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savi-tools

com.getsavitools/savi-tools
Entreprise et opérations Finance et investissement Public et accessible MCP 2026-07-28

Ce que fait ce MCP

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

Capacités

Outils

25 outils
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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Tax year. Defaults to the current year.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'description': 'Client name to look up.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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.
Lecture seule
Schéma d’entrée 
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': 'Name or company to search for.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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.
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'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}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'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}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'required': ['number_or_client'], 'properties': {'number_or_client': {'type': 'string', 'description': 'Invoice number or client name to look up.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Calendar year, e.g. 2026. Defaults to the current year.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'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}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'description': 'Project name to look up.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Calendar year. Omit to use the current fiscal year.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'year': {'type': 'integer', 'description': 'Calendar year. Omit to use the current fiscal year.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'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}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'query': {'type': 'string', 'description': 'Optional name or notes search.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'active': {'type': 'boolean', 'description': 'Filter to active (true) or paused (false) projects. Omit for all.'}}, 'additionalProperties': False}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'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}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'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}
Schéma de sortie 
{'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?"
Lecture seule
Schéma d’entrée 
{'type': 'object', 'properties': {'limit': {'type': 'integer', 'description': 'How many to return (default 10, max 50).'}}, 'additionalProperties': False}
Schéma de sortie 
{'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'}}}}}}
Historique

Modifications récentes des outils

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