Set accounting settings
well_upsert_accounting_settingsSet the workspace's accounting settings: fiscal year start month, first fiscal year start date, country, base currency, accounting framework, chart-of-accounts confirmation, the next invoice number (typed, Well's preset first number saved only when none is set, or the number after the last one the previous invoicing tool issued), the incorporation date, the tax ID (value and type together), the tax profile (VAT regime, VAT filing frequency, corporate tax regime), the micro-entrepreneur profile (URSSAF filing frequency, activity regime, flat income tax option, ACRE with its start and end dates), the employer and property tax facts (how often the company pays the payroll contributions, or none with no employee; whether the company owes the CFE), and what the company usually bills (default_operation_nature: goods, services or mixed).
Provide only the fields you are changing; omitted fields are left untouched. An empty call (no fields) is refused. tax_id_value and tax_id_type must be provided together.
Only a workspace owner or admin may set the accounting settings. A caller without that role is refused, not silently ignored.
Changing the fiscal year start month moves the whole fiscal calendar, so it is REFUSED when a period is locked or a close is in progress — the tool surfaces that refusal rather than forcing it. When the change is allowed, it soft-deletes the workspace's regenerable DRAFT journal entries so they re-mint on the new coordinates; VALIDATED and LOCKED entries are never touched.
These are accounting-critical values. Propose only a value a read returned or the person stated, and save it only after the person's yes. Never infer a country, currency, framework, start month, tax ID, tax profile value or operation nature that no read returned and the person did not state. The legal form does not decide the VAT regime, the filing frequency or the micro-entrepreneur profile.
The tax ID here updates the workspace's anchored company and its settings mirror together, so the two never drift. To set WHICH company is anchored, use well_set_own_company; to set that company's tax ID, use this tool.
registered_address sets the anchored company's registered address; confirm it with the user.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| country | No | ISO 3166-1 alpha-2 country code. | |
| cfe_liable | No | Whether the company owes the business property tax (CFE), as the person stated it: false for a company exempt from it. Null to clear it. | |
| micro_acre | No | Whether the micro-entrepreneur has the start-up contribution exemption (ACRE): granted or not_granted, as the person answered. Any value other than granted also clears micro_acre_start_date and micro_acre_end_date. Null to clear it. | |
| vat_regime | No | How the company charges VAT: franchise (VAT-exempt small business, no VAT return), simplified (réel simplifié), or normal (réel normal). Null to clear it. | |
| tax_id_type | No | The tax id's type (SIREN, VAT, EIN, …). Provide it together with tax_id_value. | |
| tax_id_value | No | The company's tax id value. Provide it together with tax_id_type; one without the other is refused. | |
| 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. | |
| base_currency | No | ISO 4217 currency code. | |
| coa_confirmed | No | Whether the chart of accounts has been confirmed. | |
| 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. | |
| incorporation_date | No | The company's incorporation / registration date as YYYY-MM-DD, or null to clear it. | |
| registered_address | No | The anchored company's registered address as the person confirmed it: full_address, and the parts the address has. country is ISO 3166-1 alpha-2. | |
| micro_acre_end_date | No | The last day of the ACRE exemption as YYYY-MM-DD, as the person stated it. Only with a granted ACRE, in this call or already saved: an end date beside no granted ACRE is refused. Null to clear it. | |
| next_invoice_number | No | The number the workspace's next invoice takes, e.g. "INV-0042". It must end in digits and come after the last invoice issued. Each issued invoice takes this number and advances it by one, so set it once. Ask the user; never guess it. | |
| accounting_framework | No | The accounting framework the books follow. | |
| corporate_tax_regime | No | Which tax the company's profit is subject to: is (corporate income tax) or ir (the owners' personal income tax). Null to clear it. | |
| vat_filing_frequency | No | How often the company files its VAT return: monthly, quarterly, or annual. Null to clear it. | |
| micro_acre_start_date | No | The day the micro-entrepreneur's activity started, as YYYY-MM-DD, as the person confirmed it with the ACRE answer. It sets the ACRE share of the normal rate. Only with a granted ACRE, in this call or already saved: a start date beside no granted ACRE is refused. While no end date is saved, the result gives `proposed_micro_acre_end_date`, the end that follows from the start date: propose it in the same reply and save it as `micro_acre_end_date` only on the person's yes. Null to clear it. | |
| micro_activity_regime | No | Which micro-entrepreneur activity the turnover comes from, which sets the contribution rate: goods (sale of goods, BIC), services_bic (commercial or craft services, BIC), or services_bnc (liberal professions, BNC). Null to clear it. | |
| flat_income_tax_option | No | Whether the micro-entrepreneur opted to pay income tax with each URSSAF declaration (versement libératoire): opted or not_opted. Null to clear it. | |
| fiscal_year_start_month | No | Calendar month (1-12) the fiscal year starts on, or null to clear it. | |
| urssaf_filing_frequency | No | How often the micro-entrepreneur declares turnover to the URSSAF: monthly or quarterly. Null to clear it. | |
| default_operation_nature | No | What the company usually bills, as the person stated it: goods, services, or mixed (both on one invoice). An invoice takes it when it is issued. Pass it only after the person answered; never guess it. Null to clear it. | |
| next_invoice_number_after | No | The last invoice number the company issued in its previous invoicing or accounting tool, exactly as that tool returned it, e.g. "FA-2026-0041": Well saves the number after it ("FA-2026-0042"), so the sequence continues. Pass only a number read from the tool or given by the user. Never pass it with next_invoice_number or next_invoice_number_preset. | |
| next_invoice_number_preset | No | True saves Well's preset first invoice number, F-2026-0001 for an invoice issued in 2026 (a prefix, the year and a four-digit counter), and only when the workspace has no next invoice number yet: a saved number is never replaced, so a second call changes nothing. Set it when invoice_numbering.decision (well_get_accounting_settings) or the decision of well_get_last_invoice_number is "apply_preset", or when the person chose the preset. Never pass it with next_invoice_number. | |
| first_fiscal_year_start_date | No | First fiscal year start date as YYYY-MM-DD, or null to clear it. | |
| payroll_contribution_payment_frequency | No | How often the company pays the URSSAF contributions on its employees' wages, as the person stated it: monthly, quarterly for an employer under 11 employees who chose to pay quarterly, or none for a company with no employee. The payroll return (DSN) is monthly for every employer whatever this value. Any other value is refused. Null to clear it. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | ||
| country | No | ||
| success | Yes | ||
| cfe_liable | No | ||
| micro_acre | No | ||
| vat_regime | No | ||
| tax_id_type | No | ||
| tax_id_value | No | ||
| base_currency | No | ||
| coa_confirmed | 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. | |
| incorporation_date | No | ||
| registered_address | No | The anchored company's registered address as stored now, when the call set it. | |
| micro_acre_end_date | No | ||
| next_invoice_number | No | ||
| accounting_framework | No | ||
| conversation_id_note | No | Present only when the server opened a fresh lane, stating that no choice recorded earlier was read. | |
| corporate_tax_regime | No | ||
| vat_filing_frequency | No | ||
| micro_acre_start_date | No | ||
| micro_activity_regime | 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. | |
| flat_income_tax_option | No | ||
| fiscal_year_start_month | No | ||
| urssaf_filing_frequency | No | ||
| default_operation_nature | No | ||
| first_fiscal_year_start_date | No | ||
| proposed_micro_acre_end_date | No | The ACRE end date that follows from the saved start date (the end of the third calendar quarter after the start quarter), present while no end date is saved. A proposal: save it only on the person's yes. | |
| payroll_contribution_payment_frequency | No |