# 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?"

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

## Facts

- Tool: `get_revenue_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
- Recommended policy verdict: Allowed

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `year` | integer | no | Calendar year. Omit to use the current fiscal year. |

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_revenue_summary",
    "arguments": {}
  }
}
```

## Why get_revenue_summary is rated Low

This tool queries and returns existing business financial data (revenue, breakdowns, income) with no side effects. It does not create, modify, delete, or commit financial transactions. While it accesses sensitive financial information, the read-only nature and informational purpose (business intelligence) place it in the Read category at low severity.

From the tool's own definition: "Tool description states it retrieves 'Total revenue with month-by-month and by-client breakdowns and any direct deposit income' — purely retrieving/querying financial summary data without modifying, deleting, or executing operations."

## Use case

AI agents call get_revenue_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_revenue_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_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_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