savi-tools
Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
我该使用它吗
质量与安全性
A
发现（7）
- LOWTool 'get_mileage_summary' description lacks action verb在 get_mileage_summary 中
- LOWTool 'get_revenue_summary' description lacks action verb在 get_revenue_summary 中
- LOWTool 'get_invoice_details' description lacks action verb在 get_invoice_details 中
- LOWTool 'get_expense_summary' description lacks action verb在 get_expense_summary 中
- LOWTool 'get_profitability' description lacks action verb在 get_profitability 中
- LOWTool 'get_tax_deductions' description lacks action verb在 get_tax_deductions 中
- LOWTool 'list_uncategorized_transactions' name length outside 3-30 range在 list_uncategorized_transactions 中
基于对工具定义和协议合规性的自动分析。
上下文开销
~7,077token 数（工具定义）
~2.5 KB典型响应大小
对注意力有显著影响（占 128k 上下文窗口的 5.53%）
这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。
安装
一键安装
将以下内容添加到你的 `claude_desktop_config.json` 文件中：
{
"mcpServers": {
"savi-tools": {
"url": "https://getsavitools.com/api/mcp"
}
}
}远程端点
https://getsavitools.com/api/mcpstreamable-http它能做什么
工具清单
工具（25）
🟢 只读🟡 写入🔴 删除⚪ 未知
🟢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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year, e.g. 2026. Defaults to the current year."
}
},
"additionalProperties": false
}输出模式
{
"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.
输入模式
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Name or company to search for."
}
},
"required": [
"query"
],
"additionalProperties": false
}输出模式
{
"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.
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"number_or_client": {
"type": "string",
"description": "Invoice number or client name to look up."
}
},
"required": [
"number_or_client"
],
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"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
}输出模式
{
"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?"
输入模式
{
"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
}输出模式
{
"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?"
输入模式
{
"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
}输出模式
{
"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?"
输入模式
{
"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
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"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
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Tax year. Defaults to the current year."
}
},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Optional name or notes search."
}
},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Client name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"active": {
"type": "boolean",
"description": "Filter to active (true) or paused (false) projects. Omit for all."
}
},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Project name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"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
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"description": "How many to return (default 10, max 50)."
}
},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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?"
输入模式
{
"type": "object",
"properties": {},
"additionalProperties": false
}输出模式
{
"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"
]
}社区
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最近观测
已验证未记录版本25 个工具
已验证未记录版本25 个工具