Get investment holdings
well_get_investment_holdingsGet the live holdings/positions (what's currently held and its value) for a connected Plaid investment account — brokerage, IRA, 401k, etc.
WORKFLOW:
well_list_connectors() → pick the ENABLED Plaid connector (connection_status: "enabled") and read its workspace_connector_id directly off the row.
well_get_investment_holdings({ workspace_connector_id }) → the current holdings, fetched fresh from Plaid on every call (never stored/stale data).
Only works on Plaid connectors that support the investments product — not the MCP-transport connector-tool-passthrough tools (well_list_connector_tools / well_invoke_connector_tool), and not for investment transactions (buy/sell/dividend/fee), which are queryable as ordinary rows via well_query_records on the transactions root instead.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| workspace_id | No | Target workspace. This read reports one workspace's own data. Omit it and the token's primary workspace answers, which may not be the one you mean; the result names the workspace that did. | |
| 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. | |
| 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. | |
| workspace_connector_id | Yes | The connected Plaid provider's workspace_connector_id (from well_list_connectors). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | ||
| success | Yes | ||
| holdings | 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. | |
| resolved_workspace | No | The workspace that answered, when the caller named none and the token authorizes several. | |
| 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. |