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Show accounting settings

well_show_accounting_settings
Read-only

Draw the accounting-setup card so the USER reviews and confirms the workspace's accounting settings: country of incorporation, incorporation date, tax ID, fiscal year start, base currency, and accounting framework.

This is the tool for every step that asks the user to complete, review, or CONFIRM the accounting settings — the close-books settings step, an onboarding "set up your books" step. It DRAWS the card, shows each row's provenance and the stored "Suggested" fills, lets the user edit what is wrong, and waits for their Confirm. Reach for it directly on such a step; do NOT read the settings first with the silent tool and then decide to draw — drawing the card IS the step.

The card gates its Confirm on the required set (fiscal year start and base currency by default; widen it with required when a step needs more). ONLY when a step needs the values WITHOUT the user seeing a card (a silent gate check) call well_get_accounting_settings instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNoHeading for the accounting-setup card, OVERRIDING the default wording. Use it to frame the step in its flow (e.g. "Confirm your accounting settings for the close"). At most 120 characters. Omit for the default wording.
requiredNoThe card fields the user MUST fill before Confirm is enabled, as an exact list from ["country","incorporation_date","tax_id","fiscal_year_start_month","base_currency","accounting_framework"]. Omit to gate on the default set ["fiscal_year_start_month","base_currency"]; widen it when a step needs more (never narrow below the default).
subtitleNoSupporting line under the card's heading. At most 240 characters. Omit for the default.
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.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
errorNo
successYes
requiredNo
settingsNo
next_stepNoWhat to do with the card this result renders. Added by the dispatcher when the card asks for a click.
suggestionsNo
conversation_idNoThe conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.
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. 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"
      +}
  2. Added

TDQS

A4.6/5.0
Behavior5/5

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

The annotations already mark it read-only and non-destructive, and the description builds on that by disclosing that it shows provenance and Suggested fills, lets the user edit, waits for Confirm, and gates Confirm on the required set. It also clarifies the tool is the step itself, not a pre-read followed by a draw. No contradiction with annotations.

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?

The description is front-loaded with the core purpose and each subsequent sentence adds routing or behavior guidance. It is longer than a minimal definition, but the length is justified by the interactive nature of the tool and the need to distinguish it from its silent-read sibling.

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?

Given an output schema is present, the description need not enumerate return values. It covers what the card does, when to use it, when not to, how required gating works, and which sibling to call instead. Nothing essential for selecting and invoking the tool is missing.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already documents every parameter in detail. The description adds the default/widening behavior of the required set, but that is also present in the schema's required parameter description, so it adds little beyond the structured metadata.

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 opens with a specific verb-resource pair ('Draw the accounting-setup card') and enumerates the exact settings it displays. It distinguishes itself from well_get_accounting_settings by declaring this tool draws and waits for confirmation rather than silently reading.

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?

It states explicitly that this is the tool for every step asking the user to complete, review, or confirm accounting settings, and even gives an anti-pattern: do not read first with the silent tool. It names the alternative, well_get_accounting_settings, as the only correct choice when values are needed without showing a card.

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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