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accounting-settings

Set a Well workspace's accounting settings — the fiscal year start month above all, plus the first fiscal year start date, home/base currency, country…

Skill by WellApp-ai

IndexedPolyForm-Perimeter-1.0.0★ 8
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Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/wellapp-ai-accounting-settings

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Set a Well workspace's accounting settings — the fiscal year start month above all, plus the first fiscal year start date, home/base currency, country, accounting framework, and chart-of-accounts confirmation — over Well's MCP server, writing only the value the user confirms, never a guessed one. Use when the user asks to "set our fiscal year start", "our accounting year starts in April", "change the reporting currency", "set the accounting framework", "confirm the chart of accounts", or when a close or period-scoped flow needs the fiscal year start confirmed before it derives fiscal periods. This is a WRITE flow — it shows the current value where it can read one, confirms the new one, then writes; the fiscal year start is refused when a period is locked or a close is in progress, and changing it discards regenerable draft journal entries. Requires a connected Well workspace and owner/admin rights; it never touches the own-company identity — that is `confirm-my-company`.

Use cases: backend, data, writing, finance

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/accounting-settings

What's inside

Skill name
accounting-settings
Description
Set a Well workspace's accounting settings — the fiscal year start month above all, plus the first fiscal year start date, home/base currency, country, accounting framework, and chart-of-accounts confirmation — over Well's MCP server, writing only the value the user confirms, never a guessed one. Use when the user asks to "set our fiscal year start", "our accounting year starts in April", "change the reporting currency", "set the accounting framework", "confirm the chart of accounts", or when a close or period-scoped flow needs the fiscal year start confirmed before it derives fiscal periods. This is a WRITE flow — it shows the current value where it can read one, confirms the new one, then writes; the fiscal year start is refused when a period is locked or a close is in progress, and changing it discards regenerable draft journal entries. Requires a connected Well workspace and owner/admin rights; it never touches the own-company identity — that is `confirm-my-company`.
License
PolyForm-Perimeter-1.0.0
Instructions
10 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub

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Signals

Stars
8
Forks
0
Open issues
0
Last commit (this folder)
Sep 9, 2026 (1 month ago)

From GitHub (fetched Oct 24, 2026).

Details

License
PolyForm-Perimeter-1.0.0
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

More from WellApp-ai

Cite this page

accounting-settings skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-accounting-settings (last updated 2026-10-24)