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Savi Tools MCP Server已验证已精选

@Savi Gurus AI Innovation Labs

基本信息

传输方式

Streamable HTTP

认证方式

OAuth

分类

金融与商务

作者

Savi Gurus AI Innovation Labs

提交者

Savi Gurus AI Innovation Labs

关于 Savi Tools MCP Server

Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, contacts, projects, taxes, and more. Read-only and OAuth-secured — your assistant sees only your own data at getsavitools.com, and you can disconnect anytime.

连接信息

https://getsavitools.com/api/mcp

接入方式

claude mcp add getsavitools-17289d --transport http https://getsavitools.com/api/mcp

Savi Tools MCP Server 工具

25

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?"

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?"

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.

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.

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?"

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?"

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?"

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?"

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

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

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?"

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?"

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?"

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?"

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?"

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

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?"

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

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?"

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

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

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?"

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?"

常见问题

1

Savi Tools 远程 MCP 服务器是什么?

Savi Tools 的远程 MCP 服务器是一个托管的 Model Context Protocol 端点,地址是 https://getsavitools.com/api/mcp,AI 助手无需在本地安装或运行任何东西即可连接。

2

怎么连接 Savi Tools 的 MCP 服务器?

把端点 https://getsavitools.com/api/mcp 添加到任意支持 MCP 的客户端,比如 Claude Code、Cursor 或 VS Code。本页的接入代码块可以一步配置好每个客户端。

3

Savi Tools 的 MCP 服务器需要认证吗?

需要。Savi Tools 使用 OAuth——第一次连接时,你的 MCP 客户端会打开浏览器窗口登录并授权,之后会复用这个凭证。

4

Savi Tools 的 MCP 服务器用的是哪种传输方式?

Savi Tools 暴露的是 Streamable HTTP 端点,这是远程 MCP 服务器普遍使用、主流客户端都支持的传输方式。

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