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List expense notes

well_list_expense_notes
Read-only

List the expense notes of the person who asks: payments they made with their own money for a company, which the company owes them back. It writes nothing.

It returns the notes this workspace holds (a company workspace) and the notes whose payment sits in this workspace (the person's own workspace), the 50 newest by expense_date. Each note carries the company workspace that owes it (company_workspace_id, company_workspace_name), the person's payment (source_workspace_id, transaction_id), the receipt when one is on file (invoice_id), amount as a decimal string in major units of currency (a magnitude, never signed), expense_date (YYYY-MM-DD) and description.

A note says nothing about whether the company paid it back. To know, read the person's incoming bank movements in source_workspace_id: money of the same amount and currency, dated on or after expense_date. An empty list means the person recorded no note here, not that nothing is owed.

success: false means the read failed, for example when the call names no person (an API key). Never say the person has no expense note then.

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

TableJSON 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.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNo
successYes
expense_notesNo
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.
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 / 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."
  2. Added

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