Savi Tools

Official25 tools

by getsavitools

Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.

Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.

🛠️ Key Features

Inquiries related to invoices, expenses, and mileage
AI-assisted retrieval of business data from Savi Tools
Centralized information access through a conversational interface

🚀 Use Cases

Querying outstanding invoices and payment status
Tracking business expenses and reimbursements
Calculating mileage for reimbursements or tax purposes
Getting quick summaries of Savi Tools financials

⚡ Developer Benefits

Simple integration for AI-driven business data access
Focused scope around invoicing, expenses, and mileage
Lightweight server data model aligned with Savi Tools workflows

⚠️ Limitations

Descriptions limited to invoices, expenses, mileage, and related data
May rely on external data sources for real-time accuracy
Model context constrained to described capabilities and fields

Captured live from the server via tools/list.

list_outstanding_invoices

List the outstanding (sent, viewed, or overdue) invoices with aging buckets and the oldest one. Answers "who still owes me money, and how old is the oldest invoice?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

get_mileage_summary

Total business miles and IRS mileage deduction for a calendar year, with a per-type breakdown. Answers "what is my mileage deduction so far this year?"

Parameters1

year

integer

optional

Calendar year, e.g. 2026. Defaults to the current year.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year, e.g. 2026. Defaults to the current year."
    }
  },
  "additionalProperties": false
}

get_contact_history

Search the subscriber’s own contacts by name, company, industry, or profession. Returns each match with phone/mobile/email, title, company, industry, tags, and relationship history. Answers "I am about to call the Chens, what is our history?" and "list my real-estate contacts with their phone numbers." Contacts flagged doNotShare asked not to be passed along.

Parameters1

query

string

required

Name or company to search for.

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Name or company to search for."
    }
  },
  "required": [
    "query"
  ],
  "additionalProperties": false
}

get_contact_summary

Rolodex overview: how many contacts the subscriber has, how many have a phone or email, and the top industries and tags. Answers "how many contacts do I have?" and "what industries are my contacts in?" Use get_contact_history to look up specific people.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

get_business_snapshot

One-look snapshot of the business right now: money in, money out, net, outstanding invoices, bills owed, and how much tax to set aside. Answers "how is my business doing this year?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

get_tax_setaside

Estimated annual and quarterly tax to set aside, the IRS safe-harbor minimum, and the next payment due date. Answers "how much should I be setting aside for taxes and when is the next payment due?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

get_revenue_summary

Total revenue with month-by-month and by-client breakdowns and any direct deposit income. Answers "how much have I made this year and who are my top clients?"

Parameters1

year

integer

optional

Calendar year. Omit to use the current fiscal year.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year. Omit to use the current fiscal year."
    }
  },
  "additionalProperties": false
}

get_invoice_details

Full detail for one invoice — status, amounts, line items, payments, and balance due — found by invoice number or client name. Answers "what is on invoice 1042?" or "what does the Acme invoice still owe?"

Parameters1

number_or_client

string

required

Invoice number or client name to look up.

Raw schema

{
  "type": "object",
  "properties": {
    "number_or_client": {
      "type": "string",
      "description": "Invoice number or client name to look up."
    }
  },
  "required": [
    "number_or_client"
  ],
  "additionalProperties": false
}

list_recent_invoices

List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"

Parameters2

status	string	optional	Optional status filter: draft, sent, viewed, overdue, paid, or void.
limit	integer	optional	How many to return (default 10, max 50).

Raw schema

{
  "type": "object",
  "properties": {
    "status": {
      "type": "string",
      "description": "Optional status filter: draft, sent, viewed, overdue, paid, or void."
    },
    "limit": {
      "type": "integer",
      "description": "How many to return (default 10, max 50)."
    }
  },
  "additionalProperties": false
}

get_expense_summary

Total expenses for a year with by-category and by-month breakdowns. Answers "what did I spend on software this year?" or "where is my money going?"

Parameters2

year	integer	optional	Calendar year. Defaults to the current year.
category	string	optional	Optional category name to filter to (e.g. "Software & Subscriptions").

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year. Defaults to the current year."
    },
    "category": {
      "type": "string",
      "description": "Optional category name to filter to (e.g. \"Software & Subscriptions\")."
    }
  },
  "additionalProperties": false
}

list_recent_expenses

List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"

Parameters2

limit	integer	optional	How many to return (default 10, max 50).
category	string	optional	Optional category name to filter to.

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "description": "How many to return (default 10, max 50)."
    },
    "category": {
      "type": "string",
      "description": "Optional category name to filter to."
    }
  },
  "additionalProperties": false
}

get_cost_summary

All business costs for a period — expenses, mileage, and contractor bills — with by-category and by-month breakdowns. Answers "what were my total costs last quarter?"

Parameters1

period

string

optional

A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year.

Raw schema

{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "description": "A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year."
    }
  },
  "additionalProperties": false
}

list_bills_owed

List the contractor/vendor bills the business still owes, with balance due and how overdue each is. Answers "what bills do I still need to pay?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

get_profitability

Revenue vs. costs, net profit, and margin over a period, optionally broken down by client. Answers "am I profitable this year?" or "which client is most profitable?"

Parameters2

period	string	optional	A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year.
byClient	boolean	optional	Include a per-client profitability breakdown.

Raw schema

{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "description": "A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year."
    },
    "byClient": {
      "type": "boolean",
      "description": "Include a per-client profitability breakdown."
    }
  },
  "additionalProperties": false
}

get_tax_deductions

Deductible costs mapped onto the lines of the tax return the business actually files (Schedule C, 1120, 1120-S, 1065, or 990), with entity-aware treatment (meals at 50%, etc.). Answers "what are my deductions this year and where do they land on my return?"

Parameters1

year

integer

optional

Calendar year. Omit to use the current fiscal year.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year. Omit to use the current fiscal year."
    }
  },
  "additionalProperties": false
}

get_1099_summary

Summary of the 1099-NEC amounts owed to contractors for a tax year, per vendor and in total, with the filing deadline. Answers "which contractors need a 1099 this year?"

Parameters1

year

integer

optional

Tax year. Defaults to the current year.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Tax year. Defaults to the current year."
    }
  },
  "additionalProperties": false
}

list_clients

List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"

Parameters1

query

string

optional

Optional name or notes search.

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional name or notes search."
    }
  },
  "additionalProperties": false
}

get_client_summary

A single client’s summary: total invoiced, paid, outstanding, expenses, active projects, and last invoice date. Answers "how much has Acme paid me and what do they still owe?"

Parameters1

name

string

required

Client name to look up.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Client name to look up."
    }
  },
  "required": [
    "name"
  ],
  "additionalProperties": false
}

list_projects

List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"

Parameters1

active

boolean

optional

Filter to active (true) or paused (false) projects. Omit for all.

Raw schema

{
  "type": "object",
  "properties": {
    "active": {
      "type": "boolean",
      "description": "Filter to active (true) or paused (false) projects. Omit for all."
    }
  },
  "additionalProperties": false
}

get_project_summary

A single project’s summary: hours logged vs. budget, billable hours, expenses, and mileage. Answers "how many hours are left in the Acme redesign budget?"

Parameters1

name

string

required

Project name to look up.

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Project name to look up."
    }
  },
  "required": [
    "name"
  ],
  "additionalProperties": false
}

get_time_summary

Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"

Parameters2

period	string	optional	A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year.
project	string	optional	Optional project name to filter to.

Raw schema

{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "description": "A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year."
    },
    "project": {
      "type": "string",
      "description": "Optional project name to filter to."
    }
  },
  "additionalProperties": false
}

get_cash_summary

Cash position from bank activity: money in, money out, net, and how many transactions still need review. Answers "how much cash has moved through my accounts?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

list_uncategorized_transactions

List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"

Parameters1

limit

integer

optional

How many to return (default 10, max 50).

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "description": "How many to return (default 10, max 50)."
    }
  },
  "additionalProperties": false
}

get_goals_progress

Progress toward the subscriber’s business goals: each outcome, its success signals, current vs. target, and percent complete. Answers "how am I tracking against my goals this year?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

get_business_profile

The business’s own profile: legal name, entity type, the tax return it files, accounting method, fiscal year, industry, and address. Answers "what tax form does my business file and what is my fiscal year?"

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

Install

Tools (25)

list_outstanding_invoicesget_mileage_summaryget_contact_historyget_contact_summaryget_business_snapshotget_tax_setasideget_revenue_summaryget_invoice_details

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://getsavitools.com/api/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "savi-tools": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://getsavitools.com/api/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.

Savi Tools - agentage MCP Catalog