Savi Tools
Ask your AI assistant about your Savi Tools business: invoices and who still owes you money, expenses, mileage and tax deductions, clients, projects, time…
Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inRU / CISFreeRead-only
What it can do
- 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 histor
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 and who still owes you money, expenses, mileage and tax deductions, clients, projects, time, cash flow, goals, and contacts. Read-only and OAuth-secured. Your assistant sees only your own data, and you can disconnect anytime. Docs: https://getsavitools.com/en/help/connect-ai-assistant
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?" |