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Get workspace preferences

well_get_workspace_preferences
Read-only

Get resolved preference values for the caller in this workspace. Each key resolves to the caller's own override when they have set one, otherwise the workspace-wide default, otherwise it is absent from the result.

Known keys: connector_write_trust, invoice_default_layout, invoice_design, action_trust, preferred_name, form_of_address, mail_sender_choice, timezone, bank_account_offer, invoice_payment_account, invoice_card_payment_link, payment_link_reconnect_offer, sunday_routines, message_policy, proactive_messages, touchbase_afternoon, touchbase_eod, touchbase_afternoon_workspace, touchbase_eod_workspace, customer_facts_note_id, extension_install_offer, cash_scope, missing_invoice_duplicate_verdicts, todo_kind_mutes, customer_answers_alone_topics, pre_meeting_note, bank_connect_offer, email_weekly_digest, email_connection_updates, email_well_notifications, brief_section_header, brief_section_cash, brief_section_carousel, brief_section_agenda, brief_section_todos, brief_section_tomorrow-meetings, brief_section_business-watch, brief_section_detail, brief_section_main-button, brief_email, unassigned_task_default.

Pass keys to limit the read to specific keys; omit it to get every preference currently set. A key with no value set anywhere is simply absent from preferences, never returned as null or an empty string. invoice_design comes back as the invoice design options object { layout, theme, locale, payment_terms_note_id, tax_rate_id, legal_mentions_note_id, payment_means_id }, the same object well_generate_document takes as design. To save it on an invoice with well_update_invoice_design, convert each key to its design_* attribute (layout → design_layout, payment_means_id → design_payment_means_id, …).

Pass namespace to read the values saved for one subject, e.g. "customer:<company_id or person_id>" for one customer's invoice design. A namespaced read returns only that namespace's values and never falls back to the un-namespaced ones; read without namespace too when the house default should apply.

The pre-meeting note is off until the member's pre_meeting_note is "on", whatever the schedule list shows; an un-namespaced read always returns it as "on" or "off".

mail_sender_choice is a member-private key read one sender at a time: pass namespace set to the namespace that well_list_mail_senders returns for that sender, and it comes back as { choice, sender } from the caller's own saved row only. No other member's choice and no workspace default is returned for it. To read the choices of many senders at once, call well_get_mail_sender_choices.

A read without namespace also returns invoice_layouts: every invoice design, as { layout, name, description: { fr, en } }, the default design first. Name a design to the user only with its name and its description in the conversation's language, and save the layout of the one they pick.

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
keysNoLimit the read to these keys; omit for every preference currently set.
namespaceNoRead the values saved for one subject, e.g. "customer:<company_id or person_id>". Omit for none.
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.

Output Schema

NameRequiredDescriptionDefault
errorNo
successYes
namespaceNo
preferencesYes
conversation_idNoThe conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.
invoice_layoutsNo
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.
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
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "invoice_card_payment_link",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics",
      -  "pre_meeting_note",
      -  "bank_connect_offer",
      -  "email_weekly_digest",
      -  "email_connection_updates",
      -  "email_well_notifications",
      -  "brief_section_header",
      -  "brief_section_cash",
      -  "brief_section_carousel",
      -  "brief_section_agenda",
      -  "brief_section_todos",
      -  "brief_section_tomorrow-meetings",
      -  "brief_section_business-watch",
      -  "brief_section_detail",
      -  "brief_section_main-button",
      -  "brief_email",
      -  "unassigned_task_default"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "invoice_card_payment_link",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "missing_invoice_duplicate_verdicts",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "pre_meeting_note",
      +  "bank_connect_offer",
      +  "email_weekly_digest",
      +  "email_connection_updates",
      +  "email_well_notifications",
      +  "brief_section_header",
      +  "brief_section_cash",
      +  "brief_section_carousel",
      +  "brief_section_agenda",
      +  "brief_section_todos",
      +  "brief_section_tomorrow-meetings",
      +  "brief_section_business-watch",
      +  "brief_section_detail",
      +  "brief_section_main-button",
      +  "brief_email",
      +  "unassigned_task_default"
      +]
  2. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics",
      -  "pre_meeting_note",
      -  "bank_connect_offer",
      -  "email_weekly_digest",
      -  "email_connection_updates",
      -  "email_well_notifications",
      -  "brief_section_header",
      -  "brief_section_cash",
      -  "brief_section_carousel",
      -  "brief_section_agenda",
      -  "brief_section_todos",
      -  "brief_section_tomorrow-meetings",
      -  "brief_section_business-watch",
      -  "brief_section_detail",
      -  "brief_section_main-button",
      -  "brief_email",
      -  "unassigned_task_default"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "invoice_card_payment_link",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "pre_meeting_note",
      +  "bank_connect_offer",
      +  "email_weekly_digest",
      +  "email_connection_updates",
      +  "email_well_notifications",
      +  "brief_section_header",
      +  "brief_section_cash",
      +  "brief_section_carousel",
      +  "brief_section_agenda",
      +  "brief_section_todos",
      +  "brief_section_tomorrow-meetings",
      +  "brief_section_business-watch",
      +  "brief_section_detail",
      +  "brief_section_main-button",
      +  "brief_email",
      +  "unassigned_task_default"
      +]
  3. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics",
      -  "pre_meeting_note",
      -  "bank_connect_offer",
      -  "brief_section_header",
      -  "brief_section_carousel",
      -  "brief_section_agenda",
      -  "brief_section_welcome-agenda",
      -  "brief_section_todos",
      -  "brief_section_tomorrow-meetings",
      -  "brief_section_welcome-inbox",
      -  "brief_section_business-watch",
      -  "brief_section_detail",
      -  "brief_section_main-button",
      -  "brief_email"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "pre_meeting_note",
      +  "bank_connect_offer",
      +  "email_weekly_digest",
      +  "email_connection_updates",
      +  "email_well_notifications",
      +  "brief_section_header",
      +  "brief_section_cash",
      +  "brief_section_carousel",
      +  "brief_section_agenda",
      +  "brief_section_todos",
      +  "brief_section_tomorrow-meetings",
      +  "brief_section_business-watch",
      +  "brief_section_detail",
      +  "brief_section_main-button",
      +  "brief_email",
      +  "unassigned_task_default"
      +]
  4. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics",
      -  "pre_meeting_note",
      -  "bank_connect_offer",
      -  "brief_email"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "pre_meeting_note",
      +  "bank_connect_offer",
      +  "brief_section_header",
      +  "brief_section_carousel",
      +  "brief_section_agenda",
      +  "brief_section_welcome-agenda",
      +  "brief_section_todos",
      +  "brief_section_tomorrow-meetings",
      +  "brief_section_welcome-inbox",
      +  "brief_section_business-watch",
      +  "brief_section_detail",
      +  "brief_section_main-button",
      +  "brief_email"
      +]
  5. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics",
      -  "bank_connect_offer",
      -  "brief_email"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "pre_meeting_note",
      +  "bank_connect_offer",
      +  "brief_email"
      +]
  6. Changed3 schema fields changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics",
      -  "bank_connect_offer"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "bank_connect_offer",
      +  "brief_email"
      +]
    • 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"
      +]
  7. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "proactive_messages",
      -  "touchbase_afternoon",
      -  "touchbase_eod",
      -  "touchbase_afternoon_workspace",
      -  "touchbase_eod_workspace",
      -  "customer_facts_note_id",
      -  "extension_install_offer",
      -  "cash_scope",
      -  "todo_kind_mutes",
      -  "customer_answers_alone_topics"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics",
      +  "bank_connect_offer"
      +]
  8. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "connector_write_trust",
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "customer_facts_note_id",
      -  "cash_scope",
      -  "customer_answers_alone_topics"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "proactive_messages",
      +  "touchbase_afternoon",
      +  "touchbase_eod",
      +  "touchbase_afternoon_workspace",
      +  "touchbase_eod_workspace",
      +  "customer_facts_note_id",
      +  "extension_install_offer",
      +  "cash_scope",
      +  "todo_kind_mutes",
      +  "customer_answers_alone_topics"
      +]
  9. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "customer_facts_note_id",
      -  "cash_scope",
      -  "customer_answers_alone_topics"
      -]New value: +[
      +  "connector_write_trust",
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "customer_facts_note_id",
      +  "cash_scope",
      +  "customer_answers_alone_topics"
      +]
  10. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "customer_facts_note_id",
      -  "cash_scope"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "customer_facts_note_id",
      +  "cash_scope",
      +  "customer_answers_alone_topics"
      +]
  11. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "message_policy",
      -  "customer_facts_note_id"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "customer_facts_note_id",
      +  "cash_scope"
      +]
  12. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines",
      -  "customer_facts_note_id"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "message_policy",
      +  "customer_facts_note_id"
      +]
  13. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer",
      -  "sunday_routines"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines",
      +  "customer_facts_note_id"
      +]
  14. Changed2 schema fields changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer",
      -  "invoice_payment_account",
      -  "payment_link_reconnect_offer"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer",
      +  "sunday_routines"
      +]
    • 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."
  15. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "timezone",
      -  "bank_account_offer"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer",
      +  "invoice_payment_account",
      +  "payment_link_reconnect_offer"
      +]
  16. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice",
      -  "bank_account_offer"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "timezone",
      +  "bank_account_offer"
      +]
  17. Changed1 schema field changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name",
      -  "form_of_address",
      -  "mail_sender_choice"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice",
      +  "bank_account_offer"
      +]
  18. Changed2 schema fields changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design",
      -  "action_trust",
      -  "preferred_name"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name",
      +  "form_of_address",
      +  "mail_sender_choice"
      +]
    • 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"
      +}
  19. Changed3 schema fields changed
    • changedInput schema / properties / keys / items / enum
      Previous value: -[
      -  "invoice_default_layout",
      -  "invoice_design"
      -]New value: +[
      +  "invoice_default_layout",
      +  "invoice_design",
      +  "action_trust",
      +  "preferred_name"
      +]
    • changedOutput schema / properties / invoice_layouts / items / properties / layout / enum
      Previous value: -[
      -  "statement",
      -  "terminal",
      -  "proposal",
      -  "banking",
      -  "feenote",
      -  "studio",
      -  "masthead",
      -  "headline"
      -]New value: +[
      +  "statement",
      +  "terminal",
      +  "proposal",
      +  "banking",
      +  "feenote",
      +  "studio",
      +  "masthead",
      +  "headline",
      +  "template"
      +]
    • 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"
      +}
  20. Changed1 schema field changed
    • addedOutput schema / properties / invoice_layouts
      Added value: +{
      +  "items": {
      +    "additionalProperties": false,
      +    "properties": {
      +      "description": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "en": {
      +            "type": "string"
      +          },
      +          "fr": {
      +            "type": "string"
      +          }
      +        },
      +        "required": [
      +          "fr",
      +          "en"
      +        ],
      +        "type": "object"
      +      },
      +      "layout": {
      +        "enum": [
      +          "statement",
      +          "terminal",
      +          "proposal",
      +          "banking",
      +          "feenote",
      +          "studio",
      +          "masthead",
      +          "headline"
      +        ],
      +        "type": "string"
      +      },
      +      "name": {
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "layout",
      +      "name",
      +      "description"
      +    ],
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
  21. Added

TDQS

A4.9/5.0
Behavior5/5

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

Beyond the readOnly/destructive annotations, the description discloses important behavior: missing keys are absent rather than null or empty, namespaced reads never fall back to un-namespaced values, `pre_meeting_note` is normalized to on/off, `mail_sender_choice` is member-private with no workspace default, and un-namespaced reads additionally return `invoice_layouts`. These details materially affect how an agent interprets results.

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?

The description is front-loaded with purpose and resolution rules, then organized by parameter-specific behavior, which makes it readable despite its length. However, the long 'Known keys' list duplicates the schema enum and does not add information beyond the structured field, so it is a minor conciseness cost.

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

Completeness5/5

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

For a five-parameter, non-trivial read with an output schema, the description covers the important edge cases: key omission, selective reads, namespaced reads, workspace ambiguity, special cases like `mail_sender_choice`, and the extra `invoice_layouts` return. Nothing essential for correct invocation or interpretation appears to be missing.

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

Parameters5/5

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

Although schema coverage is already 100%, the description adds substantial meaning beyond the schema: it explains the subject format and non-fallback behavior for `namespace`, the multi-workspace selection rule for `workspace_id`, the family-merging semantics of `workspace_scope`, and the conversation-continuity role of `conversation_id`. It also documents the shape of `invoice_design` and how it maps to `design_*` attributes for later writes.

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?

The description opens with a specific verb and resource: 'Get resolved preference values for the caller in this workspace.' It immediately clarifies the resolution hierarchy (caller override, then workspace default, then absent), which distinguishes this read from a raw preference-table lookup.

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

Usage Guidelines5/5

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

It gives explicit branching guidance: pass `keys` to limit the read, omit it for everything; pass `namespace` for one subject but read without it when the house default should apply; and call `well_get_mail_sender_choices` instead when reading many senders at once. It also tells the agent exactly what to do depending on whether the token authorizes one workspace or several.

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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