Savvly

savvly/savvly-mcp

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.

GitHub stars: 3
tools: 8
transport: STDIO, HTTP
last updated: Nov 12, 2026

View on GitHub

Install

From registry metadata

$ npx add-mcp https://api.savvly.com/mcp --name savvly

Run in your terminal. add-mcp asks which agents to add it to (Claude Code, Codex, Cursor and more). Add -g to install it for every project.

Review the command, arguments and environment values before installing. MCP servers run with your local permissions.

Other ways

Claude Code

$ claude mcp add --transport http savvly https://api.savvly.com/mcp

Run in your terminal. Add --scope user to make it available in every project.

Tools

Verified live · 8 tools

Verified live against the running server on Nov 6, 2026.

get_savvly_product_infoGet 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')...1 params

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')...

Parameters* required

sectionstring

Which part of the product profile to focus the text on — one of 'all', 'overview', 'regulatory', 'investment', 'expenses', 'payouts', 'tax', 'distribution' (default 'all'). The full overview card a...one of all · overview · regulatory · investment · expenses · payoutsdefault: all

compare_savvly_vs_alternativeGet 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 us...1 params

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 us...

Parameters* required

alternativestring

Which product type to compare Savvly against. Use EXACTLY one of: 'fixed_annuity', 'variable_annuity', 'indexed_annuity', 'target_date_fund', 'managed_payout_fund', or 'all' for the full matrix. Pi...one of fixed_annuity · variable_annuity · indexed_annuity · target_date_fund · managed_payout_fund · alldefault: all

project_savvly_lumpsumRetirement 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. Us...4 params

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. Us...

Parameters* required

average_returninteger

Expected average annual S&P 500 return % (default 8)default: 8

current_ageinteger

Investor's current age (default 40). Min 18 (the projection matrix floor); max 75 (max enrollment age)default: 40

funding_amountnumber

Lump sum investment in USD (default 10000). Min 100 (the product minimum); max 1,000,000 (the projection model's input limit, not an investment limit)default: 10000

withdrawal_ageinteger

Early-withdrawal age (default 82) — drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the responsedefault: 82

project_savvly_monthlyRetirement 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...6 params

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...

Parameters* required

average_returninteger

Expected average annual S&P 500 return % (default 8)default: 8

contribution_yearsinteger

Number of years contributing. Omit to use a sensible default of min(27, 80 − current_age) — 27 for the canonical age-40 scenario, and always small enough that contributions finish by age 80 (the ad...

current_ageinteger

Investor's current age (default 40). Min 18 (the projection matrix floor); max 75 (max enrollment age)default: 40

installment_increase_percentageinteger

Optional annual % increase applied to monthly contributions, in whole percent

monthly_amountnumber

Monthly deposit in USD (default 100). Min 10 (the product minimum); max 100,000 (the projection model's input limit, not an investment limit)default: 100

withdrawal_ageinteger

Early-withdrawal age (default 82) — drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the responsedefault: 82

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). Requires current_age ≤ retirement_age ≤ life_expectancy. Returns `gap_score`, `possible_higher_monthly_paycheck...12 params

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...

Parameters* required

annual_income_increasenumber

Annual contribution % increase (default 2)default: 2

current_ageinteger

Current age (default 40)default: 40

current_retirement_savingsnumber

Current total retirement savings in USD (default 60000)default: 60000

inflation_ratenumber

Expected annual inflation rate % (default 3)default: 3

life_expectancyinteger

Planning horizon (default 100)default: 100

monthly_contributionnumber

Monthly retirement contribution in USD (default 1000)default: 1000

monthly_paychecknumber

Desired monthly retirement paycheck in USD (default 4500)default: 4500

other_retirement_incomenumber

Other monthly retirement income in USD (default 1600)default: 1600

percentage_in_savvlynumber

Percentage of the retirement portfolio allocated to Savvly (default 5)default: 5

post_retirement_returnnumber

Expected post-retirement annual return % (default 5)default: 5

pre_retirement_returnnumber

Expected pre-retirement annual return % (default 6)default: 6

retirement_ageinteger

Planned retirement age (default 68)default: 68

check_savvly_eligibilityCheck 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...3 params

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...

Parameters* required

age*integer

Person's current age

channelstring

Distribution channel — one of 'individual', 'employer', 'advisor' (default 'individual').one of individual · employer · advisordefault: individual

us_residentboolean

Whether 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, expenses, withdrawals, or regulatory status. It is a convenience view of `search_savvly_content` scoped to the factual FAQ; for richer, audience-specific Q&...1 params

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&...

Parameters* required

sectionstring

Filter the FAQ to one section (kebab-case, e.g. 'tax-legacy'); 'all' returns every entry.one of all · understanding-savvly · investment-custody · payouts · withdrawals-estate · expenses-costdefault: all

search_savvly_contentSearch 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',...4 params

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',...

Parameters* required

audiencestring

Restrict to one stakeholder audience. Use EXACTLY one of: 'employee', 'advisor', 'broker', 'employer', 'universal', or 'general' ('general' is the factual FAQ). Omit to search across all audiences.one of employee · advisor · broker · employer · universal · general

limitinteger

Cap on matched entries returned. Default 20, max 50.default: 20

querystring

Free-text search over questions, answers, and footnotes (case-insensitive). Multi-word queries match entries containing ANY of the words, ranked by relevance.

sectionstring

Substring match against section slugs (e.g. 'tax', 'retention', 'eligibility'). Case-insensitive.

Readme

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

View the full README on GitHub

Details

Repository: github.com/savvly/savvly-mcp
Website: savvly.com
Category: Data & Analytics
Package: @savvly/mcp-server
Transport: STDIO, HTTP
Registry: MCP registry, active
Resources: 8
Tools verified: Nov 6, 2026

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Savvly

Install

Tools

Readme

Savvly MCP server — com.savvly/savvly

Install

Details

Related Data & Analytics MCP servers

Savvly MCP server — `com.savvly/savvly`