well_get_investment_holdings — Well MCP Tool
well_get_investment_holdings
(well get investment holdings) is one of 87 tools on the
Well
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call well_get_investment_holdings from your client
- Claude Code Well well_get_investment_holdings run in your project directory
- Claude Desktop Well well_get_investment_holdings ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor Well well_get_investment_holdings ~/.cursor/mcp.json
- VS Code Well well_get_investment_holdings .vscode/mcp.json
- Zed Well well_get_investment_holdings ~/.config/zed/settings.json
- Windsurf Well well_get_investment_holdings ~/.codeium/windsurf/mcp_config.json
- Cline Well well_get_investment_holdings ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI Well well_get_investment_holdings ~/.gemini/settings.json
- Grok Well well_get_investment_holdings .mcp.json (in your project root)
- ChatGPT Well well_get_investment_holdings Settings → Connectors → Advanced → Developer mode
- Claude.ai Well well_get_investment_holdings Settings → Connectors → Add custom connector
- LangChain Well well_get_investment_holdings pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http well-mcp https://api.wellapp.ai/v1/mcpOther tools on this server
- well_get_schema
- well_query_records
- well_create_company
- well_create_person
- well_update_company
- well_update_person
- well_delete_company
- well_delete_person
- well_update_invoice
- well_delete_invoice
- well_add_contact_channel
- well_remove_contact_channel
- well_get_entity
- well_list_connector_tools
- well_invoke_connector_tool
- well_create_invoice_from_data
- well_list_workspaces
- well_list_connectors
- well_run_register_diff
- well_resolve_reconciliation_task
- well_resolve_register_diff_gap
- well_render_cost_structure
- well_create_invoice_document
- well_get_own_company
- well_list_missing_invoices
- well_list_periods
- well_preview_invoice_fetch
- well_switch_workspace
- well_list_counterparties
- well_wait_for_selection
- well_set_own_company
- well_get_design_tokens
- well_create_statement_upload
- well_upsert_accounting_settings
- well_search_context
- well_get_statement_import_result
- well_upload_statement_content
- well_upload_statement_bytes
- well_assign_account
- well_list_uncategorized_window
- well_render_burn
- well_sum_transactions
- well_sum_invoices
- well_render_mrr
- well_list_account_balances
- well_render_cash_position
- well_list_cash_scope
- well_render_runway
- well_render_cash_forecast
- well_render_cash_flow_bridge
- well_list_burn_exemptions
- well_list_recurring_contexts
- well_list_member_candidates
- well_invite_members
- well_enqueue_invoice_fetch
- well_list_missing_invoice_owners
- well_assign_missing_invoice_owners
- well_get_skill
- well_search_skill
- well_set_transaction_category
- well_list_accounts_needing_company
- well_list_unposted_transactions
- well_set_transaction_ledger_account
- well_show_records
- well_get_worklist_status
- well_get_connector_coverage
- well_show_workspace_picker
- well_get_session_digest
- well_propose_next_steps
- well_search_company_registry
- well_create_company_candidate
- well_create_company_workspace
- well_show_company_candidates
- well_get_accounting_settings
- well_show_accounting_settings
- well_list_retargetable_connectors
- well_show_retargetable_connectors
- well_retarget_connectors
- well_upload_document
- well_get_customer_einvoicing_details
- well_claim_statement_draft
- well_get_graph
- well_set_counterparty_default_category
- well_list_unposted_journals
- well_repost_journals
- well_list_ledger_accounts
This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.