com.getsavitools/savi-tools

up checked 2026-11-11T02:38:40.877Z

Unclaimed · Unverified

Agent searches it appeared in, last 30 days: 0. Run this server? Claim the listing: verified label, uptime alerts and analytics.

Publisher-provided description

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

Summary by lookupd

Query business finances: invoices, expenses, mileage, taxes, bank transactions, clients, projects, and contacts via natural-language…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http savi-tools https://getsavitools.com/api/mcp

Codex, remote (streamable-http)

codex mcp add savi-tools --url https://getsavitools.com/api/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (25 tools)

Publisher-provided text

• 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 invo
• get_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?"
• get_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
• 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?"
• 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 busin
• 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 tax
• get_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?"
• get_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?
• list_recent_invoices List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"
• get_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?"
• list_recent_expenses List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"
• get_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 qua
• 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?"
• get_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 profita
• get_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 (meal
• get_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 th
• list_clients List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"
• get_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 t
• list_projects List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"
• get_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?"
• get_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?"
• 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?"
• list_uncategorized_transactions List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"
• 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
• 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

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 996 ms
• First indexed: 2026-11-01T08:54:15.935Z
• Last seen in registry: 2026-11-01T08:54:15.935Z
• Website: https://getsavitools.com

Badge for your README

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/com.getsavitools/savi-tools.svg)](https://lookupd.com/servers/com.getsavitools/savi-tools)

• 62071 servers
• Last crawl: 2026-11-11T16:39:06.253Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp