Well

List ledger accounts

well_list_ledger_accounts

Read-only

List the workspace's chart of accounts (COA) — every ledger account a counterparty default or a transaction can be assigned to. Use it to name a real ledger_account_id in a write instead of guessing one.

Each account carries id (the ledger_account_id the writes take), name, and code (its account number, e.g. "401" for a vendor or "411" for a customer under the FR PCG) where the account has one.

truncated: true means the chart holds MORE accounts than this page carries; read the rest with well_query_records on the ledger_accounts root.

success: false means the chart could not be read, NOT that the workspace has none. An empty accounts on a failed read is unknown, never "no chart of accounts".

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
`limit`	No	Max accounts to return; the chart is capped either way.
`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.
`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
`error`	No
`success`	Yes
`accounts`	Yes
`returned`	No
`truncated`	No
`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.

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedOct 28, 2026
- 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"
+]
```

Changed1 schema field changedOct 12, 2026

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."

Changed1 schema field changedOct 8, 2026

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"
+}

Changed1 schema field changedOct 6, 2026

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"
+}

AddedSep 22, 2026

TDQS

A4.9/5.0

Behavior5/5

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

Goes well past the annotations: explains that truncated:true means more accounts exist than this page carries, that success:false means an unreadable chart rather than an empty one, and that an empty accounts array on a failed read is unknown rather than 'no chart of accounts'. That is precisely the failure-mode context the readOnlyHint/destructiveHint annotations cannot convey.

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 purpose, then field semantics, then a bolded truncation warning and a bolded error-semantics warning, so a skimming agent still catches the two riskiest facts. It runs five short blocks, which is slightly long for a list tool, but no sentence is filler.

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?

Output schema exists, yet the description still tells the agent what the returned account record contains and how to interpret id, code and truncation. Combined with the failure-mode warning and the lazy-vs-explicit workspace_id rule, nothing needed to call this correctly is 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?

Schema coverage is already 100%, so the 3 baseline applies, and the description still adds routing logic for workspace_id — refuse to guess across multiple authorized workspaces — plus intent context that the returned id is what writes accept. It leaves limit to the schema, which already says the chart is capped either way.

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?

Names a specific verb and resource (list the workspace's chart of accounts) and immediately scopes what an account is: every ledger account a counterparty default or transaction can be assigned to. It also states the payload shape (id/name/code) and distinguishes the read from the sibling create/update/delete ledger-account tools.

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?

Explicitly states the use case — resolve a real ledger_account_id before a write instead of guessing — and gives the continuation path (well_query_records on the ledger_accounts root) when truncated is true. It also gives the exact call condition for workspace_id: call directly with a single-workspace token, pass workspace_id when several are authorized.

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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