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Set own company

well_set_own_company
Destructive

Set which company the workspace itself IS — the confirmed own-company anchor.

REQUIRED: company_id — a company that ALREADY EXISTS in this workspace. Obtain it with well_query_records (companies) or well_create_company; this tool never creates one.

This is a deliberate, accounting-critical write, not a convenience. Anchoring the own company overwrites the workspace's legal identity on its accounting settings (including clearing fields when the anchor moves), records a manual-confirm audit row, and syncs the billing customer name. It never re-posts existing journal entries. Confirm the exact company with the user before calling; never guess one from a name.

Only a workspace owner or admin may set the own company. A caller without that role is refused, not silently ignored.

well_start_close hard-gates on this anchor: a workspace with no own company cannot start a close.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
company_idYesThe UUID of a company already in this workspace to anchor as its own company.
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.
idempotency_keyNoOptional client-supplied key. A retried write with the same key returns the original result instead of re-applying the operation.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNo
successYes
own_company_idNo

TDQS

A4.9/5.0
Behavior5/5

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

Beyond annotations, the description discloses that this is an accounting-critical write that overwrites the workspace's legal identity, clears fields when the anchor moves, records a manual-confirm audit row, and syncs the billing customer name. It also states what it does not do—re-post journal entries—and that unauthorized callers are refused, not silently ignored. These details align with destructiveHint=true and add significant safety context.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with bolded section labels and front-loads the core purpose before diving into details. Each sentence adds a distinct, non-redundant fact: prerequisite, side effects, boundary of behavior, authorization, and dependency. The length is justified by the sensitivity and complexity of the write operation.

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?

The description covers prerequisites, authorization, side effects, what the operation does not do, and a hard-gate dependency on well_start_close. With an output schema present and annotations aligning with the described behavior, nothing essential is missing for an agent to select and invoke this tool correctly.

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

Parameters4/5

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

The schema already documents all three parameters at 100% coverage, but the description adds crucial semantics for company_id: it must already exist in the workspace, can be obtained via well_query_records or well_create_company, and this tool never creates one. It does not add extra meaning for workspace_id or idempotency_key, but the schema descriptions for those are sufficient.

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 states a precise operation—setting which existing company is the workspace's own-company anchor—and distinguishes itself from creation tools by explicitly saying 'this tool never creates one.' It also names related tools like well_query_records and well_create_company for obtaining the company_id, making its role clear relative to siblings.

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?

The description gives explicit guidance: company_id must reference an already-existing workspace company, how to obtain it, and the instruction to confirm the exact company with the user before calling. It also specifies the workspace owner/admin role restriction and notes that well_start_close hard-gates on this anchor, so an agent knows the prerequisite and consequence context.

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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TDQS

A4.5/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose: CRUD for companies, people, and invoices; financial analytics (cash, cost, runway, holdings); connector management and invocation; schema discovery; querying; reconciliation; and contact channel management. No two tools could be confused for the same action.

Naming Consistency5/5

All tools follow the `well_verb_noun` pattern with consistent verb choices (create, get, list, update, delete, add, remove, run, resolve, query, invoke). The naming is predictable and makes the tool's purpose immediately clear.

Tool Count4/5

With 26 tools, the set is slightly above the ideal 3-15 range, but every tool earns its place given the breadth of the domain (CRM, invoicing, financial analytics, reconciliation, connector management). The count is well-scoped and not excessive.

Completeness4/5

The tool surface covers core CRUD, financial KPIs, reconciliation, and connector management. Minor gaps exist (e.g., no direct tool to update contact channels or manage accounts), but the query and schema tools allow agents to work around them, and the primary workflows are fully supported.

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