Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
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https://getsavitools.com/api/mcp25 tools · 971mslist_outstanding_invoicesList 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?"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?"
No input schema was published for this tool.
get_mileage_summaryTotal 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| year | integer | Calendar year, e.g. 2026. Defaults to the current year. |
get_contact_historySearch 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 numbe…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 numbe…
| Parameter | Type | Description |
|---|---|---|
| query* | string | Name or company to search for. |
get_contact_summaryRolodex 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.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.
No input schema was published for this tool.
get_business_snapshotOne-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?"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?"
No input schema was published for this tool.
get_tax_setasideEstimated 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?"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?"
No input schema was published for this tool.
get_revenue_summaryTotal 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| year | integer | Calendar year. Omit to use the current fiscal year. |
get_invoice_detailsFull 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| number_or_client* | string | Invoice number or client name to look up. |
list_recent_invoicesList the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"
| Parameter | Type | Description |
|---|---|---|
| status | string | Optional status filter: draft, sent, viewed, overdue, paid, or void. |
| limit | integer | How many to return (default 10, max 50). |
get_expense_summaryTotal 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| year | integer | Calendar year. Defaults to the current year. |
| category | string | Optional category name to filter to (e.g. "Software & Subscriptions"). |
list_recent_expensesList the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"
| Parameter | Type | Description |
|---|---|---|
| limit | integer | How many to return (default 10, max 50). |
| category | string | Optional category name to filter to. |
get_cost_summaryAll 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| period | string | A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year. |
list_bills_owedList 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?"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?"
No input schema was published for this tool.
get_profitabilityRevenue 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| period | string | A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year. |
| byClient | boolean | Include a per-client profitability breakdown. |
get_tax_deductionsDeductible 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| year | integer | Calendar year. Omit to use the current fiscal year. |
get_1099_summarySummary 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| year | integer | Tax year. Defaults to the current year. |
list_clientsList the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"
| Parameter | Type | Description |
|---|---|---|
| query | string | Optional name or notes search. |
get_client_summaryA 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?"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?"
| Parameter | Type | Description |
|---|---|---|
| name* | string | Client name to look up. |
list_projectsList projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"
| Parameter | Type | Description |
|---|---|---|
| active | boolean | Filter to active (true) or paused (false) projects. Omit for all. |
get_project_summaryA single project’s summary: hours logged vs. budget, billable hours, expenses, and mileage. Answers "how many hours are left in the Acme redesign budget?"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?"
| Parameter | Type | Description |
|---|---|---|
| name* | string | Project name to look up. |
get_time_summaryHours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"
| Parameter | Type | Description |
|---|---|---|
| period | string | A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year. |
| project | string | Optional project name to filter to. |
get_cash_summaryCash 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?"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?"
No input schema was published for this tool.
list_uncategorized_transactionsList bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"
| Parameter | Type | Description |
|---|---|---|
| limit | integer | How many to return (default 10, max 50). |
get_goals_progressProgress 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?"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?"
No input schema was published for this tool.
get_business_profileThe 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?"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?"
No input schema was published for this tool.
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Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
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