SHVL

Review UK aged-debtors CSVs, workspace receivables briefs and saved case information.

我該用這個嗎

品質與安全性

A
說明品質
100%
結構描述完整度
81%
命名品質
96%
汙染風險
100%
權限相符程度
100%
協定合規性
100%

根據工具定義與協定合規性的自動化分析。

上下文成本

~3,190Token(工具定義)
~7.2 KB典型回應大小
顯著的注意力影響(128k 上下文的 2.49%)

這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高,可用於其他工作的注意力就越少。

安裝

一鍵安裝

將以下內容加入你的 `claude_desktop_config.json` 檔案:

{
  "mcpServers": {
    "shvl": {
      "url": "https://shvl.app/mcp"
    }
  }
}

遠端端點

https://shvl.app/mcpstreamable-http

它能做什麼

工具清單

工具(5)

🟢 唯讀🟡 寫入🔴 刪除⚪ 未知
🟢analyse_aged_debtors_csv(csv_text, sender_name, bank_rate_percent, as_of_date, draft_stage)

Use when the user provides an aged-debtors CSV and wants review-only UK B2B chase drafts with indicative statutory-interest and fixed-compensation calculations. Require a supplied Bank Rate. Return plain text for review only. Never open an email composer, call an email tool, send email or store the CSV.

輸入結構描述

{
  "type": "object",
  "properties": {
    "csv_text": {
      "type": "string",
      "description": "CSV text with customer, invoice number, due date and outstanding amount columns. Maximum 50 invoice rows."
    },
    "sender_name": {
      "type": "string",
      "description": "Business or sign-off name used in the review-only draft."
    },
    "bank_rate_percent": {
      "type": "number",
      "minimum": 0,
      "maximum": 20,
      "description": "Bank Rate percentage to use for this indicative calculation. SHVL adds the statutory 8 percentage points."
    },
    "as_of_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Optional calculation date in YYYY-MM-DD. Defaults to today in UTC."
    },
    "draft_stage": {
      "type": "string",
      "enum": [
        "gentle",
        "formal",
        "final"
      ],
      "description": "Optional draft style. Defaults to formal."
    }
  },
  "required": [
    "csv_text",
    "sender_name",
    "bank_rate_percent"
  ],
  "additionalProperties": false
}

輸出結構描述

{
  "type": "object",
  "properties": {
    "data_notice": {
      "type": "string"
    },
    "currency": {
      "type": "string"
    },
    "review_required": {
      "type": "boolean"
    },
    "not_legal_advice": {
      "type": "boolean"
    },
    "as_of_date": {
      "type": "string"
    },
    "bank_rate_percent": {
      "type": "number"
    },
    "annual_rate_percent": {
      "type": "number"
    },
    "summary": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "submitted_invoice_count",
        "overdue_invoice_count",
        "overdue_principal_pence",
        "total_claim_pence"
      ],
      "properties": {
        "submitted_invoice_count": {
          "type": "integer"
        },
        "overdue_invoice_count": {
          "type": "integer"
        },
        "overdue_principal_pence": {
          "type": "integer"
        },
        "total_claim_pence": {
          "type": "integer"
        }
      }
    },
    "drafts": {
      "type": "array",
      "maxItems": 50,
      "items": {
        "type": "object",
        "additionalProperties": false,
        "required": [
          "debtor_name",
          "invoice_number",
          "due_date",
          "days_overdue",
          "principal_pence",
          "statutory_interest_pence",
          "fixed_compensation_pence",
          "total_claim_pence",
          "subject",
          "body"
        ],
        "properties": {
          "debtor_name": {
            "type": "string"
          },
          "invoice_number": {
            "type": "string"
          },
          "due_date": {
            "type": "string"
          },
          "days_overdue": {
            "type": "integer"
          },
          "principal_pence": {
            "type": "integer"
          },
          "statutory_interest_pence": {
            "type": "integer"
          },
          "fixed_compensation_pence": {
            "type": "integer"
          },
          "total_claim_pence": {
            "type": "integer"
          },
          "subject": {
            "type": "string"
          },
          "body": {
            "type": "string"
          }
        }
      }
    },
    "not_overdue_invoices": {
      "type": "array",
      "maxItems": 50,
      "items": {
        "type": "object",
        "additionalProperties": false,
        "required": [
          "invoice_number",
          "due_date"
        ],
        "properties": {
          "invoice_number": {
            "type": "string"
          },
          "due_date": {
            "type": "string"
          }
        }
      }
    }
  },
  "required": [
    "data_notice",
    "currency",
    "review_required",
    "not_legal_advice",
    "as_of_date",
    "bank_rate_percent",
    "annual_rate_percent",
    "summary",
    "drafts",
    "not_overdue_invoices"
  ],
  "additionalProperties": false
}
🟢get_credit_control_brief(limit)

Return the signed-in SHVL workspace's current overdue summary and five highest-priority cases. Read-only. Uses the latest SHVL import or completed accounting sync and never sends a reminder.

輸入結構描述

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 5,
      "description": "Maximum priority cases to return. Defaults to 5."
    }
  },
  "additionalProperties": false
}

輸出結構描述

{
  "type": "object",
  "properties": {
    "generated_at": {
      "type": "string"
    },
    "data_notice": {
      "type": "string"
    },
    "organisation": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "id",
        "name",
        "currency",
        "timezone"
      ],
      "properties": {
        "id": {
          "type": "string"
        },
        "name": {
          "type": "string"
        },
        "currency": {
          "type": "string"
        },
        "timezone": {
          "type": "string"
        }
      }
    },
    "source": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "provider",
        "status",
        "organisation_name",
        "last_synced_at",
        "last_error_code",
        "data_source"
      ],
      "properties": {
        "provider": {
          "type": "string"
        },
        "status": {
          "type": "string"
        },
        "organisation_name": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_synced_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_error_code": {
          "type": [
            "string",
            "null"
          ]
        },
        "data_source": {
          "type": "string"
        }
      }
    },
    "summary": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "overdue_invoice_count",
        "overdue_customer_count",
        "overdue_total_minor",
        "missing_contact_count",
        "payment_blocker_count",
        "promises_due_count",
        "failed_reminder_count"
      ],
      "properties": {
        "overdue_invoice_count": {
          "type": "integer"
        },
        "overdue_customer_count": {
          "type": "integer"
        },
        "overdue_total_minor": {
          "type": "integer"
        },
        "missing_contact_count": {
          "type": "integer"
        },
        "payment_blocker_count": {
          "type": "integer"
        },
        "promises_due_count": {
          "type": "integer"
        },
        "failed_reminder_count": {
          "type": "integer"
        }
      }
    },
    "priority_cases": {
      "type": "array",
      "maxItems": 5,
      "items": {
        "type": "object",
        "additionalProperties": false,
        "required": [
          "case_id",
          "customer_name",
          "source",
          "case_status",
          "readiness_status",
          "invoice_count",
          "overdue_total_minor",
          "oldest_due_at",
          "next_action_at",
          "priority",
          "action",
          "reason"
        ],
        "properties": {
          "case_id": {
            "type": "string"
          },
          "customer_name": {
            "type": "string"
          },
          "source": {
            "type": "string"
          },
          "case_status": {
            "type": "string"
          },
          "readiness_status": {
            "type": "string"
          },
          "invoice_count": {
            "type": "integer"
          },
          "overdue_total_minor": {
            "type": "integer"
          },
          "oldest_due_at": {
            "type": [
              "string",
              "null"
            ]
          },
          "next_action_at": {
            "type": [
              "string",
              "null"
            ]
          },
          "priority": {
            "type": "integer"
          },
          "action": {
            "type": "string"
          },
          "reason": {
            "type": "string"
          }
        }
      }
    }
  },
  "required": [
    "generated_at",
    "data_notice",
    "organisation",
    "source",
    "summary",
    "priority_cases"
  ],
  "additionalProperties": false
}
🟢get_receivables_health

Return a read-only receivables health view for the signed-in SHVL workspace: accounts-receivable balance, overdue ageing, invoices raised this month, receivables payments recorded this month, concentration and 30-day overdue movement where available. This is not a bank balance, cash-flow, profit or whole-business health report.

輸入結構描述

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

輸出結構描述

{
  "type": "object",
  "properties": {
    "generated_at": {
      "type": "string"
    },
    "data_notice": {
      "type": "string"
    },
    "coverage": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "kind",
        "note"
      ],
      "properties": {
        "kind": {
          "type": "string",
          "enum": [
            "receivables_only"
          ]
        },
        "note": {
          "type": "string"
        }
      }
    },
    "organisation": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "id",
        "name",
        "currency",
        "timezone"
      ],
      "properties": {
        "id": {
          "type": "string"
        },
        "name": {
          "type": "string"
        },
        "currency": {
          "type": "string"
        },
        "timezone": {
          "type": "string"
        }
      }
    },
    "source": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "provider",
        "status",
        "organisation_name",
        "last_synced_at",
        "last_error_code",
        "data_source"
      ],
      "properties": {
        "provider": {
          "type": "string"
        },
        "status": {
          "type": "string"
        },
        "organisation_name": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_synced_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_error_code": {
          "type": [
            "string",
            "null"
          ]
        },
        "data_source": {
          "type": "string"
        }
      }
    },
    "current": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "accounts_receivable_balance_minor",
        "overdue_receivables_minor",
        "overdue_customer_count",
        "invoiced_this_month_minor",
        "receivables_payments_recorded_this_month_minor",
        "promised_next_30_days_minor",
        "largest_debtor_share_basis_points",
        "weighted_days_overdue"
      ],
      "properties": {
        "accounts_receivable_balance_minor": {
          "type": "integer"
        },
        "overdue_receivables_minor": {
          "type": "integer"
        },
        "overdue_customer_count": {
          "type": "integer"
        },
        "invoiced_this_month_minor": {
          "type": "integer"
        },
        "receivables_payments_recorded_this_month_minor": {
          "type": "integer"
        },
        "promised_next_30_days_minor": {
          "type": "integer"
        },
        "largest_debtor_share_basis_points": {
          "type": "integer"
        },
        "weighted_days_overdue": {
          "type": "integer"
        }
      }
    },
    "ageing": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "days_0_30_minor",
        "days_31_60_minor",
        "days_61_plus_minor"
      ],
      "properties": {
        "days_0_30_minor": {
          "type": "integer"
        },
        "days_31_60_minor": {
          "type": "integer"
        },
        "days_61_plus_minor": {
          "type": "integer"
        }
      }
    },
    "trend": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "comparison_snapshot_date",
        "overdue_30_days_ago_minor",
        "overdue_change_30d_minor",
        "overdue_change_30d_basis_points"
      ],
      "properties": {
        "comparison_snapshot_date": {
          "type": [
            "string",
            "null"
          ]
        },
        "overdue_30_days_ago_minor": {
          "type": [
            "integer",
            "null"
          ]
        },
        "overdue_change_30d_minor": {
          "type": [
            "integer",
            "null"
          ]
        },
        "overdue_change_30d_basis_points": {
          "type": [
            "integer",
            "null"
          ]
        }
      }
    },
    "unavailable_metrics": {
      "type": "array",
      "maxItems": 5,
      "items": {
        "type": "string",
        "enum": [
          "bank_balance",
          "total_cash_in_this_month",
          "cash_out_this_month",
          "profit",
          "cash_runway"
        ]
      }
    }
  },
  "required": [
    "generated_at",
    "data_notice",
    "coverage",
    "organisation",
    "source",
    "current",
    "ageing",
    "trend",
    "unavailable_metrics"
  ],
  "additionalProperties": false
}
🟢search_credit_control_cases(query, status, limit)

Search cases already held in the signed-in SHVL workspace by customer name or invoice reference. Read-only, account-scoped and capped at 20 results.

輸入結構描述

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "maxLength": 120,
      "description": "Optional customer-name or invoice-reference search."
    },
    "status": {
      "type": "string",
      "enum": [
        "active",
        "paused",
        "promised",
        "disputed",
        "closed"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 20,
      "description": "Maximum cases to return. Defaults to 10."
    }
  },
  "additionalProperties": false
}

輸出結構描述

{
  "type": "object",
  "properties": {
    "data_notice": {
      "type": "string"
    },
    "organisation": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "id",
        "name",
        "currency",
        "timezone"
      ],
      "properties": {
        "id": {
          "type": "string"
        },
        "name": {
          "type": "string"
        },
        "currency": {
          "type": "string"
        },
        "timezone": {
          "type": "string"
        }
      }
    },
    "source": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "provider",
        "status",
        "organisation_name",
        "last_synced_at",
        "last_error_code",
        "data_source"
      ],
      "properties": {
        "provider": {
          "type": "string"
        },
        "status": {
          "type": "string"
        },
        "organisation_name": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_synced_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_error_code": {
          "type": [
            "string",
            "null"
          ]
        },
        "data_source": {
          "type": "string"
        }
      }
    },
    "filters": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "query",
        "status"
      ],
      "properties": {
        "query": {
          "type": [
            "string",
            "null"
          ]
        },
        "status": {
          "type": [
            "string",
            "null"
          ]
        }
      }
    },
    "case_count": {
      "type": "integer"
    },
    "cases": {
      "type": "array",
      "maxItems": 20,
      "items": {
        "type": "object",
        "additionalProperties": false,
        "required": [
          "case_id",
          "customer_name",
          "source",
          "case_status",
          "readiness_status",
          "invoice_count",
          "overdue_total_minor",
          "oldest_due_at",
          "next_action_at"
        ],
        "properties": {
          "case_id": {
            "type": "string"
          },
          "customer_name": {
            "type": "string"
          },
          "source": {
            "type": "string"
          },
          "case_status": {
            "type": "string"
          },
          "readiness_status": {
            "type": "string"
          },
          "invoice_count": {
            "type": "integer"
          },
          "overdue_total_minor": {
            "type": "integer"
          },
          "oldest_due_at": {
            "type": [
              "string",
              "null"
            ]
          },
          "next_action_at": {
            "type": [
              "string",
              "null"
            ]
          }
        }
      }
    }
  },
  "required": [
    "data_notice",
    "organisation",
    "source",
    "filters",
    "case_count",
    "cases"
  ],
  "additionalProperties": false
}
🟢get_credit_control_case(case_id)

Return one case from the signed-in SHVL workspace, including status, payment-readiness state, bounded invoice summaries and communication evidence. Excludes email addresses, message content, provider IDs and payment records.

輸入結構描述

{
  "type": "object",
  "properties": {
    "case_id": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120,
      "description": "Stable SHVL case ID returned by another SHVL tool."
    }
  },
  "required": [
    "case_id"
  ],
  "additionalProperties": false
}

輸出結構描述

{
  "type": "object",
  "properties": {
    "data_notice": {
      "type": "string"
    },
    "organisation": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "id",
        "name",
        "currency",
        "timezone"
      ],
      "properties": {
        "id": {
          "type": "string"
        },
        "name": {
          "type": "string"
        },
        "currency": {
          "type": "string"
        },
        "timezone": {
          "type": "string"
        }
      }
    },
    "source": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "provider",
        "status",
        "organisation_name",
        "last_synced_at",
        "last_error_code",
        "data_source"
      ],
      "properties": {
        "provider": {
          "type": "string"
        },
        "status": {
          "type": "string"
        },
        "organisation_name": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_synced_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_error_code": {
          "type": [
            "string",
            "null"
          ]
        },
        "data_source": {
          "type": "string"
        }
      }
    },
    "case": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "case_id",
        "customer_name",
        "source",
        "status",
        "closed_reason",
        "pause_reason",
        "promised_payment_at",
        "next_action_at",
        "last_contacted_at",
        "readiness"
      ],
      "properties": {
        "case_id": {
          "type": "string"
        },
        "customer_name": {
          "type": "string"
        },
        "source": {
          "type": "string"
        },
        "status": {
          "type": "string"
        },
        "closed_reason": {
          "type": [
            "string",
            "null"
          ]
        },
        "pause_reason": {
          "type": [
            "string",
            "null"
          ]
        },
        "promised_payment_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "next_action_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "last_contacted_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "readiness": {
          "type": "object",
          "additionalProperties": false,
          "required": [
            "status",
            "owner",
            "next_action",
            "updated_at"
          ],
          "properties": {
            "status": {
              "type": "string"
            },
            "owner": {
              "type": [
                "string",
                "null"
              ]
            },
            "next_action": {
              "type": [
                "string",
                "null"
              ]
            },
            "updated_at": {
              "type": [
                "string",
                "null"
              ]
            }
          }
        }
      }
    },
    "invoices": {
      "type": "array",
      "maxItems": 50,
      "items": {
        "type": "object",
        "additionalProperties": false,
        "required": [
          "invoice_id",
          "invoice_number",
          "due_at",
          "currency",
          "amount_due_minor",
          "status",
          "provider_updated_at"
        ],
        "properties": {
          "invoice_id": {
            "type": "string"
          },
          "invoice_number": {
            "type": "string"
          },
          "due_at": {
            "type": "string"
          },
          "currency": {
            "type": "string"
          },
          "amount_due_minor": {
            "type": "integer"
          },
          "status": {
            "type": "string"
          },
          "provider_updated_at": {
            "type": [
              "string",
              "null"
            ]
          }
        }
      }
    },
    "invoices_truncated": {
      "type": "boolean"
    },
    "communication_evidence": {
      "type": "object",
      "additionalProperties": false,
      "required": [
        "latest_status",
        "latest_occurred_at",
        "provider_accepted",
        "delivery_evidence"
      ],
      "properties": {
        "latest_status": {
          "type": [
            "string",
            "null"
          ]
        },
        "latest_occurred_at": {
          "type": [
            "string",
            "null"
          ]
        },
        "provider_accepted": {
          "type": "boolean"
        },
        "delivery_evidence": {
          "type": "string",
          "enum": [
            "unknown",
            "delivered",
            "bounced",
            "replied"
          ]
        }
      }
    }
  },
  "required": [
    "data_notice",
    "organisation",
    "source",
    "case",
    "invoices",
    "invoices_truncated",
    "communication_evidence"
  ],
  "additionalProperties": false
}

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