savi-tools
Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
我該用這個嗎
品質與安全性
A
發現項目（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
根據工具定義與協定合規性的自動化分析。
上下文成本
~7,077Token（工具定義）
~2.5 KB典型回應大小
顯著的注意力影響（128k 上下文的 5.53%）
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": {
"savi-tools": {
"url": "https://getsavitools.com/api/mcp"
}
}
}遠端端點
https://getsavitools.com/api/mcpstreamable-http它能做什麼
工具清單
工具（25）
🟢 唯讀🟡 寫入🔴 刪除⚪ 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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year, e.g. 2026. Defaults to the current year."
}
},
"additionalProperties": false
}輸出結構描述
{
"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.
輸入結構描述
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Name or company to search for."
}
},
"required": [
"query"
],
"additionalProperties": false
}輸出結構描述
{
"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.
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"number_or_client": {
"type": "string",
"description": "Invoice number or client name to look up."
}
},
"required": [
"number_or_client"
],
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"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
}輸出結構描述
{
"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?"
輸入結構描述
{
"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
}輸出結構描述
{
"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?"
輸入結構描述
{
"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
}輸出結構描述
{
"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?"
輸入結構描述
{
"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
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"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
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Calendar year. Omit to use the current fiscal year."
}
},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"year": {
"type": "integer",
"description": "Tax year. Defaults to the current year."
}
},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Optional name or notes search."
}
},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Client name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"active": {
"type": "boolean",
"description": "Filter to active (true) or paused (false) projects. Omit for all."
}
},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Project name to look up."
}
},
"required": [
"name"
],
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"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
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"description": "How many to return (default 10, max 50)."
}
},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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?"
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}輸出結構描述
{
"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"
]
}社群
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已驗證未記錄版本25 個工具
已驗證未記錄版本25 個工具