savi-tools
Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
Should I use this
Quality & Safety
A
Findings (7)
- LOWTool 'get_mileage_summary' description lacks action verbin get_mileage_summary
- LOWTool 'get_revenue_summary' description lacks action verbin get_revenue_summary
- LOWTool 'get_invoice_details' description lacks action verbin get_invoice_details
- LOWTool 'get_expense_summary' description lacks action verbin get_expense_summary
- LOWTool 'get_profitability' description lacks action verbin get_profitability
- LOWTool 'get_tax_deductions' description lacks action verbin get_tax_deductions
- LOWTool 'list_uncategorized_transactions' name length outside 3-30 rangein list_uncategorized_transactions
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
~7,077Tokens (tool definitions)
~2.5 KBTypical response size
Significant attention impact (5.53% of 128k context)
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"savi-tools": {
"url": "https://getsavitools.com/api/mcp"
}
}
}Remote endpoints
https://getsavitools.com/api/mcpstreamable-httpWhat it can do
Tool inventory
Tools (25)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"summary": {
"type": "object",
"properties": {
"current": {
"type": "number"
},
"days1to30": {
"type": "number"
},
"days31to60": {
"type": "number"
},
"days60plus": {
"type": "number"
},
"total": {
"type": "number"
},
"oldestDaysOverdue": {
"type": "number"
},
"oldestInvoiceNumber": {
"type": [
"string",
"null"
]
}
},
"required": [
"current",
"days1to30",
"days31to60",
"days60plus",
"total",
"oldestDaysOverdue",
"oldestInvoiceNumber"
]
},
"invoices": {
"type": "array",
"items": {
"type": "object",
"properties": {
"invoiceNumber": {
"type": [
"string",
"null"
]
},
"clientName": {
"type": [
"string",
"null"
]
},
"status": {
"type": "string"
},
"dueDate": {
"type": [
"string",
"null"
]
},
"total": {
"type": "number"
},
"daysOverdue": {
"type": "number"
}
},
"required": [
"invoiceNumber",
"clientName",
"status",
"dueDate",
"total",
"daysOverdue"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"summary",
"invoices"
]
}🟢get_mileage_summary(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?"
Input Schema
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year, e.g. 2026. Defaults to the current year."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"year": {
"type": "number"
},
"totalMiles": {
"type": "number"
},
"totalDeductionValue": {
"type": "number"
},
"tripCount": {
"type": "number"
},
"personalTripCount": {
"type": "number"
},
"byType": {
"type": "object",
"additionalProperties": {
"type": "object",
"properties": {
"miles": {
"type": "number"
},
"deductionValue": {
"type": "number"
},
"trips": {
"type": "number"
}
},
"required": [
"miles",
"deductionValue",
"trips"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"year",
"totalMiles",
"totalDeductionValue",
"tripCount",
"personalTripCount",
"byType"
]
}🟢get_contact_history(query)
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.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Name or company to search for."
}
},
"required": [
"query"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string"
},
"title": {
"type": [
"string",
"null"
]
},
"company": {
"type": [
"string",
"null"
]
},
"industry": {
"type": [
"string",
"null"
]
},
"profession": {
"type": [
"string",
"null"
]
},
"city": {
"type": [
"string",
"null"
]
},
"phone": {
"type": [
"string",
"null"
]
},
"mobile": {
"type": [
"string",
"null"
]
},
"email": {
"type": [
"string",
"null"
]
},
"tags": {
"type": "array",
"items": {
"type": "string"
}
},
"history": {
"type": [
"string",
"null"
]
},
"doNotShare": {
"type": "boolean"
}
},
"required": [
"name",
"title",
"company",
"industry",
"profession",
"city",
"phone",
"mobile",
"email",
"tags",
"history",
"doNotShare"
]
}
}
},
"required": [
"items"
]
}🟢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.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"totalContacts": {
"type": "number"
},
"withPhoneOrMobile": {
"type": "number"
},
"withEmail": {
"type": "number"
},
"markedDoNotShare": {
"type": "number"
},
"byIndustry": {
"type": "object",
"additionalProperties": {
"type": "number"
}
},
"byTag": {
"type": "object",
"additionalProperties": {
"type": "number"
}
}
},
"required": [
"totalContacts",
"withPhoneOrMobile",
"withEmail",
"markedDoNotShare",
"byIndustry",
"byTag"
]
}🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"period": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"moneyIn": {
"type": "number"
},
"moneyOut": {
"type": "number"
},
"net": {
"type": "number"
},
"outstanding": {
"type": "object",
"properties": {
"total": {
"type": "number"
},
"count": {
"type": "number"
}
},
"required": [
"total",
"count"
]
},
"billsOwed": {
"type": "object",
"properties": {
"total": {
"type": "number"
},
"count": {
"type": "number"
}
},
"required": [
"total",
"count"
]
},
"taxSetAside": {
"type": "object",
"properties": {
"estimatedAnnualTax": {
"type": "number"
},
"quarterlyPayment": {
"type": "number"
},
"shouldHaveSavedByNow": {
"type": "number"
},
"nextPaymentDue": {
"type": "object",
"properties": {
"label": {
"type": "string"
},
"amount": {
"type": "number"
},
"dueDate": {
"type": "string"
}
},
"required": [
"label",
"amount",
"dueDate"
]
}
},
"required": [
"estimatedAnnualTax",
"quarterlyPayment",
"shouldHaveSavedByNow",
"nextPaymentDue"
]
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"period",
"accountingMethod",
"moneyIn",
"moneyOut",
"net",
"outstanding",
"billsOwed",
"taxSetAside"
]
}🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"year": {
"type": "number"
},
"accountingMethod": {
"type": "string"
},
"estimatedAnnualTax": {
"type": "number"
},
"quarterlyPayment": {
"type": "number"
},
"safeHarborAnnual": {
"type": "number"
},
"safeHarborQuarterly": {
"type": "number"
},
"shouldHaveSavedByNow": {
"type": "number"
},
"effectiveRate": {
"type": "number"
},
"filingStatus": {
"type": "string"
},
"breakdown": {
"type": "object",
"properties": {
"federalTax": {
"type": "number"
},
"seTax": {
"type": "number"
},
"stateTax": {
"type": "number"
},
"stateName": {
"type": "string"
}
},
"required": [
"federalTax",
"seTax",
"stateTax",
"stateName"
]
},
"nextPaymentDue": {
"type": "object",
"properties": {
"label": {
"type": "string"
},
"amount": {
"type": "number"
},
"dueDate": {
"type": "string"
}
},
"required": [
"label",
"amount",
"dueDate"
]
},
"quarters": {
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string"
},
"amount": {
"type": "number"
},
"dueDate": {
"type": "string"
}
},
"required": [
"label",
"amount",
"dueDate"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"year",
"accountingMethod",
"estimatedAnnualTax",
"quarterlyPayment",
"safeHarborAnnual",
"safeHarborQuarterly",
"shouldHaveSavedByNow",
"effectiveRate",
"filingStatus",
"breakdown",
"nextPaymentDue",
"quarters"
]
}🟢get_revenue_summary(year)
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?"
Input Schema
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"period": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"total": {
"type": "number"
},
"invoiceCount": {
"type": "number"
},
"depositRevenue": {
"type": "number"
},
"byMonth": {
"type": "array",
"items": {
"type": "object",
"properties": {
"month": {
"type": "string"
},
"total": {
"type": "number"
},
"count": {
"type": "number"
}
},
"required": [
"month",
"total",
"count"
]
}
},
"byClient": {
"type": "array",
"items": {
"type": "object",
"properties": {
"clientName": {
"type": "string"
},
"total": {
"type": "number"
},
"invoiceCount": {
"type": "number"
}
},
"required": [
"clientName",
"total",
"invoiceCount"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"period",
"accountingMethod",
"total",
"invoiceCount",
"depositRevenue",
"byMonth",
"byClient"
]
}🟢get_invoice_details(number_or_client)
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?"
Input Schema
{
"type": "object",
"properties": {
"number_or_client": {
"type": "string",
"description": "Invoice number or client name to look up."
}
},
"required": [
"number_or_client"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"invoiceNumber": {
"type": [
"string",
"null"
]
},
"clientName": {
"type": [
"string",
"null"
]
},
"status": {
"type": "string"
},
"issueDate": {
"type": [
"string",
"null"
]
},
"dueDate": {
"type": [
"string",
"null"
]
},
"paidAt": {
"type": [
"string",
"null"
]
},
"subtotal": {
"type": "number"
},
"taxAmount": {
"type": "number"
},
"total": {
"type": "number"
},
"amountPaid": {
"type": "number"
},
"balanceDue": {
"type": "number"
},
"currency": {
"type": "string"
},
"notes": {
"type": [
"string",
"null"
]
},
"lineItems": {
"type": "array",
"items": {
"type": "object",
"properties": {
"description": {
"type": "string"
},
"quantity": {
"type": "number"
},
"rate": {
"type": "number"
},
"amount": {
"type": "number"
}
},
"required": [
"description",
"quantity",
"rate",
"amount"
]
}
},
"payments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"amount": {
"type": "number"
},
"paymentDate": {
"type": "string"
},
"method": {
"type": [
"string",
"null"
]
},
"reference": {
"type": [
"string",
"null"
]
}
},
"required": [
"amount",
"paymentDate",
"method",
"reference"
]
}
}
},
"required": [
"invoiceNumber",
"clientName",
"status",
"issueDate",
"dueDate",
"paidAt",
"subtotal",
"taxAmount",
"total",
"amountPaid",
"balanceDue",
"currency",
"notes",
"lineItems",
"payments"
]
}🟢list_recent_invoices(status, limit)
List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"
Input 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
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"invoiceNumber": {
"type": [
"string",
"null"
]
},
"clientName": {
"type": [
"string",
"null"
]
},
"status": {
"type": "string"
},
"total": {
"type": "number"
},
"issueDate": {
"type": [
"string",
"null"
]
},
"dueDate": {
"type": [
"string",
"null"
]
}
},
"required": [
"invoiceNumber",
"clientName",
"status",
"total",
"issueDate",
"dueDate"
]
}
}
},
"required": [
"items"
]
}🟢get_expense_summary(year, category)
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?"
Input 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
}Output Schema
{
"type": "object",
"properties": {
"period": {
"type": "string"
},
"total": {
"type": "number"
},
"count": {
"type": "number"
},
"byCategory": {
"type": "array",
"items": {
"type": "object",
"properties": {
"category": {
"type": "string"
},
"amount": {
"type": "number"
},
"percentage": {
"type": "number"
}
},
"required": [
"category",
"amount",
"percentage"
]
}
},
"byMonth": {
"type": "array",
"items": {
"type": "object",
"properties": {
"month": {
"type": "string"
},
"amount": {
"type": "number"
}
},
"required": [
"month",
"amount"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"period",
"total",
"count",
"byCategory",
"byMonth"
]
}🟢list_recent_expenses(limit, category)
List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"
Input 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
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"date": {
"type": "string"
},
"vendor": {
"type": "string"
},
"amount": {
"type": "number"
},
"category": {
"type": "string"
},
"notes": {
"type": [
"string",
"null"
]
},
"paymentMethod": {
"type": [
"string",
"null"
]
}
},
"required": [
"date",
"vendor",
"amount",
"category",
"notes",
"paymentMethod"
]
}
}
},
"required": [
"items"
]
}🟢get_cost_summary(period)
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?"
Input 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
}Output Schema
{
"type": "object",
"properties": {
"period": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"grandTotal": {
"type": "object",
"properties": {
"expenses": {
"type": "number"
},
"mileage": {
"type": "number"
},
"bills": {
"type": "number"
},
"total": {
"type": "number"
}
},
"required": [
"expenses",
"mileage",
"bills",
"total"
]
},
"byCategory": {
"type": "array",
"items": {
"type": "object",
"properties": {
"category": {
"type": "string"
},
"amount": {
"type": "number"
},
"percentage": {
"type": "number"
}
},
"required": [
"category",
"amount",
"percentage"
]
}
},
"byMonth": {
"type": "array",
"items": {
"type": "object",
"properties": {
"month": {
"type": "string"
},
"expenses": {
"type": "number"
},
"mileage": {
"type": "number"
},
"bills": {
"type": "number"
},
"total": {
"type": "number"
}
},
"required": [
"month",
"expenses",
"mileage",
"bills",
"total"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"period",
"accountingMethod",
"grandTotal",
"byCategory",
"byMonth"
]
}🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"total": {
"type": "number"
},
"count": {
"type": "number"
},
"bills": {
"type": "array",
"items": {
"type": "object",
"properties": {
"vendorName": {
"type": "string"
},
"billNumber": {
"type": [
"string",
"null"
]
},
"description": {
"type": [
"string",
"null"
]
},
"amount": {
"type": "number"
},
"amountPaid": {
"type": "number"
},
"balanceDue": {
"type": "number"
},
"issueDate": {
"type": [
"string",
"null"
]
},
"dueDate": {
"type": [
"string",
"null"
]
},
"daysOverdue": {
"type": "number"
}
},
"required": [
"vendorName",
"billNumber",
"description",
"amount",
"amountPaid",
"balanceDue",
"issueDate",
"dueDate",
"daysOverdue"
]
}
}
},
"required": [
"total",
"count",
"bills"
]
}🟢get_profitability(period, byClient)
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?"
Input 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
}Output Schema
{
"type": "object",
"properties": {
"period": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"summary": {
"type": "object",
"properties": {
"revenue": {
"type": "number"
},
"costs": {
"type": "number"
},
"net": {
"type": "number"
},
"margin": {
"type": "number"
}
},
"required": [
"revenue",
"costs",
"net",
"margin"
]
},
"byMonth": {
"type": "array",
"items": {
"type": "object",
"properties": {
"month": {
"type": "string"
},
"revenue": {
"type": "number"
},
"costs": {
"type": "number"
},
"net": {
"type": "number"
}
},
"required": [
"month",
"revenue",
"costs",
"net"
]
}
},
"byClient": {
"type": "array",
"items": {
"type": "object",
"properties": {
"clientName": {
"type": "string"
},
"revenue": {
"type": "number"
},
"costs": {
"type": "number"
},
"net": {
"type": "number"
},
"margin": {
"type": [
"number",
"null"
]
}
},
"required": [
"clientName",
"revenue",
"costs",
"net",
"margin"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"period",
"accountingMethod",
"summary",
"byMonth"
]
}🟢get_tax_deductions(year)
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?"
Input Schema
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"form": {
"type": "string"
},
"formLabel": {
"type": "string"
},
"method": {
"type": "string"
},
"periodStart": {
"type": "string"
},
"periodEnd": {
"type": "string"
},
"totalDeductions": {
"type": "number"
},
"lines": {
"type": "array",
"items": {
"type": "object",
"properties": {
"line": {
"type": "string"
},
"amount": {
"type": "number"
}
},
"required": [
"line",
"amount"
]
}
},
"basis": {
"type": "object",
"properties": {
"timezone": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"definitions": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"timezone",
"definitions"
]
}
},
"required": [
"form",
"formLabel",
"method",
"periodStart",
"periodEnd",
"totalDeductions",
"lines"
]
}🟢get_1099_summary(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?"
Input Schema
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Tax year. Defaults to the current year."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"taxYear": {
"type": "number"
},
"count": {
"type": "number"
},
"total": {
"type": "number"
},
"filingDeadline": {
"type": "string"
},
"vendors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"vendorName": {
"type": "string"
},
"box1Amount": {
"type": "number"
},
"status": {
"type": "string"
}
},
"required": [
"vendorName",
"box1Amount",
"status"
]
}
}
},
"required": [
"taxYear",
"count",
"total",
"filingDeadline",
"vendors"
]
}🟢list_clients(query)
List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Optional name or notes search."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string"
},
"city": {
"type": [
"string",
"null"
]
},
"state": {
"type": [
"string",
"null"
]
},
"phone": {
"type": [
"string",
"null"
]
},
"billingEmail": {
"type": [
"string",
"null"
]
},
"billingFrequency": {
"type": "string"
},
"billingTermsDays": {
"type": "number"
},
"notes": {
"type": [
"string",
"null"
]
}
},
"required": [
"name",
"city",
"state",
"phone",
"billingEmail",
"billingFrequency",
"billingTermsDays",
"notes"
]
}
}
},
"required": [
"items"
]
}🟢get_client_summary(name)
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?"
Input Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Client name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"city": {
"type": [
"string",
"null"
]
},
"state": {
"type": [
"string",
"null"
]
},
"billingEmail": {
"type": [
"string",
"null"
]
},
"billingFrequency": {
"type": "string"
},
"billingTermsDays": {
"type": "number"
},
"notes": {
"type": [
"string",
"null"
]
},
"invoiced": {
"type": "object",
"properties": {
"total": {
"type": "number"
},
"count": {
"type": "number"
}
},
"required": [
"total",
"count"
]
},
"paid": {
"type": "number"
},
"outstanding": {
"type": "number"
},
"expenses": {
"type": "number"
},
"activeProjects": {
"type": "number"
},
"lastInvoiceDate": {
"type": [
"string",
"null"
]
}
},
"required": [
"name",
"city",
"state",
"billingEmail",
"billingFrequency",
"billingTermsDays",
"notes",
"invoiced",
"paid",
"outstanding",
"expenses",
"activeProjects",
"lastInvoiceDate"
]
}🟢list_projects(active)
List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"
Input Schema
{
"type": "object",
"properties": {
"active": {
"type": "boolean",
"description": "Filter to active (true) or paused (false) projects. Omit for all."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string"
},
"clientName": {
"type": [
"string",
"null"
]
},
"projectType": {
"type": "string"
},
"isActive": {
"type": "boolean"
},
"budgetHours": {
"type": [
"number",
"null"
]
},
"fixedFeeAmount": {
"type": [
"number",
"null"
]
},
"startDate": {
"type": [
"string",
"null"
]
},
"endDate": {
"type": [
"string",
"null"
]
}
},
"required": [
"name",
"clientName",
"projectType",
"isActive",
"budgetHours",
"fixedFeeAmount",
"startDate",
"endDate"
]
}
}
},
"required": [
"items"
]
}🟢get_project_summary(name)
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?"
Input Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Project name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"clientName": {
"type": [
"string",
"null"
]
},
"projectType": {
"type": "string"
},
"isActive": {
"type": "boolean"
},
"budgetHours": {
"type": [
"number",
"null"
]
},
"fixedFeeAmount": {
"type": [
"number",
"null"
]
},
"hoursLogged": {
"type": "number"
},
"billableHours": {
"type": "number"
},
"hoursRemaining": {
"type": [
"number",
"null"
]
},
"expenses": {
"type": "number"
},
"mileageDeduction": {
"type": "number"
}
},
"required": [
"name",
"clientName",
"projectType",
"isActive",
"budgetHours",
"fixedFeeAmount",
"hoursLogged",
"billableHours",
"hoursRemaining",
"expenses",
"mileageDeduction"
]
}🟢get_time_summary(period, project)
Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"
Input 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
}Output Schema
{
"type": "object",
"properties": {
"period": {
"type": "string"
},
"totalHours": {
"type": "number"
},
"billableHours": {
"type": "number"
},
"nonBillableHours": {
"type": "number"
},
"entryCount": {
"type": "number"
},
"byProject": {
"type": "array",
"items": {
"type": "object",
"properties": {
"projectName": {
"type": "string"
},
"hours": {
"type": "number"
},
"billableHours": {
"type": "number"
}
},
"required": [
"projectName",
"hours",
"billableHours"
]
}
}
},
"required": [
"period",
"totalHours",
"billableHours",
"nonBillableHours",
"entryCount",
"byProject"
]
}🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"moneyIn": {
"type": "number"
},
"moneyOut": {
"type": "number"
},
"net": {
"type": "number"
},
"committedCount": {
"type": "number"
},
"pendingReviewCount": {
"type": "number"
},
"uncategorizedCount": {
"type": "number"
}
},
"required": [
"moneyIn",
"moneyOut",
"net",
"committedCount",
"pendingReviewCount",
"uncategorizedCount"
]
}🟢list_uncategorized_transactions(limit)
List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"
Input Schema
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"description": "How many to return (default 10, max 50)."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"count": {
"type": "number"
},
"total": {
"type": "number"
},
"transactions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"date": {
"type": "string"
},
"description": {
"type": "string"
},
"amount": {
"type": "number"
},
"txType": {
"type": "string"
}
},
"required": [
"date",
"description",
"amount",
"txType"
]
}
}
},
"required": [
"count",
"total",
"transactions"
]
}🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"outcomeCount": {
"type": "number"
},
"signalCount": {
"type": "number"
},
"overallProgressPercent": {
"type": "number"
},
"outcomes": {
"type": "array",
"items": {
"type": "object",
"properties": {
"title": {
"type": "string"
},
"progressPercent": {
"type": "number"
},
"signals": {
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string"
},
"currentValue": {
"type": "number"
},
"targetValue": {
"type": "number"
},
"unit": {
"type": "string"
},
"progressPercent": {
"type": "number"
},
"deadline": {
"type": "string"
}
},
"required": [
"label",
"currentValue",
"targetValue",
"unit",
"progressPercent",
"deadline"
]
}
}
},
"required": [
"title",
"progressPercent",
"signals"
]
}
}
},
"required": [
"outcomeCount",
"signalCount",
"overallProgressPercent",
"outcomes"
]
}🟢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?"
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"businessName": {
"type": [
"string",
"null"
]
},
"ownerName": {
"type": [
"string",
"null"
]
},
"entityType": {
"type": [
"string",
"null"
]
},
"taxElection": {
"type": [
"string",
"null"
]
},
"taxReturnForm": {
"type": "string"
},
"taxReturnFormLabel": {
"type": "string"
},
"accountingMethod": {
"type": "string"
},
"expenseBillingPolicy": {
"type": "string"
},
"fiscalYearEnd": {
"type": "string"
},
"orgMode": {
"type": "string"
},
"industry": {
"type": [
"string",
"null"
]
},
"ein": {
"type": [
"string",
"null"
]
},
"address": {
"type": [
"object",
"null"
],
"properties": {
"street": {
"type": [
"string",
"null"
]
},
"city": {
"type": [
"string",
"null"
]
},
"state": {
"type": [
"string",
"null"
]
},
"zip": {
"type": [
"string",
"null"
]
}
},
"required": [
"street",
"city",
"state",
"zip"
]
}
},
"required": [
"businessName",
"ownerName",
"entityType",
"taxElection",
"taxReturnForm",
"taxReturnFormLabel",
"accountingMethod",
"expenseBillingPolicy",
"fiscalYearEnd",
"orgMode",
"industry",
"ein",
"address"
]
}Community
Evidence
Recent observations
verifiedversion not recorded25 tools
verifiedversion not recorded25 tools