INDIVIDUAL MCP TOOL

get_client_summary

A single client’s summary: total invoiced, paid, outstanding, expenses, active projects, and last invoice date.

getsavitools.comnone authenticationAvailability not checked

LIVE ENDPOINT

https://getsavitools.com/api/mcp

No auth detected

Connect to this endpoint to inspect the live schema for get_client_summary and invoke it with your own arguments.

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Potential side effects detected · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.savi-tools]
url = "https://getsavitools.com/api/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "savi-tools": {
      "type": "http",
      "url": "https://getsavitools.com/api/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: savi-tools
Remote MCP URL: https://getsavitools.com/api/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "savi-tools": {
      "url": "https://getsavitools.com/api/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "savi-tools": {
      "type": "http",
      "url": "https://getsavitools.com/api/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "savi-tools",
  "transport": "streamable-http",
  "url": "https://getsavitools.com/api/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

list_outstanding_invoices — List the outstanding (sent, viewed, or overdue) invoices with aging buckets and the oldest one.
get_mileage_summary — Total business miles and IRS mileage deduction for a calendar year, with a per-type breakdown.
get_contact_history — Search the subscriber’s own contacts by name, company, industry, or profession.
get_contact_summary — Rolodex overview: how many contacts the subscriber has, how many have a phone or email, and the top industries and tags.
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.
get_tax_setaside — Estimated annual and quarterly tax to set aside, the IRS safe-harbor minimum, and the next payment due date.
get_revenue_summary — Total revenue with month-by-month and by-client breakdowns and any direct deposit income.
get_invoice_details — Full detail for one invoice — status, amounts, line items, payments, and balance due — found by invoice number or client name.