List accounts needing a company
well_list_accounts_needing_companyList the workspace's accounts that cannot yet be placed on either side of a transfer, so a figure that depends on account ownership can say exactly what is missing before it is computed.
Two states, ONE worklist, because they answer one question — whose account is this:
No company attached. Nothing can place the account on either side of a transfer.
ownership: "unknown". The account has a company, and whether the workspace owns it is unanswered.
The second is not the lesser case. An account left unknown sits outside the internal-transfer rule exactly as an unattached one does.
This is a gate on a FIGURE, not a tidiness list. well_sum_transactions with exclude_internal_transfers keeps the rows with exactly one leg on an account the workspace OWNS, and drops the two-leg ones. So an account's ownership decides whether its movements count as money leaving the business. An account wrongly marked as the workspace's own removes real spend from the figure, quietly, with no error anywhere.
Do not propose an owner of your own. You cannot read one off an account's name, its bank, or the company that appears most often beside it — a name-shaped match proposes the company minted FROM that name, and the bank that issues an account is not its owner. Where the system HAS a grounded proposal it rides on the row as company_suggestion, and the card is where a reader accepts it. unknown is a truthful state and a wrong classification is not.
Each row carries account_id (pass it to well_assign_account), account_name, iban, currency, the company_id and company_name already attached when the gap is the ownership rather than the link, and ownership.
own_company_id names the company that IS the workspace. It is what settles ownership without guessing: an account attached to that company is the business's own, and one attached to any other company belongs to a counterparty. When it is null the workspace has set no anchor, so nothing here settles ownership and the account stays unknown until a reader says otherwise.
The companies a reader can pick ride alongside the rows, capped. When the workspace holds more than the cap, narrow them with company_search rather than assuming the card carries every company.
A row whose ownership is already workspace carries company_suggestion: the company that IS the workspace, which is what such an account belongs to by definition. The field is ABSENT on a counterparty or still-unknown row, and on a workspace with no anchor set — absent means nothing grounded a guess, never that the row was checked and has no owner. It is a proposal for a reader to accept, not a decision: ownership decides whether an account sits in the workspace's own set at all, so never write it without the reader choosing it.
truncated: true means the page filled and more accounts exist, so report the count as a floor rather than as the total.
success: false means the worklist is UNKNOWN, not empty. The read failed, so no count exists. An empty records on a failed read is not "every account is settled" — treating it that way lets a figure be computed on evidence it never obtained.
When the user asks to see, list or fix these rows, call this tool directly: its card is the answer. ⚠️ This tool draws its card on EVERY call, the empty one included. So when nobody asked for the list and you only need to CHECK whether anything is left (the first pass of a gate, or a re-check after a repair), call well_get_worklist_status({ worklist: "accounts_needing_company" }) first. It draws nothing. Call this tool after it only when it answers open: true.
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
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max accounts to return (default 200). | |
| 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. | |
| company_search | No | Narrows the companies offered on the card by name, server-side. Use it when the workspace holds more companies than one page and the one the user means is not on it. | |
| 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. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | ||
| records | Yes | ||
| success | Yes | ||
| returned | No | ||
| truncated | No | ||
| own_company_id | No | The company that IS the workspace; null when no anchor is set. | |
| company_catalog | No | How many companies the card was given against how many the workspace holds. `truncated: true` means the one the user means may not be on the card — narrow with `company_search`. | |
| 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. |