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savi-tools

com.getsavitools/savi-tools
Business & Operations Finance & Investing Public & reachable MCP 2026-07-28

What this MCP does

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

Capabilities

Tools

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

Recent tool changes

Added
get_business_profile
Sept. 17, 2026, 12:35 p.m.
Added
get_goals_progress
Sept. 17, 2026, 12:35 p.m.
Added
list_uncategorized_transactions
Sept. 17, 2026, 12:35 p.m.
Added
get_cash_summary
Sept. 17, 2026, 12:35 p.m.
Added
get_time_summary
Sept. 17, 2026, 12:35 p.m.
Added
get_project_summary
Sept. 17, 2026, 12:35 p.m.
Added
list_projects
Sept. 17, 2026, 12:35 p.m.
Added
get_client_summary
Sept. 17, 2026, 12:35 p.m.
Added
list_clients
Sept. 17, 2026, 12:35 p.m.
Added
get_1099_summary
Sept. 17, 2026, 12:35 p.m.
Added
get_tax_deductions
Sept. 17, 2026, 12:35 p.m.
Added
get_profitability
Sept. 17, 2026, 12:35 p.m.
Added
list_bills_owed
Sept. 17, 2026, 12:35 p.m.
Added
get_cost_summary
Sept. 17, 2026, 12:35 p.m.
Added
list_recent_expenses
Sept. 17, 2026, 12:35 p.m.
Added
get_expense_summary
Sept. 17, 2026, 12:35 p.m.
Added
list_recent_invoices
Sept. 17, 2026, 12:35 p.m.
Added
get_invoice_details
Sept. 17, 2026, 12:35 p.m.
Added
get_revenue_summary
Sept. 17, 2026, 12:35 p.m.
Added
get_tax_setaside
Sept. 17, 2026, 12:35 p.m.
Added
get_business_snapshot
Sept. 17, 2026, 12:35 p.m.
Added
get_contact_summary
Sept. 17, 2026, 12:35 p.m.
Added
get_contact_history
Sept. 17, 2026, 12:35 p.m.
Added
get_mileage_summary
Sept. 17, 2026, 12:35 p.m.
Added
list_outstanding_invoices
Sept. 17, 2026, 12:35 p.m.
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