well_upload_document - Well

Upload a document (invoice, receipt, statement) into the workspace by sending its bytes as base64.

⚠️ THIS IS A WIDGET'S WRITE, NOT YOURS. The card's drop zone reads the file the person dropped or chose, encodes it, and calls this tool itself. Do NOT call it: a model holds no file, so a call made from a conversation can only carry bytes nobody supplied. When a person says they have the invoice, point them at the drop zone on the gap card.

Send content_base64 WITHOUT a data-URI prefix — the raw base64 only, no data:application/pdf;base64, header.

Accepted content: PDF, JPEG, PNG, GIF, HEIC, HEIF, AVIF, WEBP, plain text, CSV, XML, OFX, QFX, MT940, Excel (XLSX). The bytes are checked against the declared mime_type (file signature, not just the claim), so a PNG announced as a PDF is refused.

Size ceiling: 5 MB of file (before base64). A larger file is refused with its actual size — upload it through the web app instead, which accepts up to 15 MB.

Pass source_transaction_id to anchor the document to the bank transaction it pays. That is what makes a dropped invoice land on the right line instead of in a general inbox.

Well extracts the document after upload; the extraction is asynchronous and this call returns as soon as the file is stored. A file already in the workspace is deduplicated by content and returns the existing document rather than a copy.

Name	Required	Description
`filename`	Yes	The file's name WITH its extension, e.g. `invoice-2026-03.pdf`. The extension resolves the content type when `mime_type` is generic.
`mime_type`	Yes	The file's content type, e.g. `application/pdf`. Send `application/octet-stream` when unknown and the extension decides.
`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.
`content_base64`	Yes	The file's bytes, base64, with no data-URI prefix.
`source_task_id`	No	The task this document answers.
`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.
`source_transaction_id`	No	The bank transaction this document is the proof for.

Name

Required

Description

Default

filename

Yes

The file's name WITH its extension, e.g. `invoice-2026-03.pdf`. The extension resolves the content type when `mime_type` is generic.

mime_type

Yes

The file's content type, e.g. `application/pdf`. Send `application/octet-stream` when unknown and the extension decides.

workspace_id

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.

content_base64

Yes

The file's bytes, base64, with no data-URI prefix.

source_task_id

The task this document answers.

conversation_id

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

Optional client-supplied key. A retried write with the same key returns the original result instead of re-applying the operation.

workspace_scope

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.

source_transaction_id

The bank transaction this document is the proof for.

Name	Required	Description
`error`	No
`outcome`	No
`success`	Yes
`filename`	No
`max_bytes`	No
`mime_type`	No
`error_code`	No
`size_bytes`	No
`document_id`	No
`actual_bytes`	No
`deduplicated`	No
`source_task_id`	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.
`conversation_id_note`	No	Present only when the server opened a fresh lane, stating that no choice recorded earlier was read.
`source_transaction_id`	No
`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.

Name

Required

Description

Default

error

outcome

success

Yes

filename

max_bytes

mime_type

error_code

size_bytes

document_id

actual_bytes

deduplicated

source_task_id

conversation_id

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

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.

conversation_id_note

Present only when the server opened a fresh lane, stating that no choice recorded earlier was read.

source_transaction_id

conversation_id_source

Where the conversation id came from: the host's own request meta, the caller's argument, or a fresh lane the server opened.

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."

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" +}

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" +}

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" +}

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" +}

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