Summary
Connects Claude to Savvly's longevity-focused retirement product API. You can query product details, run retirement projections based on contribution amounts and ages, compare the Longevity Benefit structure against traditional annuities or 401(k)s, and check eligibility criteria for employers or individuals. Useful if you're building financial planning tools, benefits enrollment flows, or retirement calculators that need to incorporate longevity risk products. The fund structure pools S&P 500 returns with reallocation mechanics when investors exit early, and this server exposes the math and product logic behind those projections. Reach for it when you need programmatic access to retirement scenario modeling or want to integrate Savvly's benefit comparisons into advisory workflows.
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Tools
Public tool metadata for what this MCP can expose to an agent.
8 tools
get_savvly_product_infoGet complete product information about Savvly, an SEC-registered investment fund offering a Longevity Benefit. Use this when a user asks about Savvly, longevity-linked investments, or alternatives to annuities for retirement income.
Get complete product information about Savvly, an SEC-registered investment fund offering a Longevity Benefit. Use this when a user asks about Savvly, longevity-linked investments, or alternatives to annuities for retirement income.
No parameter schema in public metadata yet.
compare_savvly_vs_alternativeGet a structured comparison between Savvly and another retirement product type. Use when the user is evaluating options for longevity risk, retirement income, or comparing Savvly to annuities, target-date funds, or other strategies.1 params
Get a structured comparison between Savvly and another retirement product type. Use when the user is evaluating options for longevity risk, retirement income, or comparing Savvly to annuities, target-date funds, or other strategies.
Parameters* required
alternativestringThe product type to compare against Savvly, or 'all' for the full matrixone of
fixed_annuity · variable_annuity · indexed_annuity · target_date_fund · managed_payout_fund · social_security_delayproject_savvly_lumpsumRetirement projection for a lump-sum investment in Savvly's Longevity Benefit Fund. Returns payout amounts at each milestone age (80, 85, 90, 95) with WITH-Savvly vs WITHOUT-Savvly cumulative totals, per-age breakdowns, and server-provided `_lower`/`_upper` range bounds. Use `...4 params
Retirement projection for a lump-sum investment in Savvly's Longevity Benefit Fund. Returns payout amounts at each milestone age (80, 85, 90, 95) with WITH-Savvly vs WITHOUT-Savvly cumulative totals, per-age breakdowns, and server-provided `_lower`/`_upper` range bounds. Use `...
Parameters* required
average_returnintegerExpected average annual return %
current_ageintegerInvestor's current age
funding_amountnumberLump sum investment in USD
withdrawal_ageintegerOptional early-withdrawal age — drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the response
project_savvly_monthlyRetirement projection for monthly contributions to Savvly's Longevity Benefit Fund over a number of years. Returns payout amounts at milestone ages 80/85/90/95 with WITH-Savvly vs WITHOUT-Savvly cumulative totals, per-age breakdowns, and server-provided `_lower`/`_upper` range...6 params
Retirement projection for monthly contributions to Savvly's Longevity Benefit Fund over a number of years. Returns payout amounts at milestone ages 80/85/90/95 with WITH-Savvly vs WITHOUT-Savvly cumulative totals, per-age breakdowns, and server-provided `_lower`/`_upper` range...
Parameters* required
average_returnintegerExpected average annual return %
contribution_yearsintegerNumber of years contributing
current_ageintegerInvestor's current age
installment_increase_percentagenumberOptional annual % increase applied to monthly contributions
monthly_amountnumberMonthly contribution in USD
withdrawal_ageintegerOptional early-withdrawal age — drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the response
project_retirement_with_savvlyFull retirement simulation showing the projected savings trajectory WITH and WITHOUT a Savvly allocation across the planning horizon (current_age → life_expectancy). Returns `gap_score`, `possible_higher_monthly_paycheck`, a server-provided headline message, and a per-year `ag...12 params
Full retirement simulation showing the projected savings trajectory WITH and WITHOUT a Savvly allocation across the planning horizon (current_age → life_expectancy). Returns `gap_score`, `possible_higher_monthly_paycheck`, a server-provided headline message, and a per-year `ag...
Parameters* required
annual_income_increasenumberAnnual contribution % increasedefault: 0
current_ageintegerCurrent age
current_retirement_savingsnumberCurrent total retirement savings in USD
inflation_ratenumberExpected annual inflation rate %default: 3
life_expectancyintegerPlanning horizon (default 100)default: 100
monthly_contributionnumberMonthly retirement contribution in USD
monthly_paychecknumberDesired monthly retirement paycheck (USD)default: 0
other_retirement_incomenumberOther monthly retirement income (USD)default: 0
percentage_in_savvlynumberPercentage of retirement savings allocated to Savvlydefault: 5
post_retirement_returnnumberExpected post-retirement annual return %default: 5
pre_retirement_returnnumberExpected pre-retirement annual return %default: 6
retirement_ageintegerPlanned retirement age
check_savvly_eligibilityCheck if a person is eligible to invest in Savvly's Longevity Benefit Fund. Eligibility is based on age (25–79), US residency, and distribution channel (individual, employer-sponsored, advisor-placed). Use before recommending Savvly as a retirement income or annuity alternativ...3 params
Check if a person is eligible to invest in Savvly's Longevity Benefit Fund. Eligibility is based on age (25–79), US residency, and distribution channel (individual, employer-sponsored, advisor-placed). Use before recommending Savvly as a retirement income or annuity alternativ...
Parameters* required
ageintegerPerson's current age
channelstringDistribution channelone of
individual · employer · advisordefault: individualus_residentbooleanWhether the person is a US residentdefault: true
get_savvly_faqGet answers to frequently asked questions about Savvly. Use when the user has specific questions about how Savvly works, fees, withdrawals, or regulatory status. For richer, audience-specific Q&As (employee / advisor / broker / employer), use `search_savvly_content` instead.1 params
Get answers to frequently asked questions about Savvly. Use when the user has specific questions about how Savvly works, fees, withdrawals, or regulatory status. For richer, audience-specific Q&As (employee / advisor / broker / employer), use `search_savvly_content` instead.
Parameters* required
topicstringFilter FAQ by topicone of
general · investment · payouts · withdrawals · tax · feesdefault: allsearch_savvly_contentSearch the Savvly Q&A Content Library — 50 audience-tagged questions and answers compiled from Savvly's marketing collateral, organized by stakeholder (employee, advisor, broker, employer, universal) and subsection (e.g. 'Tax & Legacy', 'Retention & Talent Strategy', 'Implemen...4 params
Search the Savvly Q&A Content Library — 50 audience-tagged questions and answers compiled from Savvly's marketing collateral, organized by stakeholder (employee, advisor, broker, employer, universal) and subsection (e.g. 'Tax & Legacy', 'Retention & Talent Strategy', 'Implemen...
Parameters* required
audiencestringRestrict to one stakeholder audience. Omit to search across all audiences.one of
employee · advisor · broker · employer · universallimitintegerCap on matched entries returned. Default 20, max 50.default: 20
querystringFree-text substring filter applied to questions, answers, and footnotes. Case-insensitive.
subsectionstringSubstring match against subsection labels (e.g. 'Tax', 'Retention', 'Eligibility'). Case-insensitive.
Savvly MCP server — com.savvly/savvly
Savvly offers longevity-linked, SEC-registered investment products — built on the Savvly 80+ fund — that invests pooled contributions in a low-cost S&P 500 ETF and makes milestone cash payouts at ages 80, 85, 90, and 95, turning a longer life into a financial reward rather than a risk.
Savvly MCP lets financial advisors, planning tools, and AI agents query fund data, model projections, and compare against alternative retirement products directly, in real time, in any conversation, and without any manual lookup.
Listed on the MCP Registry as
com.savvly/savvly and published to five package types plus a hosted remote — use
whichever fits your client.
Install
| Channel | Command / config |
|---|---|
| Remote (hosted) | https://api.savvly.com/mcp (streamable-http) |
| npm | npx @savvly/mcp-server |
| PyPI | uvx savvly-mcp-server |
| NuGet | dnx Savvly.McpServer (or dotnet tool install -g Savvly.McpServer) |
| Docker / OCI | docker run -i --rm ghcr.io/savvly/savvly-mcp-server |
| MCPB | download the .mcpb from Releases and open it in an MCPB-capable host |
Claude Desktop / Cursor / Windsurf (stdio)
{
"mcpServers": {
"savvly": { "command": "npx", "args": ["@savvly/mcp-server"] }
}
}
Swap command/args for uvx savvly-mcp-server, dnx Savvly.McpServer, or
docker run -i --rm ghcr.io/savvly/savvly-mcp-server as you prefer. Hosts that support
remote MCP can point straight at https://api.savvly.com/mcp.
Tools
get_savvly_product_info— full product overviewcompare_savvly_vs_alternative— Savvly vs annuities, target-date funds, etc.check_savvly_eligibility— age / residency / channel eligibilityget_savvly_faq— FAQ by topicsearch_savvly_content— audience-tagged Q&A libraryproject_savvly_lumpsum/project_savvly_monthly— payout projections (milestone ages)project_retirement_with_savvly— full retirement trajectory with vs. without Savvly
Projection tools emit interactive MCP Apps chart widgets on hosts that support them.
Links
- Website: https://savvly.com
- Disclosures: https://www.savvly.com/disclosures
Privacy Policy
Savvly's privacy policy: https://www.savvly.com/privacy-policy
This MCP server is public and unauthenticated — it exposes Savvly product information, comparisons, eligibility, and illustrative projections, and requires no account or credentials. It collects no personal information and no end-user identifier (no client IP is captured; no user is identified).
The hosted endpoint (https://api.savvly.com/mcp) records anonymous usage analytics via AgentCat (formerly MCPcat), a third-party processor, to improve the tools — which tools are called and their non-identifying numeric scenario inputs (e.g. age, contribution amount). Email, phone, SSN, and payment-card patterns are redacted from any text before it is sent. The local npx @savvly/mcp-server (stdio) sends no analytics.
License
Apache-2.0.
Featured
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