Savi Tools

com.getsavitoolsPublished by getsavitools.comOfficial publisherv1.0.0Updated Oct 24, 2026

Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFinanceBusiness & Commerce

Overview

AI-generated overview

Lets an assistant query a Savi Tools business account for invoices, expenses, mileage, taxes, clients, projects, and cash flow.

What you can do
This remote server exposes read-style tools over a subscriber's Savi Tools business data. Tools cover outstanding and recent invoices, invoice details, revenue and expense summaries, bills owed, mileage and tax deductions, 1099 amounts, and tax set-aside estimates. Others summarize clients, projects, time logged, cash position, uncategorized bank transactions, goals progress, and the business profile.
When to use it
Use it when a small-business owner wants to ask an assistant plain questions about their own finances, such as who owes money, what was spent, how many billable hours were logged, or what tax form the business files.
Requirements
A remote streamable HTTP endpoint at getsavitools.com; no packages, environment variables, or headers are declared. The manifest declares no authentication, but the tools refer to a subscriber's own data, so access to a Savi Tools account is presumably needed.
Before you install
The tools return sensitive business and financial data, including client contacts, bank transactions, revenue, and tax figures. The manifest declares no authentication, so confirm how the endpoint identifies and authorizes the subscriber before connecting. All listed tools appear to read data; none are shown to write, send, or delete.

Installation

In SourceWeft

  1. Open Savi Tools in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.getsavitools%2Fsavi-tools/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "savi-tools": {
      "type": "http",
      "url": "https://getsavitools.com/api/mcp"
    }
  }
}

Tools

25

list_outstanding_invoices

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?"

Takes no parameters.

get_mileage_summary

Mileage summary

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?"

Parametersyear

get_contact_history

Contact history

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.

Parametersqueryrequired

get_contact_summary

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.

Takes no parameters.

get_business_snapshot

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?"

Takes no parameters.

get_tax_setaside

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?"

Takes no parameters.

get_revenue_summary

Revenue summary

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?"

Parametersyear

get_invoice_details

Invoice details

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?"

Parametersnumber_or_clientrequired

list_recent_invoices

Recent invoices

List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"

Parameterslimitstatus

get_expense_summary

Expense summary

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?"

Parametersyearcategory

list_recent_expenses

Recent expenses

List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"

Parameterslimitcategory

get_cost_summary

Cost summary

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?"

Parametersperiod

list_bills_owed

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?"

Takes no parameters.

get_profitability

Profitability

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?"

ParametersperiodbyClient

get_tax_deductions

Tax deductions

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?"

Parametersyear

get_1099_summary

1099 summary

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?"

Parametersyear

list_clients

Clients

List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"

Parametersquery

get_client_summary

Client summary

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?"

Parametersnamerequired

list_projects

Projects

List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"

Parametersactive

get_project_summary

Project summary

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?"

Parametersnamerequired

get_time_summary

Time summary

Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"

Parametersperiodproject

get_cash_summary

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?"

Takes no parameters.

list_uncategorized_transactions

Uncategorized transactions

List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"

Parameterslimit

get_goals_progress

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?"

Takes no parameters.

get_business_profile

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?"

Takes no parameters.

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.