Reference for every tool in the Savi MCP server: names, descriptions, required scope, whether it changes data, and input parameters.
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| Tool | Summary | Effect | Scope |
|---|---|---|---|
advance_test_clock | Moves a test clock forward using the clock.id returned by create_test_clock or read_test_clock. Time cannot move backwards; transactions and goal contributions scheduled up to the new time become posted in the clock sna… | Changes data | write |
create_account | Creates a new account for the authenticated user. | Creates data | write |
create_expense_projection | Creates an expense projection (expected future spending). | Creates data | write |
create_goal | Creates a new saving goal for the authenticated user. | Creates data | write |
create_income_projection | Creates an income projection (expected future income). | Creates data | write |
create_invoice | Creates a draft or sent invoice. Requires accountId from list_accounts plus line items and dates (ISO 8601). accountId (when you have a single account or one named Main Checking), status and dates are inferred when omit… | Creates data | write |
create_life_plan | Creates a new life plan — the top-level container for saving goals, income projections, and expense projections. | Creates data | write |
create_rule | Creates a transaction automation rule with optional conditions and at least one action. If conditions/actions are omitted, MCP infers vendor match and category actions from the name (e.g. "Auto-categorize Starbucks as F… | Creates data | write |
create_saved_filter | Creates a saved transaction filter with name and filterCriteria (accounts, categories, tags, date range, etc.). If filterCriteria is omitted or empty, MCP infers type and categories from the name; supplied criteria are… | Creates data | write |
create_shared_account | Creates a new shared account: family (accountType HOUSEHOLD) or enterprise (accountType GROUP). | Creates data | write |
create_tag | Creates a new tag for labeling transactions. | Creates data | write |
create_test_clock | Creates a disposable, identity-owned simulation for agent testing. Supply RFC 3339 timestamps; scheduled events must fall between frozenTime and maxTime. Accepts at most 100 transactions and 25 goals with up to 100 cont… | Creates data | write |
create_time_log | Creates a time-tracking entry. Requires startTime (ISO 8601), or notes with an explicit duration like '2 hours', '1h30m' or '45 minutes'. When startTime is omitted and notes contain a duration, the entry starts at 09:00… | Creates data | write |
create_transaction | Creates a new transaction for the authenticated user on one of their accounts. | Creates data | write |
delete_account | Deletes one account by accountId for the authenticated user. | Deletes data | write |
delete_file | Deletes a file by fileId from list_files. If fileId is unknown, pass fileName: only an exact name match (case-insensitive, extension optional) is deleted; otherwise the tool returns the candidate files to ask about. | Deletes data | write |
delete_goal | Deletes one saving goal by savingGoalId for the authenticated user. | Deletes data | write |
delete_invoice | Deletes a draft invoice by invoiceId. Only DRAFT invoices can be deleted. | Deletes data | write |
delete_projection | Deletes an income or expense projection by projectionId. | Deletes data | write |
delete_rule | Deletes a transaction rule by ruleId or exact ruleName. Requires ownership (OWNER/COOWNER). | Deletes data | write |
delete_saved_filter | Deletes a saved filter by savedFilterId or exact savedFilterName. | Deletes data | write |
delete_shared_account | Deletes a shared account (family HOUSEHOLD or enterprise GROUP) by organizationId. | Deletes data | write |
delete_tag | Deletes a tag by tagId. Get tagId from list_tags, or pass tagName with the exact tag name. A partial name (e.g. "business") is not deleted; this lists the similar tags so you can ask which one. | Deletes data | write |
delete_test_clock | Permanently deletes the owned test clock selected by the clock.id returned by create_test_clock or read_test_clock. Ordinary financial records are not affected. | Deletes data | write |
delete_time_log | Soft-deletes a time log by entryId. | Deletes data | write |
delete_transaction | Deletes one transaction by transactionId for the authenticated user. | Deletes data | write |
get_current_user_info | Returns the authenticated user's personal profile and every user identity the credential can access. | Read-only | read |
get_financial_plan | Returns a unified financial plan: life plans, saving goals, income/expense projections, plus chart-ready series for visualization. | Read-only | read |
get_notification_settings | Returns notification preferences (insight summary email cadence, etc.) from the user's profile. | Read-only | read |
get_spending_analytics | Answers questions about how much the user spent or earned — totals plus category, tag, and vendor breakdowns. | Read-only | read |
list_accounts | Lists every Savi Finance account (bank, credit card, crypto, manual, etc.) the authenticated user has access to. | Read-only | read |
list_agent_connections | Lists the user's active agent/connector connections. Call list_agents for available agent types. | Read-only | read |
list_agents | Lists available integration agents (connectors) and their capabilities. For user's active connections, call list_agent_connections. | Read-only | read |
list_alerts | Lists spending/category alerts (notification thresholds). For push/email prefs use get_notification_settings. | Read-only | read |
list_categories | Lists every transaction category visible to the authenticated user — both the global catalog (e.g. FOOD_AND_DRINK, RENT_AND_UTILITIES, INCOME) and any user-defined categories. | Read-only | read |
list_expense_projections | Lists expense projections (expected future spending) for the authenticated user. | Read-only | read |
list_files | Lists uploaded files/receipts for the authenticated user (limit defaults to 50, at most 100; page with skip while hasMore is true). Use file.id as fileId in update_file or delete_file. | Read-only | read |
list_goals | Lists every saving goal for the authenticated user across all life plans. | Read-only | read |
list_income_projections | Lists income projections (expected future income streams) for the authenticated user. | Read-only | read |
list_invoices | Lists invoices for an account. Use invoice.id as invoiceId in read_invoice, update_invoice, or delete_invoice. | Read-only | read |
list_life_plans | Lists life plans for the authenticated user, including embedded saving goals, income blocks, and expense blocks. | Read-only | read |
list_rules | Lists transaction automation rules. Use rule.id as ruleId in update_rule or delete_rule. | Read-only | read |
list_saved_filters | Lists saved transaction filters (limit defaults to 10, at most 100; page with skip). Use savedFilter.id as savedFilterId in update_saved_filter or delete_saved_filter. | Read-only | read |
list_shared_accounts | Lists family shared accounts (HOUSEHOLD) the user belongs to. | Read-only | read |
list_spendables | Lists monthly spendable (guilt-free spend) limits for the authenticated user. To change limits use update_spendable; for threshold alerts use list_alerts; for email preferences use get_notification_settings. | Read-only | read |
list_tags | Lists tags belonging to the authenticated user. | Read-only | read |
list_time_logs | Lists time-tracking entries. Use entry.id as entryId in update_time_log or delete_time_log. Pass periodHint or filter.search like "this week" to infer a start-time range. | Read-only | read |
list_transactions | Lists transactions for the authenticated user with optional filters. Call this to: • Verify a transaction was created (call after create_transaction). • Show recent transaction history to the user. • Search for a specif… | Read-only | read |
list_trip_mileage_logs | Lists trip/mileage deduction transactions (tagged mileage-deduction or name contains 'mileage'). | Read-only | read |
read_account | Reads one account by accountId for the authenticated user. | Read-only | read |
read_goal | Reads one saving goal by savingGoalId for the authenticated user. | Read-only | read |
read_invoice | Reads one invoice by invoiceId from list_invoices or create_invoice. | Read-only | read |
read_life_plan | Reads one life plan by lifePlanId, including saving goals and fixed income/expense blocks. | Read-only | read |
read_shared_account | Reads one shared account (family HOUSEHOLD or enterprise GROUP) by organizationId. | Read-only | read |
read_test_clock | Reads the current simulated transaction feed and goal progress for the clock.id returned by create_test_clock, including scheduled events that have not happened yet. | Read-only | read |
read_transaction | Reads one transaction by transactionId for the authenticated user. | Read-only | read |
update_account | Updates one account by accountId for the authenticated user. Wraps the updateAccount RPC. | Changes data | write |
update_file | Updates file metadata (name, date) by fileId. Wraps the updateFile RPC. | Changes data | write |
update_goal | Updates one saving goal by savingGoalId for the authenticated user. Wraps the updateSavingGoal RPC. | Changes data | write |
update_invoice | Updates an invoice by invoiceId. Wraps the updateInvoice RPC. | Changes data | write |
update_notification_settings | Updates insight-summary email notification settings (enabled flag and optional cron schedule). Wraps the updateInsightSummaryNotificationSetting RPC. | Changes data | write |
update_projection | Updates an income or expense projection by projectionId. Wraps the updateProjection RPC. | Changes data | write |
update_rule | Updates a transaction automation rule by ruleId. | Changes data | write |
update_saved_filter | Updates a saved filter by savedFilterId. Wraps the updateSavedFilter RPC. | Changes data | write |
update_shared_account | Updates a shared account (family or enterprise) by organizationId. Wraps the updateOrganization RPC. | Changes data | write |
update_spendable | Sets the monthly spendable (guilt-free spend) limit. Wraps the updatePersonalPreference RPC. | Changes data | write |
update_tag | Updates a tag by tagId. Wraps the updateTag RPC. | Changes data | write |
update_time_log | Updates a time log by entryId. Wraps the updateTimeLog RPC. | Changes data | write |
update_transaction | Updates one transaction by transactionId. Wraps the updateTransaction RPC. | Changes data | write |