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Show retargetable connectors

well_show_retargetable_connectors
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Draw the connector-follow card so the USER moves a bank (or other ledger) connection from their personal workspace to this company workspace.

A connection made in a personal workspace syncs its transactions there, where they cannot post. This card lists each such connection the person may move here (they run both workspaces; this workspace may be a child or a sibling of the personal one), with how strongly it was proved to belong here and how much history moves with it, pre-ticks the strong matches, and on Confirm moves the ones the user keeps: the connection and every transaction it already synced change workspace, so nothing is pulled twice.

Draw it to SHOW the user the connectors they can bring across, let them pick which, and CONFIRM the bring-across: on the close-books bank step once at least one candidate carries a proof tier other than "no_match" and a transaction count above zero, or when the user asks to move a connection and its data to this workspace, whatever the tier and whether or not this workspace already holds transactions. Drawing the card IS that step, and it waits for the user's Confirm. ONLY when a step needs the candidate count WITHOUT the user seeing a card (a silent gate check that decides whether to offer the card at all) call well_list_retargetable_connectors instead.

Input Schema

NameRequiredDescriptionDefault
titleNoHeading for the connector-retarget card, OVERRIDING the default wording. Use it to frame the step in its flow (e.g. "Bring your bank across for the close"). At most 120 characters. Omit for the default wording.
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.
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.

Output Schema

NameRequiredDescriptionDefault
errorNo
successYes
next_stepNoWhat to do with the card this result renders. Added by the dispatcher when the card asks for a click.
candidatesNo
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.
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. Changed6 schema fields changed
    • removedOutput schema / properties / candidates / items / properties / earliest_transaction_date / anyOf
      Removed value: -[
      -  {
      -    "type": "string"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]
    • addedOutput schema / properties / candidates / items / properties / earliest_transaction_date / type
      Added value: +[
      +  "string",
      +  "null"
      +]
    • removedOutput schema / properties / candidates / items / properties / latest_transaction_date / anyOf
      Removed value: -[
      -  {
      -    "type": "string"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]
    • addedOutput schema / properties / candidates / items / properties / latest_transaction_date / type
      Added value: +[
      +  "string",
      +  "null"
      +]
    • 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"
      +]
  2. 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."
  3. 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"
      +}
  4. 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"
      +}
  5. 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"
      +}
  6. Added

TDQS

A3.8/5.0
Behavior2/5

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

The description discloses genuinely useful behavior beyond the annotations: the card blocks and waits for the user's Confirm, and on Confirm the connection plus every already-synced transaction changes workspace. But that described outcome is a state-changing move of data between workspaces, which sits in tension with readOnlyHint=true and destructiveHint=false; the description never reconciles the card render with the mutation it triggers, nor says whether the move is reversible once confirmed.

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

Conciseness3/5

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

Purpose is front-loaded, but roughly 300 words carry a lot of restatement: the personal-workspace sync rationale and the 'bring across' framing recur, and the decisive when-to-draw conditions sit in the third paragraph after a long preamble. The final ONLY/if-not sentence is crisply structured, which offsets some of the bloat.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With an output schema, full annotation coverage, and fully documented parameters, the description covers the remaining burden: triggers, the excluded alternative, pre-ticked strong matches, and the post-confirm data movement. What is missing is narrower — behavior when zero candidates qualify and whether a confirmed move can be undone.

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% across all five parameters, each already documented with format and intent (including the conversation_id round-tripping rule and the workspace_scope family semantics). The prose adds no parameter-level meaning whatsoever, so the baseline 3 applies rather than a higher score.

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 first sentence names a concrete verb and resource: 'Draw the connector-follow card so the USER moves a bank (or other ledger) connection from their personal workspace to this company workspace.' It also distinguishes the tool from the sibling that reports the same data headlessly, `well_list_retargetable_connectors`, so an agent can route between the two without opening either schema.

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 explicit triggering conditions (the close-books bank step when a candidate has a proof tier other than 'no_match' and a positive transaction count, or any user request to move a connection and its data) and an explicit exclusion with the alternative tool for the silent gate-check case. The when-not case is named rather than merely implied.

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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