Savi Tools

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?"

// inputSchema
{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Tax year. Defaults to the current year."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Client name to look up."
    }
  },
  "additionalProperties": false
}

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 history?" and "list my real-estate contacts with their phone numbers." Contacts flagged doNotShare asked not to be passed along.

// inputSchema
{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Name or company to search for."
    }
  },
  "additionalProperties": false
}

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 specific people.

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "description": "A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year. Defaults to the current year."
    },
    "category": {
      "type": "string",
      "description": "Optional category name to filter to (e.g. \"Software & Subscriptions\")."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "required": [
    "number_or_client"
  ],
  "properties": {
    "number_or_client": {
      "type": "string",
      "description": "Invoice number or client name to look up."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year, e.g. 2026. Defaults to the current year."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "description": "A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year."
    },
    "byClient": {
      "type": "boolean",
      "description": "Include a per-client profitability breakdown."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Project name to look up."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year. Omit to use the current fiscal year."
    }
  },
  "additionalProperties": false
}

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 land on my return?"

// inputSchema
{
  "type": "object",
  "properties": {
    "year": {
      "type": "integer",
      "description": "Calendar year. Omit to use the current fiscal year."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

Hours logged over a period, split billable vs. non-billable and broken down by project. Answers "how many hours did I bill last month?"

// inputSchema
{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "description": "A 4-digit year, or this_year / last_year / this_quarter / last_quarter. Omit for the current fiscal year."
    },
    "project": {
      "type": "string",
      "description": "Optional project name to filter to."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

List the subscriber’s clients with their billing profile, optionally filtered by a name/notes search. Answers "who are my clients?"

// inputSchema
{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional name or notes search."
    }
  },
  "additionalProperties": false
}

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?"

// inputSchema
{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

List projects with their client, type, budget, and dates, optionally filtered to active-only. Answers "what projects am I working on?"

// inputSchema
{
  "type": "object",
  "properties": {
    "active": {
      "type": "boolean",
      "description": "Filter to active (true) or paused (false) projects. Omit for all."
    }
  },
  "additionalProperties": false
}

List the most recent expenses, newest first, optionally filtered by category. Answers "what are my latest expenses?"

// inputSchema
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "description": "How many to return (default 10, max 50)."
    },
    "category": {
      "type": "string",
      "description": "Optional category name to filter to."
    }
  },
  "additionalProperties": false
}

List the most recent invoices, newest first, optionally filtered by status. Answers "show me my latest invoices" or "which invoices are overdue?"

// inputSchema
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "description": "How many to return (default 10, max 50)."
    },
    "status": {
      "type": "string",
      "description": "Optional status filter: draft, sent, viewed, overdue, paid, or void."
    }
  },
  "additionalProperties": false
}

List bank transactions still waiting to be categorized/reviewed, with a count and total. Answers "what bank transactions still need categorizing?"

// inputSchema
{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "description": "How many to return (default 10, max 50)."
    }
  },
  "additionalProperties": false
}