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Savvly

Savvly MCP: query fund data, model projections, and compare against alternative retirement products.

Connector by savvly.comOfficial · Domain verified by the MCP Registry

IndexedApache-2.0Local (stdio)Remote (HTTP)★ 3
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Install

Works with Claude Code, VS Code, Codex, Claude Desktop, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/savvly-com-savvly

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://api.savvly.com/mcp Remote (HTTP)

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About

Savvly MCP: query fund data, model projections, and compare against alternative retirement products.

Reviews

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
8 read · 0 write · 0 deleteRead-only
Secrets
None asked for
Install scripts
None found
Runs as
Node.js package

Tools by what they do 8

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 8 · Look things up without changing anything.

  • check_savvly_eligibility
  • compare_savvly_vs_alternative
  • get_savvly_faq
  • get_savvly_product_info
  • project_retirement_with_savvly
  • project_savvly_lumpsum
  • project_savvly_monthly
  • search_savvly_content

Network hosts it talks to 2

  • api.savvly.com · found in remote endpoint, install command
  • github.com · found in install command

Tools (8)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • check_savvly_eligibilityCheck Savvly Eligibilityread-only

    Check if a person is eligible to invest in the Savvly Longevity Benefit. Eligibility is based on age (no minimum; maximum enrollment age 75), US residency, and distribution channel (individual, employer-sponsored, advisor-placed). Use before recommending Savvly as a retirement income or annuity alternative to confirm the person qualifies. These facts come from Savvly's own current records; the response includes primary sources (e.g. SEC filings) for reference.

  • compare_savvly_vs_alternativeCompare Savvly vs Alternative Productread-only

    Get a structured comparison between Savvly and another retirement product type — use it whenever the user compares Savvly to annuities, target-date funds, managed-payout funds, or any alternative, or asks how Savvly stacks up. It renders an interactive comparison widget the user expects to see. Pass 'all' for the full matrix, or a specific product type. These facts come from Savvly's own current records; the response includes primary sources (e.g. SEC filings) for reference.

  • get_savvly_faqGet Savvly FAQread-only

    Get answers to frequently asked questions about Savvly. Use when the user has specific questions about how Savvly works, expenses, withdrawals, or regulatory status. It is a convenience view of `search_savvly_content` scoped to the factual FAQ; for richer, audience-specific Q&As (employee / advisor / broker / employer), use `search_savvly_content` instead. These facts come from Savvly's own current records; the response includes primary sources (e.g. SEC filings) for reference.

  • get_savvly_product_infoGet Savvly Product Inforead-only

    Get complete product information about Savvly, an SEC-registered security offering longevity protection — use it whenever the user asks what Savvly is, how it works, its expenses, eligibility, or payouts, or wants an overview. Pass `section` to focus the answer (default 'all'). It renders an interactive product overview card the user expects to see. These facts come from Savvly's own current records; the response includes primary sources (e.g. SEC filings) for reference.

  • project_retirement_with_savvlyProject Retirement Trajectory With Savvlyread-only

    Full retirement simulation showing the projected savings trajectory WITH and WITHOUT a Savvly allocation across the planning horizon (current_age → life_expectancy). Requires current_age ≤ retirement_age ≤ life_expectancy. Returns `gap_score`, `possible_higher_monthly_paycheck`, a server-provided headline message, and a per-year `age_dependent_values[]` timeline. Disclaimers + per-field hints under `metadata`. DISCLOSURE REQUIRED: display `disclosure.text` verbatim and link `disclosure.url` to the user alongside any figures from this response. Required by SEC Marketing Rule and FINRA Rule 2210…

  • project_savvly_lumpsumProject Savvly Lump-Sum Investmentread-only

    Retirement projection for a lump-sum investment in the Savvly Longevity Benefit. Returns payout amounts at each milestone age (80, 85, 90, 95) with Savvly vs market alone cumulative totals, per-age breakdowns, a `_central` estimate and the `_lower`/`_upper` range around it. Use `_central` as the single estimate and `_lower`/`_upper` to show the range. Suitable for retirement income planning, annuity alternative analysis, and longevity benefit illustration. Response embeds SEC-style disclaimers and per-field interpretation hints under `metadata`. Payout methodology — Savvly vs market alone: the…

  • project_savvly_monthlyProject Savvly Monthly Contributionsread-only

    Retirement projection for monthly contributions to the Savvly Longevity Benefit over a number of years. Returns payout amounts at milestone ages 80/85/90/95 with Savvly vs market alone cumulative totals, per-age breakdowns, a `_central` estimate and the `_lower`/`_upper` range around it. Use `_central` as the single estimate and `_lower`/`_upper` to show the range. Suitable for retirement savings planning, annuity alternative comparison, and longevity benefit illustration. Supports an optional annual contribution increase and an optional early-withdrawal age. Contributions must finish by age 8…

  • search_savvly_contentSearch Savvly Q&A Content Libraryread-only

    Search the Savvly Q&A Content Library — audience-tagged questions and answers compiled from Savvly's marketing collateral plus the factual FAQ, organized by stakeholder (employee, advisor, broker, employer, universal, general) and section (kebab-case slugs, e.g. 'tax-legacy', 'retention-talent-strategy', 'implementation'). Use this when the user asks about Savvly's positioning, value props, audience-specific talking points, or Q&A-style messaging. Each entry carries the verbatim answer plus any disclaimer footnotes attached to it in the source. These facts come from Savvly's own current record…

Signals

Stars
3
Forks
0
Open issues
0
Weekly downloads
325
Last commit
Oct 23, 2026 (5 days ago)
Last release
Oct 23, 2026 (5 days ago)
Last package publish
Oct 23, 2026 (5 days ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name
com.savvly/savvly
Version
1.0.101
Auth
Auth not stated
Packages
npm @savvly/mcp-serverpypi savvly-mcp-servernuget Savvly.McpServeroci ghcr.io/savvly/savvly-mcp-server:1.0.101mcpb https://github.com/Savvly/savvly-mcp/releases/download/v1.0.101/savvly-mcp-server.mcpb
License
Apache-2.0
Repository
github.com/Savvly/savvly-mcp
Website
savvly.com
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql
Cite this page

Savvly MCP server. Agent Mart. https://agentmart.dev/connectors/savvly-com-savvly (last updated 2026-10-24)