Get statement import result
well_get_statement_import_resultRead the outcome of a bank-statement upload started with well_create_statement_upload, by the document_id that tool returned.
well_create_statement_upload already renders a card from its own result — this tool does not create or redraw it. Call it once, shortly after the client has uploaded the file bytes, to learn what happened. The card polls this import result itself until it settles, so call this tool again only if the user asks.
status "not_found_yet": the upload has not landed yet — a NORMAL result right after minting the slot, not an error. Poll again once the file has been uploaded.
status "processing": the file is uploaded and the statement is still being extracted / promoted.
status "needs_account": a terminal outcome, and NOT an import. The statement was read but waits for its bank account; none of its transactions are in Well yet. Say it waits for its bank account, never that it was imported, landed or promoted, and follow the hint.
status "imported" | "duplicate" | "skipped" | "failed": the terminal outcome. On "imported", matched_count / review_count / minted_count / already_present_count report the promotion's own snapshot counts, taken once at import time and covering every promotable line of the file disjointly; null on any of them means the row predates count tracking — treat as unknown, never as 0.
recordslists the minted transactions only — matched or ambiguous lines link an existing transaction and are excluded;graphis the frozen record graph for the same snapshot;records_urlopens the workspace's transactions table.
This tool reads only — it changes nothing.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| document_id | Yes | The document_id well_create_statement_upload returned — pre-allocated at mint, before the upload lands. | |
| workspace_id | No | Target 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_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. | |
| include_preview | No | Set by the import card to draw the statement image. Leave unset: the preview is for the card, not the model. | |
| 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
| Name | Required | Description | Default |
|---|---|---|---|
| hint | No | ||
| error | No | ||
| graph | No | The frozen record graph for this import, taken from the same snapshot as `records`. Never present on "processing" or "not_found_yet". Like `records`, its counterparty fields are null (frozen before resolution runs) — see `records_url` for the live values. | |
| phase | No | ||
| reason | No | ||
| status | No | ||
| records | No | Transactions this import minted as new rows — matched or ambiguous lines link an existing transaction and are excluded. Present only on a terminal "imported" result that carries a snapshot. The snapshot freezes at mint time, so `counterparty` is always null here — resolution runs asynchronously after import; open `records_url` for the live resolved value. | |
| success | Yes | ||
| document_id | No | ||
| imported_at | No | ||
| records_url | No | Login-gated deep link to the workspace's transactions table — opened on the first minted record when `records` is non-empty, otherwise the plain table. | |
| minted_count | No | Lines minted as new transactions. Absent means the row predates count tracking — treat as unknown, never as 0. | |
| review_count | No | Lines skipped as an ambiguous cross-connector match, pending review. Absent means the row predates count tracking — treat as unknown, never as 0. | |
| matched_count | No | Lines linked to an existing cross-connector transaction. Absent means the row predates count tracking — treat as unknown, never as 0. | |
| 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. | |
| already_present_count | No | Lines an earlier import already carried — a partial-overlap re-export mints only the new lines, so the four counts cover the file's promotable lines. Absent means the row predates count tracking — treat as unknown, never as 0. | |
| 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. | |
| counterparties_pending | No | Whether any minted transaction still awaits its counterparty. True right after import while the from/to parties resolve in the background; absent when the result carries no minted transactions. | |
| statement_extraction_id | No |