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Get journal entry origin

well_get_journal_entry_origin
Read-only

Read where one journal entry came from. The result's journal_entry_origin object holds the answer: its origin field is "native" when Well posted the entry, or "connector_import" when a connected accounting tool brought it in. For an import only, source_connection names the connection (its workspace_connector_id and the tool, connector_name), and source_entity_type and source_entity_id name the record in that tool; all three are null for a native entry. It also gives the fiscal year and period the entry was recorded for.

Use it to answer "did Well post this entry or did it come from Pennylane?" or "which record in my accounting tool is this entry?". Pass the journal_entry_id. journal_entry_origin is null for an entry Well recorded no origin for; say the origin is not recorded, never guess it.

When the token authorizes one workspace, call this directly — no workspace call is needed first. When it authorizes several, this read will not guess which one you mean: pass workspace_id on the call.

Input Schema

NameRequiredDescriptionDefault
workspace_idNoTarget workspace. Omit when the token authorizes one workspace. Required when it authorizes several: this read reports one workspace's own figures and will not choose 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.
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.
journal_entry_idYesThe journal_entry_id of the entry whose origin to read.

Output Schema

NameRequiredDescriptionDefault
errorNo
successYes
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.
resolved_workspaceNoThe workspace that answered, when the caller named none and the token authorizes several.
conversation_id_noteNoPresent only when the server opened a fresh lane, stating that no choice recorded earlier was read.
journal_entry_originNo
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. Changed1 schema field changed
    • changedOutput schema / properties / journal_entry_origin / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "created_at": {
      -        "type": "string"
      -      },
      -      "fiscal_period": {
      -        "type": "number"
      -      },
      -      "fiscal_year": {
      -        "type": "number"
      -      },
      -      "journal_entry_id": {
      -        "type": "string"
      -      },
      -      "journal_entry_origin_id": {
      -        "type": "string"
      -      },
      -      "origin": {
      -        "enum": [
      -          "native",
      -          "connector_import"
      -        ],
      -        "type": "string"
      -      },
      -      "source_connection": {
      -        "anyOf": [
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "connector_name": {
      -                "type": "string"
      -              },
      -              "connector_service_id": {
      -                "type": "string"
      -              },
      -              "workspace_connector_id": {
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "workspace_connector_id",
      -              "connector_service_id",
      -              "connector_name"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "source_entity_id": {
      -        "type": [
      -          "string",
      -          "null"
      -        ]
      -      },
      -      "source_entity_type": {
      -        "type": [
      -          "string",
      -          "null"
      -        ]
      -      }
      -    },
      -    "required": [
      -      "journal_entry_origin_id",
      -      "journal_entry_id",
      -      "origin",
      -      "source_entity_type",
      -      "source_entity_id",
      -      "source_connection",
      -      "fiscal_year",
      -      "fiscal_period",
      -      "created_at"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "created_at": {
      +        "type": "string"
      +      },
      +      "fiscal_period": {
      +        "type": "number"
      +      },
      +      "fiscal_year": {
      +        "type": "number"
      +      },
      +      "journal_entry_id": {
      +        "type": "string"
      +      },
      +      "journal_entry_origin_id": {
      +        "type": "string"
      +      },
      +      "origin": {
      +        "enum": [
      +          "native",
      +          "connector_import",
      +          "file_import"
      +        ],
      +        "type": "string"
      +      },
      +      "source_connection": {
      +        "anyOf": [
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "connector_name": {
      +                "type": "string"
      +              },
      +              "connector_service_id": {
      +                "type": "string"
      +              },
      +              "workspace_connector_id": {
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "workspace_connector_id",
      +              "connector_service_id",
      +              "connector_name"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "source_entity_id": {
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      },
      +      "source_entity_type": {
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      }
      +    },
      +    "required": [
      +      "journal_entry_origin_id",
      +      "journal_entry_id",
      +      "origin",
      +      "source_entity_type",
      +      "source_entity_id",
      +      "source_connection",
      +      "fiscal_year",
      +      "fiscal_period",
      +      "created_at"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
  2. Changed3 schema fields changed
    • changedOutput schema / properties / journal_entry_origin / anyOf
      Previous value: -[
      -  {
      -    "additionalProperties": false,
      -    "properties": {
      -      "created_at": {
      -        "type": "string"
      -      },
      -      "fiscal_period": {
      -        "type": "number"
      -      },
      -      "fiscal_year": {
      -        "type": "number"
      -      },
      -      "journal_entry_id": {
      -        "type": "string"
      -      },
      -      "journal_entry_origin_id": {
      -        "type": "string"
      -      },
      -      "origin": {
      -        "enum": [
      -          "native",
      -          "connector_import"
      -        ],
      -        "type": "string"
      -      },
      -      "source_connection": {
      -        "anyOf": [
      -          {
      -            "additionalProperties": false,
      -            "properties": {
      -              "connector_name": {
      -                "type": "string"
      -              },
      -              "connector_service_id": {
      -                "type": "string"
      -              },
      -              "workspace_connector_id": {
      -                "type": "string"
      -              }
      -            },
      -            "required": [
      -              "workspace_connector_id",
      -              "connector_service_id",
      -              "connector_name"
      -            ],
      -            "type": "object"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "source_entity_id": {
      -        "anyOf": [
      -          {
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      },
      -      "source_entity_type": {
      -        "anyOf": [
      -          {
      -            "type": "string"
      -          },
      -          {
      -            "type": "null"
      -          }
      -        ]
      -      }
      -    },
      -    "required": [
      -      "journal_entry_origin_id",
      -      "journal_entry_id",
      -      "origin",
      -      "source_entity_type",
      -      "source_entity_id",
      -      "source_connection",
      -      "fiscal_year",
      -      "fiscal_period",
      -      "created_at"
      -    ],
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "additionalProperties": false,
      +    "properties": {
      +      "created_at": {
      +        "type": "string"
      +      },
      +      "fiscal_period": {
      +        "type": "number"
      +      },
      +      "fiscal_year": {
      +        "type": "number"
      +      },
      +      "journal_entry_id": {
      +        "type": "string"
      +      },
      +      "journal_entry_origin_id": {
      +        "type": "string"
      +      },
      +      "origin": {
      +        "enum": [
      +          "native",
      +          "connector_import"
      +        ],
      +        "type": "string"
      +      },
      +      "source_connection": {
      +        "anyOf": [
      +          {
      +            "additionalProperties": false,
      +            "properties": {
      +              "connector_name": {
      +                "type": "string"
      +              },
      +              "connector_service_id": {
      +                "type": "string"
      +              },
      +              "workspace_connector_id": {
      +                "type": "string"
      +              }
      +            },
      +            "required": [
      +              "workspace_connector_id",
      +              "connector_service_id",
      +              "connector_name"
      +            ],
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "source_entity_id": {
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      },
      +      "source_entity_type": {
      +        "type": [
      +          "string",
      +          "null"
      +        ]
      +      }
      +    },
      +    "required": [
      +      "journal_entry_origin_id",
      +      "journal_entry_id",
      +      "origin",
      +      "source_entity_type",
      +      "source_entity_id",
      +      "source_connection",
      +      "fiscal_year",
      +      "fiscal_period",
      +      "created_at"
      +    ],
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • removedOutput schema / properties / resolved_workspace / properties / name / anyOf
      Removed value: -[
      -  {
      -    "type": "string"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]
    • addedOutput schema / properties / resolved_workspace / properties / name / type
      Added value: +[
      +  "string",
      +  "null"
      +]
  3. Added

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnly, non-destructive, closed-world, so the safety profile is covered. The description adds genuine context beyond that: null semantics for `journal_entry_origin`, that all three source fields are null for a native entry, and the multi-workspace authorization rule. Some of this overlaps the output schema, keeping it below a 5.

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

Conciseness4/5

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

Front-loaded with the core purpose, then the return shape, then usage, then workspace handling — a sensible order with no filler sentences. It is somewhat verbose in enumerating each origin field, which partly duplicates the output schema.

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

Completeness4/5

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

An output schema exists, so the detailed return-value walkthrough is partly redundant, but the description still covers the decisions an agent must make (which id to pass, whether workspace_id is needed, what to say on null). Nothing essential is missing for a simple single-record read.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already documents workspace_id, conversation_id, workspace_scope and journal_entry_id thoroughly. The description adds only the instruction to pass journal_entry_id and the workspace_id requirement under multiple workspaces, which the schema also states — baseline 3 is correct.

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: "Read where one journal entry came from." It distinguishes this read from the many journal siblings (well_update_journal_entry, well_list_unposted_journals) by scoping precisely to a single entry's origin, and names the exact object field the answer lives in.

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

Usage Guidelines4/5

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

Gives concrete use cases ("did Well post this entry or did it come from Pennylane?", "which record in my accounting tool is this entry?") and explicit workspace routing: call directly with one authorized workspace, pass workspace_id with several. It also states the when-not behavior for a null origin (say it is not recorded, never guess), though it names no alternative sibling tool by name.

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

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