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Servidor MCP

savi-tools

com.getsavitools/savi-tools
Negocio y operaciones Finanzas e inversión Público y accesible MCP 2026-07-28

Qué hace este MCP

Provides business accounting summaries for revenue, expenses, invoices, bills, cash flow, profitability, projects, mileage, taxes, contacts, and goals.

Capacidades

Herramientas

25 herramientas
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Tax year. Defaults to the current year.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['taxYear', 'count', 'total', 'filingDeadline', 'vendors'], 'properties': {'count': {'type': 'number'}, 'total': {'type': 'number'}, 'taxYear': {'type': 'number'}, 'vendors': {'type': 'array', 'items': {'type': 'object', 'required': ['vendorName', 'box1Amount', 'status'], 'properties': {'status': {'type': 'string'}, 'box1Amount': {'type': 'number'}, 'vendorName': {'type': 'string'}}}}, 'filingDeadline': {'type': 'string'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['businessName', 'ownerName', 'entityType', 'taxElection', 'taxReturnForm', 'taxReturnFormLabel', 'accountingMethod', 'expenseBillingPolicy', 'fiscalYearEnd', 'orgMode', 'industry', 'ein', 'address'], 'properties': {'ein': {'type': ['string', 'null']}, 'address': {'type': ['object', 'null'], 'required': ['street', 'city', 'state', 'zip'], 'properties': {'zip': {'type': ['string', 'null']}, 'city': {'type': ['string', 'null']}, 'state': {'type': ['string', 'null']}, 'street': {'type': ['string', 'null']}}}, 'orgMode': {'type': 'string'}, 'industry': {'type': ['string', 'null']}, 'ownerName': {'type': ['string', 'null']}, 'entityType': {'type': ['string', 'null']}, 'taxElection': {'type': ['string', 'null']}, 'businessName': {'type': ['string', 'null']}, 'fiscalYearEnd': {'type': 'string'}, 'taxReturnForm': {'type': 'string'}, 'accountingMethod': {'type': 'string'}, 'taxReturnFormLabel': {'type': 'string'}, 'expenseBillingPolicy': {'type': 'string'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['period', 'accountingMethod', 'moneyIn', 'moneyOut', 'net', 'outstanding', 'billsOwed', 'taxSetAside'], 'properties': {'net': {'type': 'number'}, 'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'period': {'type': 'string'}, 'moneyIn': {'type': 'number'}, 'moneyOut': {'type': 'number'}, 'billsOwed': {'type': 'object', 'required': ['total', 'count'], 'properties': {'count': {'type': 'number'}, 'total': {'type': 'number'}}}, 'outstanding': {'type': 'object', 'required': ['total', 'count'], 'properties': {'count': {'type': 'number'}, 'total': {'type': 'number'}}}, 'taxSetAside': {'type': 'object', 'required': ['estimatedAnnualTax', 'quarterlyPayment', 'shouldHaveSavedByNow', 'nextPaymentDue'], 'properties': {'nextPaymentDue': {'type': 'object', 'required': ['label', 'amount', 'dueDate'], 'properties': {'label': {'type': 'string'}, 'amount': {'type': 'number'}, 'dueDate': {'type': 'string'}}}, 'quarterlyPayment': {'type': 'number'}, 'estimatedAnnualTax': {'type': 'number'}, 'shouldHaveSavedByNow': {'type': 'number'}}}, 'accountingMethod': {'type': 'string'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['moneyIn', 'moneyOut', 'net', 'committedCount', 'pendingReviewCount', 'uncategorizedCount'], 'properties': {'net': {'type': 'number'}, 'moneyIn': {'type': 'number'}, 'moneyOut': {'type': 'number'}, 'committedCount': {'type': 'number'}, 'pendingReviewCount': {'type': 'number'}, 'uncategorizedCount': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'description': 'Client name to look up.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['name', 'city', 'state', 'billingEmail', 'billingFrequency', 'billingTermsDays', 'notes', 'invoiced', 'paid', 'outstanding', 'expenses', 'activeProjects', 'lastInvoiceDate'], 'properties': {'city': {'type': ['string', 'null']}, 'name': {'type': 'string'}, 'paid': {'type': 'number'}, 'notes': {'type': ['string', 'null']}, 'state': {'type': ['string', 'null']}, 'expenses': {'type': 'number'}, 'invoiced': {'type': 'object', 'required': ['total', 'count'], 'properties': {'count': {'type': 'number'}, 'total': {'type': 'number'}}}, 'outstanding': {'type': 'number'}, 'billingEmail': {'type': ['string', 'null']}, 'activeProjects': {'type': 'number'}, 'lastInvoiceDate': {'type': ['string', 'null']}, 'billingFrequency': {'type': 'string'}, 'billingTermsDays': {'type': 'number'}}}
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.
Solo lectura
Esquema de entrada 
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'Name or company to search for.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'title', 'company', 'industry', 'profession', 'city', 'phone', 'mobile', 'email', 'tags', 'history', 'doNotShare'], 'properties': {'city': {'type': ['string', 'null']}, 'name': {'type': 'string'}, 'tags': {'type': 'array', 'items': {'type': 'string'}}, 'email': {'type': ['string', 'null']}, 'phone': {'type': ['string', 'null']}, 'title': {'type': ['string', 'null']}, 'mobile': {'type': ['string', 'null']}, 'company': {'type': ['string', 'null']}, 'history': {'type': ['string', 'null']}, 'industry': {'type': ['string', 'null']}, 'doNotShare': {'type': 'boolean'}, 'profession': {'type': ['string', 'null']}}}}}}
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.
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['totalContacts', 'withPhoneOrMobile', 'withEmail', 'markedDoNotShare', 'byIndustry', 'byTag'], 'properties': {'byTag': {'type': 'object', 'additionalProperties': {'type': 'number'}}, 'withEmail': {'type': 'number'}, 'byIndustry': {'type': 'object', 'additionalProperties': {'type': 'number'}}, 'totalContacts': {'type': 'number'}, 'markedDoNotShare': {'type': 'number'}, 'withPhoneOrMobile': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'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}
Esquema de salida 
{'type': 'object', 'required': ['period', 'accountingMethod', 'grandTotal', 'byCategory', 'byMonth'], 'properties': {'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'period': {'type': 'string'}, 'byMonth': {'type': 'array', 'items': {'type': 'object', 'required': ['month', 'expenses', 'mileage', 'bills', 'total'], 'properties': {'bills': {'type': 'number'}, 'month': {'type': 'string'}, 'total': {'type': 'number'}, 'mileage': {'type': 'number'}, 'expenses': {'type': 'number'}}}}, 'byCategory': {'type': 'array', 'items': {'type': 'object', 'required': ['category', 'amount', 'percentage'], 'properties': {'amount': {'type': 'number'}, 'category': {'type': 'string'}, 'percentage': {'type': 'number'}}}}, 'grandTotal': {'type': 'object', 'required': ['expenses', 'mileage', 'bills', 'total'], 'properties': {'bills': {'type': 'number'}, 'total': {'type': 'number'}, 'mileage': {'type': 'number'}, 'expenses': {'type': 'number'}}}, 'accountingMethod': {'type': 'string'}}}
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?"
Solo lectura
Esquema de entrada 
{'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}
Esquema de salida 
{'type': 'object', 'required': ['period', 'total', 'count', 'byCategory', 'byMonth'], 'properties': {'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'count': {'type': 'number'}, 'total': {'type': 'number'}, 'period': {'type': 'string'}, 'byMonth': {'type': 'array', 'items': {'type': 'object', 'required': ['month', 'amount'], 'properties': {'month': {'type': 'string'}, 'amount': {'type': 'number'}}}}, 'byCategory': {'type': 'array', 'items': {'type': 'object', 'required': ['category', 'amount', 'percentage'], 'properties': {'amount': {'type': 'number'}, 'category': {'type': 'string'}, 'percentage': {'type': 'number'}}}}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['outcomeCount', 'signalCount', 'overallProgressPercent', 'outcomes'], 'properties': {'outcomes': {'type': 'array', 'items': {'type': 'object', 'required': ['title', 'progressPercent', 'signals'], 'properties': {'title': {'type': 'string'}, 'signals': {'type': 'array', 'items': {'type': 'object', 'required': ['label', 'currentValue', 'targetValue', 'unit', 'progressPercent', 'deadline'], 'properties': {'unit': {'type': 'string'}, 'label': {'type': 'string'}, 'deadline': {'type': 'string'}, 'targetValue': {'type': 'number'}, 'currentValue': {'type': 'number'}, 'progressPercent': {'type': 'number'}}}}, 'progressPercent': {'type': 'number'}}}}, 'signalCount': {'type': 'number'}, 'outcomeCount': {'type': 'number'}, 'overallProgressPercent': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'required': ['number_or_client'], 'properties': {'number_or_client': {'type': 'string', 'description': 'Invoice number or client name to look up.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['invoiceNumber', 'clientName', 'status', 'issueDate', 'dueDate', 'paidAt', 'subtotal', 'taxAmount', 'total', 'amountPaid', 'balanceDue', 'currency', 'notes', 'lineItems', 'payments'], 'properties': {'notes': {'type': ['string', 'null']}, 'total': {'type': 'number'}, 'paidAt': {'type': ['string', 'null']}, 'status': {'type': 'string'}, 'dueDate': {'type': ['string', 'null']}, 'currency': {'type': 'string'}, 'payments': {'type': 'array', 'items': {'type': 'object', 'required': ['amount', 'paymentDate', 'method', 'reference'], 'properties': {'amount': {'type': 'number'}, 'method': {'type': ['string', 'null']}, 'reference': {'type': ['string', 'null']}, 'paymentDate': {'type': 'string'}}}}, 'subtotal': {'type': 'number'}, 'issueDate': {'type': ['string', 'null']}, 'lineItems': {'type': 'array', 'items': {'type': 'object', 'required': ['description', 'quantity', 'rate', 'amount'], 'properties': {'rate': {'type': 'number'}, 'amount': {'type': 'number'}, 'quantity': {'type': 'number'}, 'description': {'type': 'string'}}}}, 'taxAmount': {'type': 'number'}, 'amountPaid': {'type': 'number'}, 'balanceDue': {'type': 'number'}, 'clientName': {'type': ['string', 'null']}, 'invoiceNumber': {'type': ['string', 'null']}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Calendar year, e.g. 2026. Defaults to the current year.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['year', 'totalMiles', 'totalDeductionValue', 'tripCount', 'personalTripCount', 'byType'], 'properties': {'year': {'type': 'number'}, 'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'byType': {'type': 'object', 'additionalProperties': {'type': 'object', 'required': ['miles', 'deductionValue', 'trips'], 'properties': {'miles': {'type': 'number'}, 'trips': {'type': 'number'}, 'deductionValue': {'type': 'number'}}}}, 'tripCount': {'type': 'number'}, 'totalMiles': {'type': 'number'}, 'personalTripCount': {'type': 'number'}, 'totalDeductionValue': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'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}
Esquema de salida 
{'type': 'object', 'required': ['period', 'accountingMethod', 'summary', 'byMonth'], 'properties': {'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'period': {'type': 'string'}, 'byMonth': {'type': 'array', 'items': {'type': 'object', 'required': ['month', 'revenue', 'costs', 'net'], 'properties': {'net': {'type': 'number'}, 'costs': {'type': 'number'}, 'month': {'type': 'string'}, 'revenue': {'type': 'number'}}}}, 'summary': {'type': 'object', 'required': ['revenue', 'costs', 'net', 'margin'], 'properties': {'net': {'type': 'number'}, 'costs': {'type': 'number'}, 'margin': {'type': 'number'}, 'revenue': {'type': 'number'}}}, 'byClient': {'type': 'array', 'items': {'type': 'object', 'required': ['clientName', 'revenue', 'costs', 'net', 'margin'], 'properties': {'net': {'type': 'number'}, 'costs': {'type': 'number'}, 'margin': {'type': ['number', 'null']}, 'revenue': {'type': 'number'}, 'clientName': {'type': 'string'}}}}, 'accountingMethod': {'type': 'string'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'description': 'Project name to look up.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['name', 'clientName', 'projectType', 'isActive', 'budgetHours', 'fixedFeeAmount', 'hoursLogged', 'billableHours', 'hoursRemaining', 'expenses', 'mileageDeduction'], 'properties': {'name': {'type': 'string'}, 'expenses': {'type': 'number'}, 'isActive': {'type': 'boolean'}, 'clientName': {'type': ['string', 'null']}, 'budgetHours': {'type': ['number', 'null']}, 'hoursLogged': {'type': 'number'}, 'projectType': {'type': 'string'}, 'billableHours': {'type': 'number'}, 'fixedFeeAmount': {'type': ['number', 'null']}, 'hoursRemaining': {'type': ['number', 'null']}, 'mileageDeduction': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Calendar year. Omit to use the current fiscal year.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['period', 'accountingMethod', 'total', 'invoiceCount', 'depositRevenue', 'byMonth', 'byClient'], 'properties': {'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'total': {'type': 'number'}, 'period': {'type': 'string'}, 'byMonth': {'type': 'array', 'items': {'type': 'object', 'required': ['month', 'total', 'count'], 'properties': {'count': {'type': 'number'}, 'month': {'type': 'string'}, 'total': {'type': 'number'}}}}, 'byClient': {'type': 'array', 'items': {'type': 'object', 'required': ['clientName', 'total', 'invoiceCount'], 'properties': {'total': {'type': 'number'}, 'clientName': {'type': 'string'}, 'invoiceCount': {'type': 'number'}}}}, 'invoiceCount': {'type': 'number'}, 'depositRevenue': {'type': 'number'}, 'accountingMethod': {'type': 'string'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Calendar year. Omit to use the current fiscal year.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['form', 'formLabel', 'method', 'periodStart', 'periodEnd', 'totalDeductions', 'lines'], 'properties': {'form': {'type': 'string'}, 'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'lines': {'type': 'array', 'items': {'type': 'object', 'required': ['line', 'amount'], 'properties': {'line': {'type': 'string'}, 'amount': {'type': 'number'}}}}, 'method': {'type': 'string'}, 'formLabel': {'type': 'string'}, 'periodEnd': {'type': 'string'}, 'periodStart': {'type': 'string'}, 'totalDeductions': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['year', 'accountingMethod', 'estimatedAnnualTax', 'quarterlyPayment', 'safeHarborAnnual', 'safeHarborQuarterly', 'shouldHaveSavedByNow', 'effectiveRate', 'filingStatus', 'breakdown', 'nextPaymentDue', 'quarters'], 'properties': {'year': {'type': 'number'}, 'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'quarters': {'type': 'array', 'items': {'type': 'object', 'required': ['label', 'amount', 'dueDate'], 'properties': {'label': {'type': 'string'}, 'amount': {'type': 'number'}, 'dueDate': {'type': 'string'}}}}, 'breakdown': {'type': 'object', 'required': ['federalTax', 'seTax', 'stateTax', 'stateName'], 'properties': {'seTax': {'type': 'number'}, 'stateTax': {'type': 'number'}, 'stateName': {'type': 'string'}, 'federalTax': {'type': 'number'}}}, 'filingStatus': {'type': 'string'}, 'effectiveRate': {'type': 'number'}, 'nextPaymentDue': {'type': 'object', 'required': ['label', 'amount', 'dueDate'], 'properties': {'label': {'type': 'string'}, 'amount': {'type': 'number'}, 'dueDate': {'type': 'string'}}}, 'accountingMethod': {'type': 'string'}, 'quarterlyPayment': {'type': 'number'}, 'safeHarborAnnual': {'type': 'number'}, 'estimatedAnnualTax': {'type': 'number'}, 'safeHarborQuarterly': {'type': 'number'}, 'shouldHaveSavedByNow': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'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}
Esquema de salida 
{'type': 'object', 'required': ['period', 'totalHours', 'billableHours', 'nonBillableHours', 'entryCount', 'byProject'], 'properties': {'period': {'type': 'string'}, 'byProject': {'type': 'array', 'items': {'type': 'object', 'required': ['projectName', 'hours', 'billableHours'], 'properties': {'hours': {'type': 'number'}, 'projectName': {'type': 'string'}, 'billableHours': {'type': 'number'}}}}, 'entryCount': {'type': 'number'}, 'totalHours': {'type': 'number'}, 'billableHours': {'type': 'number'}, 'nonBillableHours': {'type': 'number'}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['total', 'count', 'bills'], 'properties': {'bills': {'type': 'array', 'items': {'type': 'object', 'required': ['vendorName', 'billNumber', 'description', 'amount', 'amountPaid', 'balanceDue', 'issueDate', 'dueDate', 'daysOverdue'], 'properties': {'amount': {'type': 'number'}, 'dueDate': {'type': ['string', 'null']}, 'issueDate': {'type': ['string', 'null']}, 'amountPaid': {'type': 'number'}, 'balanceDue': {'type': 'number'}, 'billNumber': {'type': ['string', 'null']}, 'vendorName': {'type': 'string'}, 'daysOverdue': {'type': 'number'}, 'description': {'type': ['string', 'null']}}}}, 'count': {'type': 'number'}, 'total': {'type': 'number'}}}
list_clients
Clients
List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'query': {'type': 'string', 'description': 'Optional name or notes search.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'city', 'state', 'phone', 'billingEmail', 'billingFrequency', 'billingTermsDays', 'notes'], 'properties': {'city': {'type': ['string', 'null']}, 'name': {'type': 'string'}, 'notes': {'type': ['string', 'null']}, 'phone': {'type': ['string', 'null']}, 'state': {'type': ['string', 'null']}, 'billingEmail': {'type': ['string', 'null']}, 'billingFrequency': {'type': 'string'}, 'billingTermsDays': {'type': 'number'}}}}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['summary', 'invoices'], 'properties': {'basis': {'type': 'object', 'required': ['timezone', 'definitions'], 'properties': {'timezone': {'type': 'string'}, 'definitions': {'type': 'array', 'items': {'type': 'string'}}, 'accountingMethod': {'type': 'string'}}}, 'summary': {'type': 'object', 'required': ['current', 'days1to30', 'days31to60', 'days60plus', 'total', 'oldestDaysOverdue', 'oldestInvoiceNumber'], 'properties': {'total': {'type': 'number'}, 'current': {'type': 'number'}, 'days1to30': {'type': 'number'}, 'days31to60': {'type': 'number'}, 'days60plus': {'type': 'number'}, 'oldestDaysOverdue': {'type': 'number'}, 'oldestInvoiceNumber': {'type': ['string', 'null']}}}, 'invoices': {'type': 'array', 'items': {'type': 'object', 'required': ['invoiceNumber', 'clientName', 'status', 'dueDate', 'total', 'daysOverdue'], 'properties': {'total': {'type': 'number'}, 'status': {'type': 'string'}, 'dueDate': {'type': ['string', 'null']}, 'clientName': {'type': ['string', 'null']}, 'daysOverdue': {'type': 'number'}, 'invoiceNumber': {'type': ['string', 'null']}}}}}}
list_projects
Projects
List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'active': {'type': 'boolean', 'description': 'Filter to active (true) or paused (false) projects. Omit for all.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'clientName', 'projectType', 'isActive', 'budgetHours', 'fixedFeeAmount', 'startDate', 'endDate'], 'properties': {'name': {'type': 'string'}, 'endDate': {'type': ['string', 'null']}, 'isActive': {'type': 'boolean'}, 'startDate': {'type': ['string', 'null']}, 'clientName': {'type': ['string', 'null']}, 'budgetHours': {'type': ['number', 'null']}, 'projectType': {'type': 'string'}, 'fixedFeeAmount': {'type': ['number', 'null']}}}}}}
list_recent_expenses
Recent expenses
List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"
Solo lectura
Esquema de entrada 
{'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}
Esquema de salida 
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['date', 'vendor', 'amount', 'category', 'notes', 'paymentMethod'], 'properties': {'date': {'type': 'string'}, 'notes': {'type': ['string', 'null']}, 'amount': {'type': 'number'}, 'vendor': {'type': 'string'}, 'category': {'type': 'string'}, 'paymentMethod': {'type': ['string', 'null']}}}}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'limit': {'type': 'integer', 'description': 'How many to return (default 10, max 50).'}, 'status': {'type': 'string', 'description': 'Optional status filter: draft, sent, viewed, overdue, paid, or void.'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['invoiceNumber', 'clientName', 'status', 'total', 'issueDate', 'dueDate'], 'properties': {'total': {'type': 'number'}, 'status': {'type': 'string'}, 'dueDate': {'type': ['string', 'null']}, 'issueDate': {'type': ['string', 'null']}, 'clientName': {'type': ['string', 'null']}, 'invoiceNumber': {'type': ['string', 'null']}}}}}}
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?"
Solo lectura
Esquema de entrada 
{'type': 'object', 'properties': {'limit': {'type': 'integer', 'description': 'How many to return (default 10, max 50).'}}, 'additionalProperties': False}
Esquema de salida 
{'type': 'object', 'required': ['count', 'total', 'transactions'], 'properties': {'count': {'type': 'number'}, 'total': {'type': 'number'}, 'transactions': {'type': 'array', 'items': {'type': 'object', 'required': ['date', 'description', 'amount', 'txType'], 'properties': {'date': {'type': 'string'}, 'amount': {'type': 'number'}, 'txType': {'type': 'string'}, 'description': {'type': 'string'}}}}}}
Historial

Cambios recientes en herramientas

Añadido
get_business_profile
17 de September de 2026 a las 12:35
Añadido
get_goals_progress
17 de September de 2026 a las 12:35
Añadido
list_uncategorized_transactions
17 de September de 2026 a las 12:35
Añadido
get_cash_summary
17 de September de 2026 a las 12:35
Añadido
get_time_summary
17 de September de 2026 a las 12:35
Añadido
get_project_summary
17 de September de 2026 a las 12:35
Añadido
list_projects
17 de September de 2026 a las 12:35
Añadido
get_client_summary
17 de September de 2026 a las 12:35
Añadido
list_clients
17 de September de 2026 a las 12:35
Añadido
get_1099_summary
17 de September de 2026 a las 12:35
Añadido
get_tax_deductions
17 de September de 2026 a las 12:35
Añadido
get_profitability
17 de September de 2026 a las 12:35
Añadido
list_bills_owed
17 de September de 2026 a las 12:35
Añadido
get_cost_summary
17 de September de 2026 a las 12:35
Añadido
list_recent_expenses
17 de September de 2026 a las 12:35
Añadido
get_expense_summary
17 de September de 2026 a las 12:35
Añadido
list_recent_invoices
17 de September de 2026 a las 12:35
Añadido
get_invoice_details
17 de September de 2026 a las 12:35
Añadido
get_revenue_summary
17 de September de 2026 a las 12:35
Añadido
get_tax_setaside
17 de September de 2026 a las 12:35
Añadido
get_business_snapshot
17 de September de 2026 a las 12:35
Añadido
get_contact_summary
17 de September de 2026 a las 12:35
Añadido
get_contact_history
17 de September de 2026 a las 12:35
Añadido
get_mileage_summary
17 de September de 2026 a las 12:35
Añadido
list_outstanding_invoices
17 de September de 2026 a las 12:35
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