one nests under, from the same workspace: a project under a project, a cost_center under a cost_center, an ad under a campaign, a pipeline_stage under a pipeline (required for a stage). Other kinds do not nest. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | ||
| project | No | ||
| success | Yes | ||
| 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. | |
| 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. |