# savi-tools MCP server

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

## Links
- Registry page: https://www.getdrio.com/mcp/com-getsavitools-savi-tools
- Website: https://getsavitools.com

## Install
- Endpoint: https://getsavitools.com/api/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://getsavitools.com/api/mcp

## Tools
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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. Endpoint: https://getsavitools.com/api/mcp
- 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. Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- list_recent_expenses (Recent expenses) - List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- list_clients (Clients) - List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- list_projects (Projects) - List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp
- 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?" Endpoint: https://getsavitools.com/api/mcp

## Resources
Not captured

## Prompts
Not captured

## Metadata
- Owner: com.getsavitools
- Version: 1.0.0
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Jul 15, 2026
- Source: https://registry.modelcontextprotocol.io