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Set a transaction's ledger account

well_set_transaction_ledger_account

Attach ONE transaction to the ledger account its journal entry should post to — the write that clears a posting gap.

REQUIRED: transaction_id, from well_list_unposted_transactions. ledger_account_id — an account id from that read's ledgerCatalog, or from the row's own ledger_suggestions. Pass null to DETACH the account rather than to leave it unchanged; omitting the field is not how you clear one, because the field is required here.

Attaching the account does not, on its own, clear the gate. The worklist selects on posting attempts, not on whether an account is present, so a row you attach and leave will come back on the next read. Posting is what clears it.

Set no_invoice_expected: true to post the entry in the same call. Send it ONLY for a row whose expects_supplier_invoice is false on well_list_unposted_transactions, which is the read that carries that field: it asserts that no supplier invoice is coming, which is what makes the transaction bookable on its own. A row still waiting for its invoice must be attached WITHOUT it — the invoice is its blocker, and posting early books an entry the invoice would then contradict.

Omit the field and nothing posts: the account is recorded and the row stays on the worklist.

Most categories already imply their account — the chart maps each category key to a canonical code — so reach for this for the rows the category alone cannot settle, and for a deliberate override.

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

NameRequiredDescriptionDefault
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.
transaction_idYesThe transaction to attach, from well_list_unposted_transactions.
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.
ledger_account_idYesThe ledger account to attach. `null` DETACHES the account currently on the row.
no_invoice_expectedNoAssert no supplier invoice is coming, and post the entry to the attached account in the same call. Only for a row whose `expects_supplier_invoice` is false.

Output Schema

NameRequiredDescriptionDefault
errorNo
postedNo
successYes
transaction_idNo
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.
posting_outcomeNo
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. 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. Added

TDQS

A4.8/5.0
Behavior5/5

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

Annotations declare write (readOnlyHint=false) and non-destructive, but the description carries the real behavioral weight: attaching alone does not clear the gate, posting does; posting early on an invoice-pending row books an entry the invoice will contradict; omitting no_invoice_expected records the account without posting. This is exactly the context annotations cannot express.

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 the core action, then layered with preconditions in priority order. The gate-clearing point is stated twice ('the write that clears a posting gap' and 'attaching the account does not, on its own, clear the gate'), which is defensible emphasis but pushes the text toward the long side.

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?

An output schema exists so return values needn't be explained; what remains — required fields, the attach-vs-post distinction, the detach semantics, and workspace scoping — is fully covered. Nothing an agent needs in order 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.

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3, but the description adds genuine value: it explains that null DETACHES rather than leaves unchanged, and that omitting the required field is not how you clear one. It also constrains no_invoice_expected to rows whose expects_supplier_invoice is false, a precondition the schema only hints at.

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?

States a specific verb and resource (attach ONE transaction to a ledger account), plus the downstream effect ('the write that clears a posting gap'). It also carves out when this is the right tool versus the category-implied default path, so an agent can separate it from well_set_transaction_category and well_assign_account.

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?

Explicit when-to-use (rows the category alone cannot settle, deliberate overrides), when-not-to-use (rows still awaiting an invoice must be attached WITHOUT no_invoice_expected), and the consequence of omission (nothing posts, row stays on the worklist). It also gives the workspace_id decision rule for single- vs multi-workspace tokens.

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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