savi-tools

Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.

От сообществаРаботаетБез входаRU / СНГБесплатноТолько чтение

Что умеет

    Какие данные видит

    Нужен ли аккаунт

    Не нужен: сервер работает без входа

    Ask your AI assistant about your Savi Tools business: invoices, expenses, mileage, and more.

    Список инструментов сервера (25)

    Технические названия из tools/list. Нужны только разработчикам.

    list_outstanding_invoicesList 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_summaryTotal 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_historySearch 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_summaryRolodex 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_snapshotOne-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_setasideEstimated 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_summaryTotal 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_detailsFull 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_invoicesList the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"
    get_expense_summaryTotal 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_expensesList the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"
    get_cost_summaryAll 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_owedList 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_profitabilityRevenue 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_deductionsDeductible 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_summarySummary 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_clientsList the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"
    get_client_summaryA 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_projectsList projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"
    get_project_summaryA 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_summaryHours 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_summaryCash 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_transactionsList bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"
    get_goals_progressProgress 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_profileThe 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?"