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Savi Tools

25 tools. 0 can modify or destroy data without limits.

Read-only server. Low risk, but rate limits prevent runaway API costs.

Last updated:

0 can modify or destroy data
25 read-only
25 tools total

Community server · catalogue entry checked 05/08/2026 · full schemas captured for 17 of 25 tools

How to control Savi Tools ↓

What Savi Tools exposes to your agents

Read (25) Write / Execute (0) Destructive / Financial (0)

What Savi Tools costs in tokens

2,149 tokens of tool definitions, loaded on every request
1.1% of a 200k context window
123 heaviest tool: get_contact_history

What can go wrong

Even read-only tools carry cost. An agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up bills.

How to control Savi Tools

PolicyLayer is an MCP gateway — it sits between your AI agents and Savi Tools, and nothing reaches the server without passing your rules. These are the rules we recommend:

Cap read operations
{
  "get_1099_summary": {
    "limits": [
      {
        "counter": "get_1099_summary_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Savi Tools — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON SAVI TOOLS →

Instant setup, no code required.

All 25 Savi Tools tools

READ 25 tools
Read get_1099_summary Summary of the 1099-NEC amounts owed to contractors for a tax year, per vendor and in total, with the filing d Read get_business_profile The business’s own profile: legal name, entity type, the tax return it files, accounting method, fiscal year, Read get_business_snapshot One-look snapshot of the business right now: money in, money out, net, outstanding invoices, bills owed, and h Read get_cash_summary Cash position from bank activity: money in, money out, net, and how many transactions still need review. Answe Read get_client_summary A single client’s summary: total invoiced, paid, outstanding, expenses, active projects, and last invoice date Read get_contact_history Search the subscriber’s own contacts by name, company, industry, or profession. Returns each match with phone/ Read get_contact_summary Rolodex overview: how many contacts the subscriber has, how many have a phone or email, and the top industries Read get_cost_summary All business costs for a period — expenses, mileage, and contractor bills — with by-category and by-month brea Read get_expense_summary Total expenses for a year with by-category and by-month breakdowns. Answers "what did I spend on software this Read get_goals_progress Progress toward the subscriber’s business goals: each outcome, its success signals, current vs. target, and pe Read get_invoice_details Full detail for one invoice — status, amounts, line items, payments, and balance due — found by invoice number Read get_mileage_summary Total business miles and IRS mileage deduction for a calendar year, with a per-type breakdown. Answers "what i Read get_profitability Revenue vs. costs, net profit, and margin over a period, optionally broken down by client. Answers "am I profi Read get_project_summary A single project’s summary: hours logged vs. budget, billable hours, expenses, and mileage. Answers "how many Read get_revenue_summary Total revenue with month-by-month and by-client breakdowns and any direct deposit income. Answers "how much ha Read get_tax_deductions Deductible costs mapped onto the lines of the tax return the business actually files (Schedule C, 1120, 1120-S Read get_tax_setaside Estimated annual and quarterly tax to set aside, the IRS safe-harbor minimum, and the next payment due date. A Read get_time_summary Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hour Read list_bills_owed List the contractor/vendor bills the business still owes, with balance due and how overdue each is. Answers "w Read list_clients List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers Read list_outstanding_invoices List the outstanding (sent, viewed, or overdue) invoices with aging buckets and the oldest one. Answers "who s Read list_projects List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what pr Read list_recent_expenses List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expe Read list_recent_invoices List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoice Read list_uncategorized_transactions List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank tr

Questions about Savi Tools

Is the Savi Tools MCP server safe to use without restrictions? +

The Savi Tools server is primarily read-only with 25 read tools. While it cannot modify data, an agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up costs. Rate limiting is still recommended.

How many tools does the Savi Tools MCP server expose? +

25 tools across 1 categories: Read. 25 are read-only. 0 can modify, create, or delete data.

How do I enforce a policy on Savi Tools? +

Register the Savi Tools MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Savi Tools tool call.

Deterministic rules across all 25 Savi Tools tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

25 Savi Tools tools catalogued and risk-classified — across an index of 46,500+ MCP servers.

// WHERE THIS COMES FROM

These policies come from Savi Tools's registry record.

The record behind this page: verified identity, auth posture, risk grade, every tool classified, recommended policy — re-checked continuously.

Teams ship this data inside their own products. See what a licence covers →

// GET IN TOUCH

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