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, the incorporation date, the tax ID (value and type together), the tax profile (VAT regime, VAT filing frequency, corporate tax regime), 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. Confirm each one with the user before calling and never guess them — do not infer a country, currency, framework, start month, tax ID, tax profile value or operation nature the user did not state. The legal form does not decide the VAT regime or the filing frequency: ask.
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.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| country | No | ISO 3166-1 alpha-2 country code. | |
| 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. | |
| 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. | |
| fiscal_year_start_month | No | Calendar month (1-12) the fiscal year starts on, or 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. | |
| first_fiscal_year_start_date | No | First fiscal year start date as YYYY-MM-DD, or null to clear it. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | ||
| country | No | ||
| success | Yes | ||
| 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 | ||
| 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 | ||
| 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. | |
| fiscal_year_start_month | No | ||
| default_operation_nature | No | ||
| first_fiscal_year_start_date | No |