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cash-position

Answer "how much cash do we have right now?" using Well's MCP financial graph: the total of your real bank balances, computed here from the workspace's own…

Skill by WellApp-ai

IndexedPolyForm-Perimeter-1.0.0★ 8
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Install

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-cash-position

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

Answer "how much cash do we have right now?" using Well's MCP financial graph: the total of your real bank balances, computed here from the workspace's own accounts, with every rule it rests on visible and repairable. Use when the user asks "what's our cash position", "how much cash do we have right now", "current bank balance", "how much money is in the bank", "what's our total cash on hand today", or what they can look at on their cash right now ("que puis-je regarder sur ma trésorerie ?"). It reads the bank's state before it offers any reading, so an ask that forbids a change or wants to see first still loads it: a read changes nothing. Requires a connected Well workspace with a banking connector; if none is connected, this skill guides the user to connect one first. Not for where the cash is placed or invested (Spiko, a money market fund, an investment account): that is investments.

Use cases: finance, agent-building

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Permissions

What this skill can do and what it asks for, from its SKILL.md and code. 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/cash-position

What's inside

Skill name
cash-position
Description
Answer "how much cash do we have right now?" using Well's MCP financial graph: the total of your real bank balances, computed here from the workspace's own accounts, with every rule it rests on visible and repairable. Use when the user asks "what's our cash position", "how much cash do we have right now", "current bank balance", "how much money is in the bank", "what's our total cash on hand today", or what they can look at on their cash right now ("que puis-je regarder sur ma trésorerie ?"). It reads the bank's state before it offers any reading, so an ask that forbids a change or wants to see first still loads it: a read changes nothing. Requires a connected Well workspace with a banking connector; if none is connected, this skill guides the user to connect one first. Not for where the cash is placed or invested (Spiko, a money market fund, an investment account): that is investments.
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

More from WellApp-ai/skills

Signals

Stars
8
Forks
0
Open issues
0
Last commit (this folder)
Oct 23, 2026 (7 days 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

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