Well

Switch workspace

well_switch_workspace

Write this conversation's context: the one place its standing choices live. This is the tool the widget cards call when the user CLICKS them: the workspace pin and queue, the selected months, the selected counterparties, and the step acknowledgements are all recorded here, and every later tool call defaults to them.

Pass any of:

workspace_ids (ordered list): the workspaces to work in. The FIRST entry becomes the pin and the rest the workspace_queue to work through next. Every id must be one this connection is already authorized for — call well_list_workspaces to see them. This grants no new access; it only chooses among the authorized workspaces.
periods: the months the user VALIDATED on the period card ({ calendar_year, calendar_month } each). Period-scoped reads (well_list_missing_invoices, well_preview_invoice_fetch) default to them when called without a period. Send it only for the user's month selection — never to bound a counterparty pick, which would overwrite that selection.
counterparties: the counterparties (vendors) the user selected, each { company_id, matched_connector_service_id }. Copy both ids off the row you listed them from; pass no display name. The selection belongs to the workspace this call is dispatched to, and a switch to another workspace clears it. One conversation holds one selection, so a new one replaces it; a selection sent for a workspace this conversation has switched away from is REFUSED instead, so a card the flow moved past cannot overwrite the pinned workspace's selection.
counterparty_periods: the months the counterparties card listed, sent alongside counterparties. The pick then narrows those months only, and a month it never covered is read in full. With none named, the months this conversation already holds bound the pick. This never becomes the conversation's selected months.
exempt_categories: the category keys the user marked as NOT burn on the exemption card, copied off what well_list_burn_exemptions returned. An EMPTY list is a real answer and records that they exempted nothing; omit the field entirely when they have not answered yet. The set belongs to the workspace this call is dispatched to, and a switch to another workspace clears it, but a change of months does not, because a category is or is not burn for the business whatever window is read next. One conversation holds one set, so a new one replaces it.
record_graph_selection: the records the user confirmed on a well_show_record_graph_summary card's Continue click, as { root, records: [{ id, label }] }. Copy each id and label straight off the card's rail — never guess a label from memory. The selection belongs to the workspace this call is dispatched to, and a switch to another workspace clears it. One conversation holds one selection, so a new one replaces it; a selection sent for a workspace this conversation has switched away from is REFUSED instead, so a card the flow moved past cannot overwrite the pinned workspace's selection.
recurring_contexts: the billing context keys the user counts as recurring revenue on the recurring-contexts card, copied off what well_list_recurring_contexts returned. An EMPTY list is a real answer and records that they count nothing as recurring. It is scoped, cleared and replaced exactly like exempt_categories.
counted_account_types: the account types the user ticked as cash on the cash-scope card, copied off what well_list_cash_scope returned. An EMPTY list is a real answer and records that they count nothing as cash, which ends the run rather than reporting a zero total. It is scoped, cleared and replaced exactly like exempt_categories.
ack: "connectors", "bank", "categorize", "assign", "deploy", "invite", "company_pick", "demo_handoff" or "export": records that the user answered that flow step, in the workspace this call is dispatched to. "company_pick" is the company candidates card's own ack: the card sends it on its Use click alongside the pin to the new company workspace, on its Keep for later without moving the pin, and on its "Not a company of mine" with ack_outcome "declined" beside the offered candidate ids, so you do not send it yourself. "demo_handoff" is the continue tile's own ack in the same way: the tile sends it with ack_outcome "done", alongside the pin to the person's own workspace and the picked next_step. "categorize", "deploy", "retarget", "company_pick" and "invite" also take ack_outcome: "done" when the user carried the step out, "keep_for_later" when they set it aside; both end the step. "export" ends the step on its Confirm alone, with no outcome. A switch to another workspace clears it, so the next workspace's card asks for its own click. An acknowledgement sent for a workspace this conversation has switched away from is REFUSED instead, so a card the flow moved past cannot un-confirm the step the pinned workspace's own card recorded.
workspace_pick_outcome: the workspace picker card's own field. Its Not now sends "keep_for_later": the pin and the queue stay where they are, and the wait on kind "workspace" returns the outcome instead of a workspace. You do not send it yourself.
next_step: the line the user picked on the next-steps card, as { skill, prompt } copied off that card's row. The prompt is the sentence the model reads as the user's own message, so it travels beside the slug rather than being rebuilt from it. The pick belongs to the workspace this call is dispatched to, and a switch to another workspace clears it. The card's continue tile sends it beside workspace_ids and ack "demo_handoff", so its pick belongs to the person's own workspace that same call moves to.

Call it with NO argument at all to pin the workspace this call itself is dispatched to: its universal workspace_id, or the only workspace the token covers. workspace_ids is the PIN write and nothing else: it moves the pin AND replaces the workspace_queue, so a one-entry list ends a run that still had workspaces queued. Send it only to change the workspace. A call carrying periods, counterparties, exempt_categories, recurring_contexts, counted_account_types, ack or next_step needs no workspace_ids: its universal workspace_id targets that one call, and the pin and the queue stay where they are. Never re-pin the workspace this conversation already holds.

Every provided input is applied, and changed names the conversation fields this call wrote. pickup says what became of the write: "resumed" or "held_then_resumed" mean the model's own turn carries it on and the caller must send no reply of its own, "unwaited" or "exhausted" mean nothing is watching and the caller's reply is the only thing that moves the flow, and "stale" means the flow already answered this card, so the value is kept as a late edit and the caller says nothing. resumed is the boolean half of the first two. After a switch, every later call that omits workspace_id targets the pinned workspace, for reads and writes alike; passing workspace_id on a later call overrides it for that call only. well_list_workspaces reports the current conversation context, and well_wait_for_selection reads a card click back, instantly when it already landed here and after a short wait otherwise.

This changes nothing in the user's data.

Input Schema

TableJSON Schema

Name	Required	Description
`ack`	No	Acknowledge a flow step: "connectors" for the connect-tools step, "bank" for the bank step, "categorize" for the counterparty-categorization step, "assign" for the assign-owners step, "deploy" for the collect-agents step, "retarget" for the connector-retarget (data-migration) card, "company_pick" for the company-candidates card, "invite" for the invite-members card, "export" for the ledger-export card, "demo_handoff" for the continue tile of the next-steps card. "retarget" is its own card's ack: it sends it on its Confirm with ack_outcome "done", or on its Keep for later with "keep_for_later", so you do not send it yourself. "export" is also its own card's ack, but its card confirms and nothing else: its Confirm sends it with no outcome, so you do not send it yourself either. "demo_handoff" is the continue tile's own ack too: its click sends it with "done" beside the switch to the real workspace and the picked next_step, so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands.
`periods`	No	The months the user VALIDATED on the period card, stored as this conversation's selected_periods. Later period-scoped reads default to them when called without a period. This field is the user's month selection alone: to bound a counterparty pick, send counterparty_periods instead.
`next_step`	No	The next step the user picked on the well_propose_next_steps card, as the pair that card listed: the skill's slug and the sentence beside it. Both travel, because the sentence is what the model reads as the user's own message and the slug is what it loads. The pick is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. The card's continue tile sends it beside workspace_ids, so that pick belongs to the person's own workspace the same call moves to.
`ack_outcome`	No	What the click said about the step: "done" when the user carried it out, "keep_for_later" when they set it aside on purpose, "declined" when they refused it for good — the company-candidates card's "Not a company of mine", accepted with ack "company_pick" alone. REQUIRED with ack "categorize" and "deploy" and "retarget" and "company_pick" and "invite" and "demo_handoff", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else. Ack "demo_handoff" takes "done" alone: the continue tile has one action.
`workspace_id`	No	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.
`workspace_ids`	No	Ordered workspace selection, and the ONLY field that moves the pin: the FIRST entry becomes this conversation's pin, and the rest REPLACE the workspace_queue, so a one-entry list empties a queue that still holds workspaces. Every entry must be authorized for this connection, or the whole call is refused. Never send it to name the workspace of a periods, counterparties or ack call: the universal workspace_id already targets those, while a re-pin to the id this conversation already holds writes nothing and clears the queue.
`counterparties`	No	The counterparties the user selected, stored as this conversation's selected_counterparties and scoped to the workspace this call is dispatched to. At most 200, and a longer list is refused, so a select-all keeps to that bound. Copy the ids off the row: company_id, plus matched_connector_service_id when the row carries one. Send the card's months as counterparty_periods in the same call, so the pick applies to those months only; with none named, the months this conversation already holds bound it. The conversation holds ONE selection, so this REPLACES the previous one, but only when the call names the pinned workspace: a selection sent for a workspace this conversation has switched away from is refused, and the pinned workspace's selection stands.
`conversation_id`	No	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.
`idempotency_key`	No	Optional client-supplied key. A retried write with the same key returns the original result instead of re-applying the operation.
`workspace_scope`	No	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.
`ack_candidate_ids`	No	The company-candidates card's own field: the candidate_id of every tile its decline click covers, copied from that card's candidates. A decline acts on the offered set alone — the claim already deferred those rows, so a surfaceable re-read would miss them. REQUIRED with ack "company_pick" and ack_outcome "declined"; refused otherwise. You never send it yourself.
`exempt_categories`	No	The categories the user marked as NOT burn, stored as this conversation's selected_exemptions and scoped to the workspace this call is dispatched to. Copy each category_key off the row well_list_burn_exemptions returned; never send a label. An EMPTY list is a real answer, since it records that the user exempted nothing, so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_sum_transactions accepts, so a recorded answer is always one the sum can run. The conversation holds ONE set, so this REPLACES the previous one; unlike a counterparty pick it survives a change of months, because a category is or is not burn for the business whatever window is read next.
`recurring_contexts`	No	The billing contexts the user counts as recurring revenue, stored as this conversation's selected_recurring_contexts and scoped to the workspace this call is dispatched to. Copy each context_key off the row well_list_recurring_contexts returned; never send a label. An EMPTY list is a real answer, since it records that the user counts nothing as recurring, so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_render_mrr accepts. The conversation holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months.
`counterparty_periods`	No	The months the counterparties card listed, which bound the pick sent as counterparties in the same call. Send it only with counterparties; it never becomes this conversation's selected months, so it cannot overwrite what the user validated on the period card. With none named, the months this conversation already holds bound the pick.
`counted_account_types`	No	The account types the user ticked as cash, stored as this conversation's selected_cash_scope and scoped to the workspace this call is dispatched to. Copy each account_type off the group well_list_cash_scope returned; never send a label. An EMPTY list is a real answer, since it records that the user counts nothing as cash, which ends the run rather than reporting a zero, so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. The conversation holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months: a credit card is or is not cash for the business whatever window is read next.
`record_graph_selection`	No	The records the user confirmed on a record-graph-summary card's Continue click, stored as this conversation's selected_record_graph and scoped to the workspace this call is dispatched to. Copy each { id, label } off the card's rail — never resend a label you guessed or recalled from earlier in the conversation, and never send an id with no label. At most 25 records. The conversation holds ONE selection, so this REPLACES the previous one — but only when the call names the pinned workspace: a selection sent for a workspace this connection has switched away from is refused, and the pinned workspace's selection stands.
`workspace_pick_outcome`	No	The workspace picker card's own field: "keep_for_later" when the user set the switch aside on its Not now. It moves no pin and empties no queue, and the wait on kind "workspace" hands it back as selection.outcome. Refused beside workspace_ids, which is a pick. You never send it yourself.
`ack_enqueued_company_ids`	No	The fetch card's own field: the company_id of every row its Deploy queued through well_enqueue_invoice_fetch, copied from that result. Accepted only with ack "deploy" and ack_outcome "done". You never send it yourself.

Output Schema

TableJSON Schema

Name	Required	Description
`error`	No
`pickup`	Yes	What became of this write: "resumed" (a model wait took it), "held_then_resumed" (no wait yet, so the call was held until one consumed it), "unwaited" (nothing ever consumed it), "exhausted" (the model gave up on the card and ended the turn), "stale" (the flow already answered this card and moved past it — the value is recorded as a late edit). A card prefills a reply on "unwaited" and "exhausted" only.
`changed`	No	Which fields of this conversation's context this call wrote.
`resumed`	Yes	True when the model's own turn carries this write on — the derived half of `pickup` ("resumed" or "held_then_resumed"). A card that reads true must not prefill a reply; the conversation continues on its own.
`success`	Yes
`warning`	No	Present when this call opened a fresh lane because no conversation_id reached it: the write landed, and only a later call that passes the echoed conversation_id back can read it.
`acknowledged`	No
`workspace_id`	No
`workspace_name`	No
`conversation_id`	No	The conversation this result belongs to. Pass it back as the conversation_id argument on every later Well call in the same conversation.
`newly_connected`	No	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.
`workspace_queue`	No	The workspaces queued after the pinned one, in order.
`selected_periods`	No
`selected_next_step`	No	The next step this call recorded, echoed back as the card sent it.
`selected_cash_scope`	No
`selected_exemptions`	No
`acknowledged_outcome`	No	The answer the acknowledging click carried, echoed back on a step whose card offers two.
`conversation_id_note`	No	Present only when the server opened a fresh lane, stating that no choice recorded earlier was read.
`selected_record_graph`	No	The record-graph selection this call recorded, when it carried one.
`conversation_id_source`	No	Where the conversation id came from: the host's own request meta, the caller's argument, or a fresh lane the server opened.
`workspace_pick_outcome`	No	The picker answer this call recorded when the user set the switch aside.
`selected_counterparties`	No
`selected_recurring_contexts`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedOct 12, 2026

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."

Changed5 schema fields changedOct 8, 2026

addedInput schema / properties / ack_candidate_ids

Added value: +{
+  "description": "The company-candidates card's own field: the candidate_id of every tile its decline click covers, copied from that card's candidates. A decline acts on the offered set alone — the claim already deferred those rows, so a surfaceable re-read would miss them. REQUIRED with ack \"company_pick\" and ack_outcome \"declined\"; refused otherwise. You never send it yourself.",
+  "items": {
+    "format": "uuid",
+    "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+    "type": "string"
+  },
+  "maxItems": 50,
+  "minItems": 1,
+  "type": "array"
+}

changedInput schema / properties / ack_outcome / description

Previous value: -"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\" and \"demo_handoff\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else. Ack \"demo_handoff\" takes \"done\" alone: the continue tile has one action."New value: +"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose, \"declined\" when they refused it for good — the company-candidates card's \"Not a company of mine\", accepted with ack \"company_pick\" alone. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\" and \"demo_handoff\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else. Ack \"demo_handoff\" takes \"done\" alone: the continue tile has one action."

changedInput schema / properties / ack_outcome / enum

Previous value: -[
-  "done",
-  "keep_for_later"
-]New value: +[
+  "done",
+  "keep_for_later",
+  "declined"
+]

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"
+}

changedOutput schema / properties / acknowledged_outcome / enum

Previous value: -[
-  "done",
-  "keep_for_later",
-  "explore"
-]New value: +[
+  "done",
+  "keep_for_later",
+  "declined",
+  "explore"
+]

Changed1 schema field changedOct 6, 2026

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"
+}

Changed3 schema fields changedOct 6, 2026

addedInput schema / properties / workspace_pick_outcome

Added value: +{
+  "description": "The workspace picker card's own field: \"keep_for_later\" when the user set the switch aside on its Not now. It moves no pin and empties no queue, and the wait on kind \"workspace\" hands it back as selection.outcome. Refused beside workspace_ids, which is a pick. You never send it yourself.",
+  "enum": [
+    "keep_for_later"
+  ],
+  "type": "string"
+}

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "recurring_contexts",
-  "cash_scope",
-  "next_step",
-  "record_graph",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "company_pick",
-  "accounting_settings_ack",
-  "retarget_ack",
-  "invite_ack",
-  "export_ack",
-  "demo_handoff"
-]New value: +[
+  "workspace",
+  "workspace_pick_outcome",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "cash_scope",
+  "next_step",
+  "record_graph",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack",
+  "invite_ack",
+  "export_ack",
+  "demo_handoff"
+]

addedOutput schema / properties / workspace_pick_outcome

Added value: +{
+  "description": "The picker answer this call recorded when the user set the switch aside.",
+  "enum": [
+    "keep_for_later"
+  ],
+  "type": "string"
+}

Changed5 schema fields changedOct 1, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card, \"export\" for the ledger-export card, \"demo_handoff\" for the demo hand-off card. \"retarget\" is its own card's ack: it sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. \"export\" is also its own card's ack, but its card confirms and nothing else: its Confirm sends it with no outcome, so you do not send it yourself either. \"demo_handoff\" is its own card's ack too: its Run sends it with \"done\" beside the switch to the real workspace, its Keep exploring with \"keep_for_later\" and no switch, and a row of its explore list with \"explore\" and that row's demo skill in ack_skill_slug, so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card, \"export\" for the ledger-export card, \"demo_handoff\" for the continue tile of the next-steps card. \"retarget\" is its own card's ack: it sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. \"export\" is also its own card's ack, but its card confirms and nothing else: its Confirm sends it with no outcome, so you do not send it yourself either. \"demo_handoff\" is the continue tile's own ack too: its click sends it with \"done\" beside the switch to the real workspace and the picked next_step, so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

changedInput schema / properties / ack_outcome / description

Previous value: -"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\" and \"demo_handoff\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else. \"explore\" belongs to ack \"demo_handoff\" alone: a row of the hand-off card's explore list, sent with ack_skill_slug."New value: +"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\" and \"demo_handoff\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else. Ack \"demo_handoff\" takes \"done\" alone: the continue tile has one action."

changedInput schema / properties / ack_outcome / enum

Previous value: -[
-  "done",
-  "keep_for_later",
-  "explore"
-]New value: +[
+  "done",
+  "keep_for_later"
+]

removedInput schema / properties / ack_skill_slug

Removed value: -{
-  "description": "The demo skill a demo hand-off explore row picked. REQUIRED with ack_outcome \"explore\", and refused with any other outcome.",
-  "pattern": "^[a-z0-9-]{1,64}$",
-  "type": "string"
-}

changedInput schema / properties / next_step / description

Previous value: -"The next step the user picked on the well_propose_next_steps card, as the pair that card listed: the skill's slug and the sentence beside it. Both travel, because the sentence is what the model reads as the user's own message and the slug is what it loads. The pick is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it."New value: +"The next step the user picked on the well_propose_next_steps card, as the pair that card listed: the skill's slug and the sentence beside it. Both travel, because the sentence is what the model reads as the user's own message and the slug is what it loads. The pick is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. The card's continue tile sends it beside workspace_ids, so that pick belongs to the person's own workspace the same call moves to."

Changed4 schema fields changedOct 1, 2026

addedInput schema / properties / ack_enqueued_company_ids

Added value: +{
+  "description": "The fetch card's own field: the company_id of every row its Deploy queued through well_enqueue_invoice_fetch, copied from that result. Accepted only with ack \"deploy\" and ack_outcome \"done\". You never send it yourself.",
+  "items": {
+    "format": "uuid",
+    "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+    "type": "string"
+  },
+  "maxItems": 200,
+  "minItems": 1,
+  "type": "array"
+}

addedInput schema / properties / record_graph_selection

Added value: +{
+  "description": "The records the user confirmed on a record-graph-summary card's Continue click, stored as this conversation's selected_record_graph and scoped to the workspace this call is dispatched to. Copy each { id, label } off the card's rail — never resend a label you guessed or recalled from earlier in the conversation, and never send an id with no label. At most 25 records. The conversation holds ONE selection, so this REPLACES the previous one — but only when the call names the pinned workspace: a selection sent for a workspace this connection has switched away from is refused, and the pinned workspace's selection stands.",
+  "properties": {
+    "records": {
+      "items": {
+        "properties": {
+          "id": {
+            "maxLength": 200,
+            "minLength": 1,
+            "type": "string"
+          },
+          "label": {
+            "maxLength": 200,
+            "minLength": 1,
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "label"
+        ],
+        "type": "object"
+      },
+      "maxItems": 25,
+      "minItems": 1,
+      "type": "array"
+    },
+    "root": {
+      "enum": [
+        "companies",
+        "people",
+        "invoices",
+        "documents",
+        "transactions",
+        "accounts",
+        "connectors",
+        "workspace_connectors",
+        "ledger_accounts",
+        "journals",
+        "journal_entries",
+        "invoice_transactions",
+        "memberships",
+        "payment_means",
+        "media",
+        "emails",
+        "phones",
+        "web_links",
+        "locations",
+        "invoice_items",
+        "account_balances",
+        "cards",
+        "checks",
+        "invoice_payment_means",
+        "workspaces",
+        "blueprint_runs",
+        "chat_conversations",
+        "tasks"
+      ],
+      "type": "string"
+    }
+  },
+  "required": [
+    "root",
+    "records"
+  ],
+  "type": "object"
+}

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "recurring_contexts",
-  "cash_scope",
-  "next_step",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "company_pick",
-  "accounting_settings_ack",
-  "retarget_ack",
-  "invite_ack",
-  "export_ack",
-  "demo_handoff"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "cash_scope",
+  "next_step",
+  "record_graph",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack",
+  "invite_ack",
+  "export_ack",
+  "demo_handoff"
+]

addedOutput schema / properties / selected_record_graph

Added value: +{
+  "additionalProperties": false,
+  "description": "The record-graph selection this call recorded, when it carried one.",
+  "properties": {
+    "records": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "id": {
+            "type": "string"
+          },
+          "label": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "label"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "root": {
+      "type": "string"
+    }
+  },
+  "required": [
+    "root",
+    "records"
+  ],
+  "type": "object"
+}

Changed8 schema fields changedSep 30, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card, \"export\" for the ledger-export card. \"retarget\" is its own card's ack: it sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. \"export\" is also its own card's ack, but its card confirms and nothing else: its Confirm sends it with no outcome, so you do not send it yourself either. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card, \"export\" for the ledger-export card, \"demo_handoff\" for the demo hand-off card. \"retarget\" is its own card's ack: it sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. \"export\" is also its own card's ack, but its card confirms and nothing else: its Confirm sends it with no outcome, so you do not send it yourself either. \"demo_handoff\" is its own card's ack too: its Run sends it with \"done\" beside the switch to the real workspace, its Keep exploring with \"keep_for_later\" and no switch, and a row of its explore list with \"explore\" and that row's demo skill in ack_skill_slug, so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

changedInput schema / properties / ack / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy",
-  "company_pick",
-  "accounting_settings",
-  "retarget",
-  "invite",
-  "export"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget",
+  "invite",
+  "export",
+  "demo_handoff"
+]

changedInput schema / properties / ack_outcome / description

Previous value: -"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else."New value: +"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\" and \"demo_handoff\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else. \"explore\" belongs to ack \"demo_handoff\" alone: a row of the hand-off card's explore list, sent with ack_skill_slug."

changedInput schema / properties / ack_outcome / enum

Previous value: -[
-  "done",
-  "keep_for_later"
-]New value: +[
+  "done",
+  "keep_for_later",
+  "explore"
+]

addedInput schema / properties / ack_skill_slug

Added value: +{
+  "description": "The demo skill a demo hand-off explore row picked. REQUIRED with ack_outcome \"explore\", and refused with any other outcome.",
+  "pattern": "^[a-z0-9-]{1,64}$",
+  "type": "string"
+}

changedOutput schema / properties / acknowledged / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy",
-  "company_pick",
-  "accounting_settings",
-  "retarget",
-  "invite",
-  "export"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget",
+  "invite",
+  "export",
+  "demo_handoff"
+]

changedOutput schema / properties / acknowledged_outcome / enum

Previous value: -[
-  "done",
-  "keep_for_later"
-]New value: +[
+  "done",
+  "keep_for_later",
+  "explore"
+]

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "recurring_contexts",
-  "cash_scope",
-  "next_step",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "company_pick",
-  "accounting_settings_ack",
-  "retarget_ack",
-  "invite_ack",
-  "export_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "cash_scope",
+  "next_step",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack",
+  "invite_ack",
+  "export_ack",
+  "demo_handoff"
+]

Changed4 schema fields changedSep 28, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card. \"retarget\" is the retarget card's own ack: the card sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card, \"export\" for the ledger-export card. \"retarget\" is its own card's ack: it sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. \"export\" is also its own card's ack, but its card confirms and nothing else: its Confirm sends it with no outcome, so you do not send it yourself either. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

changedInput schema / properties / ack / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy",
-  "company_pick",
-  "accounting_settings",
-  "retarget",
-  "invite"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget",
+  "invite",
+  "export"
+]

changedOutput schema / properties / acknowledged / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy",
-  "company_pick",
-  "accounting_settings",
-  "retarget",
-  "invite"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget",
+  "invite",
+  "export"
+]

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "recurring_contexts",
-  "cash_scope",
-  "next_step",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "company_pick",
-  "accounting_settings_ack",
-  "retarget_ack",
-  "invite_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "cash_scope",
+  "next_step",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack",
+  "invite_ack",
+  "export_ack"
+]

Changed14 schema fields changedSep 22, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card. \"retarget\" is the retarget card's own ack: the card sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card. \"retarget\" is the retarget card's own ack: the card sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this conversation has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

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"
+}

changedInput schema / properties / counted_account_types / description

Previous value: -"The account types the user ticked as cash, stored as this session's selected_cash_scope and scoped to the workspace this call is dispatched to. Copy each account_type off the group well_list_cash_scope returned; never send a label. An EMPTY list is a real answer — it records that the user counts nothing as cash, which ends the run rather than reporting a zero — so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. The session holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months: a credit card is or is not cash for the business whatever window is read next."New value: +"The account types the user ticked as cash, stored as this conversation's selected_cash_scope and scoped to the workspace this call is dispatched to. Copy each account_type off the group well_list_cash_scope returned; never send a label. An EMPTY list is a real answer, since it records that the user counts nothing as cash, which ends the run rather than reporting a zero, so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. The conversation holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months: a credit card is or is not cash for the business whatever window is read next."

changedInput schema / properties / counterparties / description

Previous value: -"The counterparties the user selected, stored as this session's selected_counterparties and scoped to the workspace this call is dispatched to. At most 200 — a longer list is refused, so a select-all keeps to that bound. Copy the ids off the row: company_id, plus matched_connector_service_id when the row carries one. Send the card's months as counterparty_periods in the same call, so the pick applies to those months only; with none named, the months this session already holds bound it. The session holds ONE selection, so this REPLACES the previous one — but only when the call names the pinned workspace: a selection sent for a workspace this connection has switched away from is refused, and the pinned workspace's selection stands."New value: +"The counterparties the user selected, stored as this conversation's selected_counterparties and scoped to the workspace this call is dispatched to. At most 200, and a longer list is refused, so a select-all keeps to that bound. Copy the ids off the row: company_id, plus matched_connector_service_id when the row carries one. Send the card's months as counterparty_periods in the same call, so the pick applies to those months only; with none named, the months this conversation already holds bound it. The conversation holds ONE selection, so this REPLACES the previous one, but only when the call names the pinned workspace: a selection sent for a workspace this conversation has switched away from is refused, and the pinned workspace's selection stands."

changedInput schema / properties / counterparty_periods / description

Previous value: -"The months the counterparties card listed, which bound the pick sent as counterparties in the same call. Send it only with counterparties; it never becomes this session's selected months, so it cannot overwrite what the user validated on the period card. With none named, the months this session already holds bound the pick."New value: +"The months the counterparties card listed, which bound the pick sent as counterparties in the same call. Send it only with counterparties; it never becomes this conversation's selected months, so it cannot overwrite what the user validated on the period card. With none named, the months this conversation already holds bound the pick."

changedInput schema / properties / exempt_categories / description

Previous value: -"The categories the user marked as NOT burn, stored as this session's selected_exemptions and scoped to the workspace this call is dispatched to. Copy each category_key off the row well_list_burn_exemptions returned; never send a label. An EMPTY list is a real answer — it records that the user exempted nothing — so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_sum_transactions accepts, so a recorded answer is always one the sum can run. The session holds ONE set, so this REPLACES the previous one; unlike a counterparty pick it survives a change of months, because a category is or is not burn for the business whatever window is read next."New value: +"The categories the user marked as NOT burn, stored as this conversation's selected_exemptions and scoped to the workspace this call is dispatched to. Copy each category_key off the row well_list_burn_exemptions returned; never send a label. An EMPTY list is a real answer, since it records that the user exempted nothing, so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_sum_transactions accepts, so a recorded answer is always one the sum can run. The conversation holds ONE set, so this REPLACES the previous one; unlike a counterparty pick it survives a change of months, because a category is or is not burn for the business whatever window is read next."

changedInput schema / properties / periods / description

Previous value: -"The months the user VALIDATED on the period card, stored as this session's selected_periods. Later period-scoped reads default to them when called without a period. This field is the user's month selection alone — to bound a counterparty pick, send counterparty_periods instead."New value: +"The months the user VALIDATED on the period card, stored as this conversation's selected_periods. Later period-scoped reads default to them when called without a period. This field is the user's month selection alone: to bound a counterparty pick, send counterparty_periods instead."

changedInput schema / properties / recurring_contexts / description

Previous value: -"The billing contexts the user counts as recurring revenue, stored as this session's selected_recurring_contexts and scoped to the workspace this call is dispatched to. Copy each context_key off the row well_list_recurring_contexts returned; never send a label. An EMPTY list is a real answer — it records that the user counts nothing as recurring — so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_render_mrr accepts. The session holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months."New value: +"The billing contexts the user counts as recurring revenue, stored as this conversation's selected_recurring_contexts and scoped to the workspace this call is dispatched to. Copy each context_key off the row well_list_recurring_contexts returned; never send a label. An EMPTY list is a real answer, since it records that the user counts nothing as recurring, so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_render_mrr accepts. The conversation holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months."

changedInput schema / properties / workspace_ids / description

Previous value: -"Ordered workspace selection, and the ONLY field that moves the pin: the FIRST entry becomes this connection's pin, and the rest REPLACE the workspace_queue — so a one-entry list empties a queue that still holds workspaces. Every entry must be authorized for this connection, or the whole call is refused. Never send it to name the workspace of a periods, counterparties or ack call: the universal workspace_id already targets those, while a re-pin to the id this connection already holds writes nothing and clears the queue."New value: +"Ordered workspace selection, and the ONLY field that moves the pin: the FIRST entry becomes this conversation's pin, and the rest REPLACE the workspace_queue, so a one-entry list empties a queue that still holds workspaces. Every entry must be authorized for this connection, or the whole call is refused. Never send it to name the workspace of a periods, counterparties or ack call: the universal workspace_id already targets those, while a re-pin to the id this conversation already holds writes nothing and clears the queue."

changedOutput schema / properties / changed / description

Previous value: -"Which session fields this call wrote."New value: +"Which fields of this conversation's context this call wrote."

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"
+}

addedOutput schema / properties / warning

Added value: +{
+  "description": "Present when this call opened a fresh lane because no conversation_id reached it: the write landed, and only a later call that passes the echoed conversation_id back can read it.",
+  "type": "string"
+}

Changed3 schema fields changedSep 21, 2026

addedInput schema / properties / counted_account_types

Added value: +{
+  "description": "The account types the user ticked as cash, stored as this session's selected_cash_scope and scoped to the workspace this call is dispatched to. Copy each account_type off the group well_list_cash_scope returned; never send a label. An EMPTY list is a real answer — it records that the user counts nothing as cash, which ends the run rather than reporting a zero — so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. The session holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months: a credit card is or is not cash for the business whatever window is read next.",
+  "items": {
+    "enum": [
+      "deposit",
+      "credit",
+      "loan",
+      "investment",
+      "payroll",
+      "other"
+    ],
+    "type": "string"
+  },
+  "type": "array"
+}

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "recurring_contexts",
-  "next_step",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "company_pick",
-  "accounting_settings_ack",
-  "retarget_ack",
-  "invite_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "cash_scope",
+  "next_step",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack",
+  "invite_ack"
+]

addedOutput schema / properties / selected_cash_scope

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Changed5 schema fields changedSep 16, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card. \"retarget\" is the retarget card's own ack: the card sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card, \"company_pick\" for the company-candidates card, \"invite\" for the invite-members card. \"retarget\" is the retarget card's own ack: the card sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

changedInput schema / properties / ack / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy",
-  "company_pick",
-  "accounting_settings",
-  "retarget"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget",
+  "invite"
+]

changedInput schema / properties / ack_outcome / description

Previous value: -"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else."New value: +"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\" and \"company_pick\" and \"invite\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else."

changedOutput schema / properties / acknowledged / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy",
-  "company_pick",
-  "accounting_settings",
-  "retarget"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget",
+  "invite"
+]

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "recurring_contexts",
-  "next_step",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "company_pick",
-  "accounting_settings_ack",
-  "retarget_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "next_step",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack",
+  "invite_ack"
+]

Changed7 schema fields changedSep 15, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step, \"retarget\" for the connector-retarget (data-migration) card. \"retarget\" is the retarget card's own ack: the card sends it on its Confirm with ack_outcome \"done\", or on its Keep for later with \"keep_for_later\", so you do not send it yourself. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

changedInput schema / properties / ack / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget"
+]

changedInput schema / properties / ack_outcome / description

Previous value: -"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else."New value: +"What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\" and \"retarget\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else."

addedInput schema / properties / recurring_contexts

Added value: +{
+  "description": "The billing contexts the user counts as recurring revenue, stored as this session's selected_recurring_contexts and scoped to the workspace this call is dispatched to. Copy each context_key off the row well_list_recurring_contexts returned; never send a label. An EMPTY list is a real answer — it records that the user counts nothing as recurring — so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_render_mrr accepts. The session holds ONE set, so this REPLACES the previous one, and like the exemptions it survives a change of months.",
+  "items": {
+    "maxLength": 200,
+    "minLength": 1,
+    "type": "string"
+  },
+  "maxItems": 100,
+  "type": "array"
+}

changedOutput schema / properties / acknowledged / enum

Previous value: -[
-  "connectors",
-  "bank",
-  "categorize",
-  "assign",
-  "deploy"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy",
+  "company_pick",
+  "accounting_settings",
+  "retarget"
+]

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack",
-  "next_step"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "recurring_contexts",
+  "next_step",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "company_pick",
+  "accounting_settings_ack",
+  "retarget_ack"
+]

addedOutput schema / properties / selected_recurring_contexts

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Changed3 schema fields changedSep 11, 2026

addedInput schema / properties / next_step

Added value: +{
+  "additionalProperties": false,
+  "description": "The next step the user picked on the well_propose_next_steps card, as the pair that card listed: the skill's slug and the sentence beside it. Both travel, because the sentence is what the model reads as the user's own message and the slug is what it loads. The pick is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it.",
+  "properties": {
+    "prompt": {
+      "description": "The sentence the card listed beside the skill, copied as written.",
+      "maxLength": 160,
+      "minLength": 1,
+      "type": "string"
+    },
+    "skill": {
+      "description": "The slug of the skill the picked line offers, exactly as the card listed it.",
+      "pattern": "^[a-z0-9-]{1,64}$",
+      "type": "string"
+    }
+  },
+  "required": [
+    "skill",
+    "prompt"
+  ],
+  "type": "object"
+}

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "connectors_ack",
-  "bank_ack",
-  "categorize_ack",
-  "assign_ack",
-  "deploy_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack",
+  "next_step"
+]

addedOutput schema / properties / selected_next_step

Added value: +{
+  "additionalProperties": false,
+  "description": "The next step this call recorded, echoed back as the card sent it.",
+  "properties": {
+    "prompt": {
+      "description": "The sentence the card listed beside the skill, copied as written.",
+      "maxLength": 160,
+      "minLength": 1,
+      "type": "string"
+    },
+    "skill": {
+      "description": "The slug of the skill the picked line offers, exactly as the card listed it.",
+      "pattern": "^[a-z0-9-]{1,64}$",
+      "type": "string"
+    }
+  },
+  "required": [
+    "skill",
+    "prompt"
+  ],
+  "type": "object"
+}

Changed9 schema fields changedSep 10, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step, \"categorize\" for the counterparty-categorization step, \"assign\" for the assign-owners step, \"deploy\" for the collect-agents step. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

changedInput schema / properties / ack / enum

Previous value: -[
-  "connectors",
-  "bank"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy"
+]

addedInput schema / properties / ack_outcome

Added value: +{
+  "description": "What the click said about the step: \"done\" when the user carried it out, \"keep_for_later\" when they set it aside on purpose. REQUIRED with ack \"categorize\" and \"deploy\", whose cards end on two buttons that mean different things, and refused with every other step, whose card confirms and nothing else.",
+  "enum": [
+    "done",
+    "keep_for_later"
+  ],
+  "type": "string"
+}

changedOutput schema / properties / acknowledged / enum

Previous value: -[
-  "connectors",
-  "bank"
-]New value: +[
+  "connectors",
+  "bank",
+  "categorize",
+  "assign",
+  "deploy"
+]

addedOutput schema / properties / acknowledged_outcome

Added value: +{
+  "description": "The answer the acknowledging click carried, echoed back on a step whose card offers two.",
+  "enum": [
+    "done",
+    "keep_for_later"
+  ],
+  "type": "string"
+}

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "exemptions",
-  "connectors_ack",
-  "bank_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "connectors_ack",
+  "bank_ack",
+  "categorize_ack",
+  "assign_ack",
+  "deploy_ack"
+]

addedOutput schema / properties / pickup

Added value: +{
+  "description": "What became of this write: \"resumed\" (a model wait took it), \"held_then_resumed\" (no wait yet, so the call was held until one consumed it), \"unwaited\" (nothing ever consumed it), \"exhausted\" (the model gave up on the card and ended the turn), \"stale\" (the flow already answered this card and moved past it — the value is recorded as a late edit). A card prefills a reply on \"unwaited\" and \"exhausted\" only.",
+  "enum": [
+    "resumed",
+    "held_then_resumed",
+    "unwaited",
+    "exhausted",
+    "stale"
+  ],
+  "type": "string"
+}

addedOutput schema / properties / resumed

Added value: +{
+  "description": "True when the model's own turn carries this write on — the derived half of `pickup` (\"resumed\" or \"held_then_resumed\"). A card that reads true must not prefill a reply; the conversation continues on its own.",
+  "type": "boolean"
+}

changedOutput schema / required

Previous value: -[
-  "success"
-]New value: +[
+  "success",
+  "resumed",
+  "pickup"
+]

Changed3 schema fields changedSep 7, 2026

addedInput schema / properties / exempt_categories

Added value: +{
+  "description": "The categories the user marked as NOT burn, stored as this session's selected_exemptions and scoped to the workspace this call is dispatched to. Copy each category_key off the row well_list_burn_exemptions returned; never send a label. An EMPTY list is a real answer — it records that the user exempted nothing — so send it when they clicked Continue with nothing ticked, and omit the field entirely when they have not answered. At most 100, the same bound well_sum_transactions accepts, so a recorded answer is always one the sum can run. The session holds ONE set, so this REPLACES the previous one; unlike a counterparty pick it survives a change of months, because a category is or is not burn for the business whatever window is read next.",
+  "items": {
+    "maxLength": 200,
+    "minLength": 1,
+    "type": "string"
+  },
+  "maxItems": 100,
+  "type": "array"
+}

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "counterparties",
-  "connectors_ack",
-  "bank_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "exemptions",
+  "connectors_ack",
+  "bank_ack"
+]

addedOutput schema / properties / selected_exemptions

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Changed1 schema field changedAug 31, 2026

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."

Changed7 schema fields changedAug 26, 2026

changedInput schema / properties / ack / description

Previous value: -"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step."New value: +"Acknowledge a flow step: \"connectors\" for the connect-tools step, \"bank\" for the bank step. The acknowledgement is scoped to the workspace this call is dispatched to, and a switch to another workspace clears it. An acknowledgement sent for a workspace this connection has switched away from is refused, and the pinned workspace's own acknowledgement of that step stands."

addedInput schema / properties / counterparties

Added value: +{
+  "description": "The counterparties the user selected, stored as this session's selected_counterparties and scoped to the workspace this call is dispatched to. At most 200 — a longer list is refused, so a select-all keeps to that bound. Copy the ids off the row: company_id, plus matched_connector_service_id when the row carries one. Send the card's months as counterparty_periods in the same call, so the pick applies to those months only; with none named, the months this session already holds bound it. The session holds ONE selection, so this REPLACES the previous one — but only when the call names the pinned workspace: a selection sent for a workspace this connection has switched away from is refused, and the pinned workspace's selection stands.",
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "company_id": {
+        "description": "The counterparty company's id, as listed by well_list_counterparties or well_list_missing_invoices.",
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "matched_connector_service_id": {
+        "anyOf": [
+          {
+            "minLength": 1,
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "description": "The matched provider's connector service id, copied from the row's matched_connector_service_id. Omit or pass null when the row matched no provider; never substitute the provider's name."
+      }
+    },
+    "required": [
+      "company_id"
+    ],
+    "type": "object"
+  },
+  "maxItems": 200,
+  "minItems": 1,
+  "type": "array"
+}

addedInput schema / properties / counterparty_periods

Added value: +{
+  "description": "The months the counterparties card listed, which bound the pick sent as counterparties in the same call. Send it only with counterparties; it never becomes this session's selected months, so it cannot overwrite what the user validated on the period card. With none named, the months this session already holds bound the pick.",
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "calendar_month": {
+        "description": "Calendar month, 1 = January … 12 = December.",
+        "maximum": 12,
+        "minimum": 1,
+        "type": "integer"
+      },
+      "calendar_year": {
+        "description": "Calendar year, e.g. 2026.",
+        "maximum": 2100,
+        "minimum": 2000,
+        "type": "integer"
+      }
+    },
+    "required": [
+      "calendar_year",
+      "calendar_month"
+    ],
+    "type": "object"
+  },
+  "maxItems": 12,
+  "minItems": 1,
+  "type": "array"
+}

changedInput schema / properties / periods / description

Previous value: -"The months the user selected, stored as this session's selected_periods. Later period-scoped reads default to them when called without a period."New value: +"The months the user VALIDATED on the period card, stored as this session's selected_periods. Later period-scoped reads default to them when called without a period. This field is the user's month selection alone — to bound a counterparty pick, send counterparty_periods instead."

changedInput schema / properties / workspace_ids / description

Previous value: -"Ordered workspace selection: the FIRST entry becomes this connection's pin, the rest the workspace_queue to work through afterwards. Every entry must be authorized for this connection, or the whole call is refused."New value: +"Ordered workspace selection, and the ONLY field that moves the pin: the FIRST entry becomes this connection's pin, and the rest REPLACE the workspace_queue — so a one-entry list empties a queue that still holds workspaces. Every entry must be authorized for this connection, or the whole call is refused. Never send it to name the workspace of a periods, counterparties or ack call: the universal workspace_id already targets those, while a re-pin to the id this connection already holds writes nothing and clears the queue."

changedOutput schema / properties / changed / items / enum

Previous value: -[
-  "workspace",
-  "periods",
-  "connectors_ack",
-  "bank_ack"
-]New value: +[
+  "workspace",
+  "periods",
+  "counterparties",
+  "connectors_ack",
+  "bank_ack"
+]

addedOutput schema / properties / selected_counterparties

Added value: +{
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "company_id": {
+        "description": "The counterparty company's id, as listed by well_list_counterparties or well_list_missing_invoices.",
+        "format": "uuid",
+        "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$",
+        "type": "string"
+      },
+      "matched_connector_service_id": {
+        "anyOf": [
+          {
+            "minLength": 1,
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ],
+        "description": "The matched provider's connector service id, copied from the row's matched_connector_service_id. Omit or pass null when the row matched no provider; never substitute the provider's name."
+      }
+    },
+    "required": [
+      "company_id"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

AddedAug 21, 2026

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