# Savi Tools MCP server

Agent View of the PolicyLayer registry record for Savi Tools: identity, probed posture, risk grade, and all 25 tools classified. HTML page: https://policylayer.com/tools/com-getsavitools-savi-tools

## Facts

- Server id: `https://getsavitools.com/api/mcp`
- Homepage: https://github.com/https://getsavitools.com/api/mcp
- Registry record: grade C, identity unverified
- Lifecycle: active
- Auth posture: open
- Rate-limited: no
- Tools: 25 (17 with introspected schema)
- Tool categories present: Read
- Context-window cost: 2149 tokens per request — https://policylayer.com/token-cost/com-getsavitools-savi-tools
- Tags: com getsavitools savi tools
- Record last modified: 2026-08-05T09:40:59.137Z

## Tools (25)

| Tool | Category | Risk | Record |
| --- | --- | --- | --- |
| `get_1099_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-1099-summary.md |
| `get_business_profile` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-business-profile.md |
| `get_business_snapshot` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-business-snapshot.md |
| `get_cash_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-cash-summary.md |
| `get_client_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-client-summary.md |
| `get_contact_history` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-contact-history.md |
| `get_contact_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-contact-summary.md |
| `get_cost_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-cost-summary.md |
| `get_expense_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-expense-summary.md |
| `get_goals_progress` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-goals-progress.md |
| `get_invoice_details` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-invoice-details.md |
| `get_mileage_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-mileage-summary.md |
| `get_profitability` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-profitability.md |
| `get_project_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-project-summary.md |
| `get_revenue_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-revenue-summary.md |
| `get_tax_deductions` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-tax-deductions.md |
| `get_tax_setaside` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-tax-setaside.md |
| `get_time_summary` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/get-time-summary.md |
| `list_bills_owed` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-bills-owed.md |
| `list_clients` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-clients.md |
| `list_outstanding_invoices` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-outstanding-invoices.md |
| `list_projects` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-projects.md |
| `list_recent_expenses` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-recent-expenses.md |
| `list_recent_invoices` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-recent-invoices.md |
| `list_uncategorized_transactions` | Read | Low | https://policylayer.com/tools/com-getsavitools-savi-tools/list-uncategorized-transactions.md |

## Tool descriptions

- `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?"
- `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?"
- `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_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?"
- `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?"
- `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 hist…
- `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 …
- `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?"
- `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?"
- `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_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?"
- `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_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_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_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_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 …
- `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_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?"
- `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?"
- `list_clients` — List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"
- `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?"
- `list_projects` — List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"
- `list_recent_expenses` — List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"
- `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?"
- `list_uncategorized_transactions` — List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

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Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=com-getsavitools-savi-tools · API: https://policylayer.com/registry/api · Recommended policies for every tool: https://policylayer.com/policies/com-getsavitools-savi-tools