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Run register diff

well_run_register_diff

Diff a workspace's bank transactions against its accounting-register transactions (e.g. QuickBooks), and persist the result.

  • Every match — hard evidence (structured reference, IBAN, tax ID) or inference-only (memo/payee reading) — is raised as a review task with the candidate already attached (raised_for_review). Nothing links automatically; resolve with well_resolve_reconciliation_task once a human decides.

  • Bank transactions with no register counterpart come back as missing_in_register_ids, each also minted as a gap review task (gaps_proposed) — resolve one with well_resolve_register_diff_gap once a human names the two ledger accounts. gaps_already_proposed counts gaps re-surfaced from an earlier run that already have an open, unresolved proposal.

  • Bank transactions NOT confirmed absent from the register come back as contended_in_register_ids — never minted as a gap. Two cases land here: (1) a plausible match lost to a higher-confidence sibling transaction this run, so the register-side movement is already accounted for by the winner; (2) the matcher couldn't produce a trustworthy answer (an invalid model response or a provider failure), so absence was never confirmed. Re-run the diff later; a genuine gap or duplicate should resolve itself once the winner's review task is handled or the matcher succeeds.

  • Register entries no bank transaction explains come back as unexplained_in_register_ids.

Returns { enabled: false, ... } with all counts 0 if the workspace's register-diff feature is off.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
since_dateNoOnly diff bank transactions on/after this date (YYYY-MM-DD).
workspace_idNoTarget workspace. Omit when the token authorizes one workspace. Required when it authorizes several — a write lands in exactly one workspace and this call would not say 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.
idempotency_keyNoOptional client-supplied key. A retried write with the same key returns the original result instead of re-applying the operation.
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.
bank_workspace_connector_idYesThe bank connector's workspace_connector_id (e.g. Plaid).
register_workspace_connector_idYesThe accounting connector's workspace_connector_id (e.g. QuickBooks).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNo
enabledNo
matchedNo
successYes
gaps_proposedNo
already_linkedNo
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.
raised_for_reviewNo
missing_in_registerNo
conversation_id_noteNoPresent only when the server opened a fresh lane, stating that no choice recorded earlier was read.
contended_in_registerNo
gaps_already_proposedNo
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.
missing_in_register_idsNo
unexplained_in_registerNo
contended_in_register_idsNo
unexplained_in_register_idsNo

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. Changed1 schema field changed
    • 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"
      +}
  3. Changed1 schema field changed
    • 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"
      +}
  4. Changed4 schema fields changed
    • addedInput schema / properties / conversation_id
      Added value: +{
      +  "description": "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.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / conversation_id
      Added value: +{
      +  "description": "The conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / conversation_id_note
      Added value: +{
      +  "description": "Present only when the server opened a fresh lane, stating that no choice recorded earlier was read.",
      +  "type": "string"
      +}
    • addedOutput schema / properties / conversation_id_source
      Added value: +{
      +  "description": "Where the conversation id came from: the host's own request meta, the caller's argument, or a fresh lane the server opened.",
      +  "enum": [
      +    "host_meta",
      +    "argument",
      +    "minted"
      +  ],
      +  "type": "string"
      +}
  5. Changed1 schema field changed
    • changedInput schema / properties / workspace_id / description
      Previous value: -"Target workspace. Omit to use the only authorized workspace, or (for read tools) to query all authorized workspaces grouped by workspace. Required for write tools when the token authorizes more than one workspace."New value: +"Target workspace. Omit when the token authorizes one workspace. Required when it authorizes several — a write lands in exactly one workspace and this call would not say which."
  6. Added

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