savi-tools
Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
사용해야 할까요
품질 및 안전성
A
발견 사항 (7)
- LOWTool 'get_mileage_summary' description lacks action verbget_mileage_summary에서
- LOWTool 'get_revenue_summary' description lacks action verbget_revenue_summary에서
- LOWTool 'get_invoice_details' description lacks action verbget_invoice_details에서
- LOWTool 'get_expense_summary' description lacks action verbget_expense_summary에서
- LOWTool 'get_profitability' description lacks action verbget_profitability에서
- LOWTool 'get_tax_deductions' description lacks action verbget_tax_deductions에서
- LOWTool 'list_uncategorized_transactions' name length outside 3-30 rangelist_uncategorized_transactions에서
도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.
컨텍스트 비용
~7,077토큰 (도구 정의)
~2.5 KB일반적인 응답 크기
상당한 주의 영향 (128k 컨텍스트의 5.53%)
이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.
설치
원클릭 설치
`claude_desktop_config.json` 파일에 다음을 추가하세요:
{
"mcpServers": {
"savi-tools": {
"url": "https://getsavitools.com/api/mcp"
}
}
}원격 엔드포인트
https://getsavitools.com/api/mcpstreamable-http할 수 있는 일
도구 목록
도구 (25)
🟢 읽기 전용🟡 쓰기🔴 삭제⚪ 알 수 없음
🟢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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year, e.g. 2026. Defaults to the current year."
}
},
"additionalProperties": false
}출력 스키마
{
"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.
입력 스키마
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Name or company to search for."
}
},
"required": [
"query"
],
"additionalProperties": false
}출력 스키마
{
"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.
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"number_or_client": {
"type": "string",
"description": "Invoice number or client name to look up."
}
},
"required": [
"number_or_client"
],
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"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
}출력 스키마
{
"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?"
입력 스키마
{
"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
}출력 스키마
{
"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?"
입력 스키마
{
"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
}출력 스키마
{
"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?"
입력 스키마
{
"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
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"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
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Tax year. Defaults to the current year."
}
},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Optional name or notes search."
}
},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Client name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"active": {
"type": "boolean",
"description": "Filter to active (true) or paused (false) projects. Omit for all."
}
},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Project name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"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
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"description": "How many to return (default 10, max 50)."
}
},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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?"
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}출력 스키마
{
"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"
]
}커뮤니티
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