# 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?"

Agent View of the PolicyLayer registry record for `get_cash_summary`. HTML page: https://policylayer.com/tools/com-getsavitools-savi-tools/get-cash-summary

## Facts

- Tool: `get_cash_summary`
- Server: Savi Tools (`https://getsavitools.com/api/mcp`) — https://policylayer.com/tools/com-getsavitools-savi-tools.md
- Homepage: https://github.com/https://getsavitools.com/api/mcp
- Risk category: Read (Low risk)
- Registry record: grade C, identity unverified
- Server auth posture: open
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Allowed

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_cash_summary",
    "arguments": {}
  }
}
```

## Why get_cash_summary is rated Low

This tool queries financial information (cash position and transaction counts) from existing bank data. It has no side effects, does not create, modify, delete, or execute any operations. While it involves financial data, it does not move money or commit financial obligations, so it does not qualify as Financial.

From the tool's own definition: "Tool name is 'get_cash_summary' and description states it retrieves 'cash position from bank activity: money in, money out, net, and how many transactions still need review.' The verb is 'get' and the action is purely informational—querying/retrieving…"

## Use case

AI agents call get_cash_summary to retrieve information from Savi Tools without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Savi Tools:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_cash_summary": {}
  }
}
```

## Other tools on Savi Tools (24)

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

## 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`

---

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 · Policy library: https://policylayer.com/policies/com-getsavitools-savi-tools