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com.getsavitools/savi-tools

by getsavitools.com · remote · no sign-in to list tools · v1.0.0 · published by com.getsavitools

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

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25 tools: 25 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http savi-tools https://getsavitools.com/api/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

25 tools

Only reads 25Claude Code: allow
  • get_1099_summarySummary of the 1099-NEC amounts owed to contractors for a tax year, per vendor and in total, with the filing deadline.No findings

    Why it is in this group

    • The name "get_1099_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: 1099 summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_business_profileThe business’s own profile: legal name, entity type, the tax return it files, accounting method, fiscal year, industry, and address.No findings

    Why it is in this group

    • The name "get_business_profile" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Business profile
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • 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.No findings

    Why it is in this group

    • The name "get_business_snapshot" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Business snapshot
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_cash_summaryCash position from bank activity: money in, money out, net, and how many transactions still need review.No findings

    Why it is in this group

    • The name "get_cash_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Cash summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_client_summaryA single client’s summary: total invoiced, paid, outstanding, expenses, active projects, and last invoice date.No findings

    Why it is in this group

    • The name "get_client_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Client summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_contact_historySearch the subscriber’s own contacts by name, company, industry, or profession.No findings

    Why it is in this group

    • The name "get_contact_history" says "get": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Contact history
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_contact_summaryRolodex overview: how many contacts the subscriber has, how many have a phone or email, and the top industries and tags.No findings

    Why it is in this group

    • The name "get_contact_summary" says "get": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Contact summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_cost_summaryAll business costs for a period — expenses, mileage, and contractor bills — with by-category and by-month breakdowns.No findings

    Why it is in this group

    • The name "get_cost_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Cost summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_expense_summaryTotal expenses for a year with by-category and by-month breakdowns.No findings

    Why it is in this group

    • The name "get_expense_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Expense summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_goals_progressProgress toward the subscriber’s business goals: each outcome, its success signals, current vs.No findings

    Why it is in this group

    • The name "get_goals_progress" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Goals progress
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_invoice_detailsFull detail for one invoice — status, amounts, line items, payments, and balance due — found by invoice number or client name.No findings

    Why it is in this group

    • The name "get_invoice_details" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Invoice details
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_mileage_summaryTotal business miles and IRS mileage deduction for a calendar year, with a per-type breakdown.No findings

    Why it is in this group

    • The name "get_mileage_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Mileage summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_profitabilityRevenue vs.No findings

    Why it is in this group

    • The name "get_profitability" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Profitability
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_project_summaryA single project’s summary: hours logged vs.No findings

    Why it is in this group

    • The name "get_project_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Project summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_revenue_summaryTotal revenue with month-by-month and by-client breakdowns and any direct deposit income.No findings

    Why it is in this group

    • The name "get_revenue_summary" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Revenue summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • 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.).No findings

    Why it is in this group

    • The name "get_tax_deductions" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Tax deductions
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_tax_setasideEstimated annual and quarterly tax to set aside, the IRS safe-harbor minimum, and the next payment due date.No findings

    Why it is in this group

    • The name "get_tax_setaside" says "get": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Tax setaside
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • get_time_summaryHours logged over a period, split billable vs.No findings

    Why it is in this group

    • The name "get_time_summary" says "get": a word for reading.
    Description, as the server wrote it
    Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"

    Annotations the server declares

    • title: Time summary
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_bills_owedList the contractor/vendor bills the business still owes, with balance due and how overdue each is.No findings

    Why it is in this group

    • The name "list_bills_owed" says "list": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Bills owed
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_clientsList the subscriber’s clients with their billing profile, optionally filtered by a name/notes search.No findings

    Why it is in this group

    • The name "list_clients" says "list": a word for reading.
    Description, as the server wrote it
    List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"

    Annotations the server declares

    • title: Clients
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_outstanding_invoicesList the outstanding (sent, viewed, or overdue) invoices with aging buckets and the oldest one.No findings

    Why it is in this group

    • The name "list_outstanding_invoices" says "list": a word for reading.
    Description, as the server wrote it
    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?"

    Annotations the server declares

    • title: Outstanding invoices
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_projectsList projects with their client, type, budget, and dates, optionally filtered to active-only.No findings

    Why it is in this group

    • The name "list_projects" says "list": a word for reading.
    Description, as the server wrote it
    List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"

    Annotations the server declares

    • title: Projects
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_recent_expensesList the most recent expenses, newest first, optionally filtered by category.No findings

    Why it is in this group

    • The name "list_recent_expenses" says "list": a word for reading.
    Description, as the server wrote it
    List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"

    Annotations the server declares

    • title: Recent expenses
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_recent_invoicesList the most recent invoices, newest first, optionally filtered by status.No findings

    Why it is in this group

    • The name "list_recent_invoices" says "list": a word for reading.
    Description, as the server wrote it
    List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"

    Annotations the server declares

    • title: Recent invoices
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false
  • list_uncategorized_transactionsList bank transactions still waiting to be categorized/reviewed, with a count and total.No findings

    Why it is in this group

    • The name "list_uncategorized_transactions" says "list": a word for reading.
    Description, as the server wrote it
    List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"

    Annotations the server declares

    • title: Uncategorized transactions
    • readOnlyHint: true
    • destructiveHint: false
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http savi-tools https://getsavitools.com/api/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__savi-tools__list_outstanding_invoices",
      "mcp__savi-tools__get_mileage_summary",
      "mcp__savi-tools__get_contact_history",
      "mcp__savi-tools__get_contact_summary",
      "mcp__savi-tools__get_business_snapshot",
      "mcp__savi-tools__get_tax_setaside",
      "mcp__savi-tools__get_revenue_summary",
      "mcp__savi-tools__get_invoice_details",
      "mcp__savi-tools__list_recent_invoices",
      "mcp__savi-tools__get_expense_summary",
      "mcp__savi-tools__list_recent_expenses",
      "mcp__savi-tools__get_cost_summary",
      "mcp__savi-tools__list_bills_owed",
      "mcp__savi-tools__get_profitability",
      "mcp__savi-tools__get_tax_deductions",
      "mcp__savi-tools__get_1099_summary",
      "mcp__savi-tools__list_clients",
      "mcp__savi-tools__get_client_summary",
      "mcp__savi-tools__list_projects",
      "mcp__savi-tools__get_project_summary",
      "mcp__savi-tools__get_time_summary",
      "mcp__savi-tools__get_cash_summary",
      "mcp__savi-tools__list_uncategorized_transactions",
      "mcp__savi-tools__get_goals_progress",
      "mcp__savi-tools__get_business_profile"
    ],
    "ask": [],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as savi-tools. Review it before you use it.