Tools

This page is the public, versioned inventory for Saviqo MCP tools. It should be treated as the source of truth for agent and LLM discovery.

P0 Read Tools

Tool	Type	Purpose	Approval
get_budget_summary	Read	Summarize income, expenses, categories, and monthly budget position.	Auth required
get_cashflow_report	Read	Review monthly inflows, outflows, and leftover cash flow.	Auth required
get_spending_by_category	Read	Group spending by category for review and explanation.	Auth required
get_savings_goal_status	Read	Check savings goal targets, current amounts, and progress.	Auth required
list_statement_imports	Read	List statement imports and review status.	Auth required
list_bank_transactions	Read	List bank transactions available for review.	Auth required

P1 Guarded Write Tools

Tool	Type	Purpose	Approval
create_savings_goal	Guarded write	Create a savings goal after preview.	Explicit user approval
update_savings_goal_target	Guarded write	Update goal target details after preview.	Explicit user approval
approve_statement_import_mapping	Guarded write	Approve how imported statement rows map into the budget.	Explicit user approval
apply_merchant_rule	Guarded write	Apply a merchant normalization or categorization rule.	Explicit user approval
mark_transactions_reviewed	Guarded write	Mark selected transactions as reviewed.	Explicit user approval
record_loan_prepayment	Guarded write	Record a loan prepayment event in a planning workflow.	Explicit user approval

Write tools should support preview-first behavior, idempotency, and audit logging before financial mutations are applied.

Skills Compatibility

The published skills repository currently expects the read tools above and keeps write-oriented workflows preview-only:

github.com/rakeshbhatt10/saviqo-agent-skills

When guarded write tools are enabled, the skills should continue to require preview, user approval, idempotency, and audit logging before applying financial mutations.