# 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?"

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

## Facts

- Tool: `get_client_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: 1 (1 required)
- Recommended policy verdict: Allowed

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `name` | string | yes | Client name to look up. |

Parameters from the server's own tool schema.

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

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

## Why get_client_summary is rated Low

This tool queries and displays financial summaries about a client relationship. It has no side effects, does not create, modify, or delete data, and does not move money or execute arbitrary code. It is a straightforward data retrieval tool.

From the tool's own definition: "Tool retrieves summary data ('total invoiced, paid, outstanding, expenses, active projects, and last invoice date') with no modification or deletion capability."

## Use case

AI agents call get_client_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_client_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_cash_summary` — Read — https://policylayer.com/tools/com-getsavitools-savi-tools/get-cash-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