savi-tools
Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inRU / CISFreeRead-only
What it can do
What data it sees
Do you need an account
No: the server works without sign-in
Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.
How to connect
How to connect savi-tools to Claude
The server address to paste into Claude settings:
https://getsavitools.com/api/mcp
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect savi-tools to ChatGPT
The server address to paste into ChatGPT settings:
https://getsavitools.com/api/mcp
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect savi-tools to Cursor
The server address to paste into Cursor settings:
https://getsavitools.com/api/mcp
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (25)
Raw names from tools/list. Only developers need these.
| list_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?" |
| get_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?" |
| get_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. |
| get_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. |
| get_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?" |
| get_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?" |
| get_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?" |
| get_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?" |
| list_recent_invoices | List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?" |
| get_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?" |
| list_recent_expenses | List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?" |
| get_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?" |
| list_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?" |
| get_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?" |
| get_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?" |
| get_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?" |
| list_clients | List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?" |
| get_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?" |
| list_projects | List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?" |
| get_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?" |
| get_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?" |
| get_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?" |
| list_uncategorized_transactions | List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?" |
| get_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?" |
| get_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?" |