Savi Tools

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "savi-tools": {
      "type": "http",
      "url": "https://getsavitools.com/api/mcp"
    }
  }
}

25 tools

• 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?"

• 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?"

• 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…

• 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.

• 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?"

• 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?"

• 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?"

• 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?"

• 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?"

• 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?"

• list_recent_expenses

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

• 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?"

• 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?"

• 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?"

• 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?"

• 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?"

• list_clients

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

• 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?"

• list_projects

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

• 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?"

• 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?"

• 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?"

• list_uncategorized_transactions

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

• 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?"

• 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?"

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