Savvly/savvly-mcp

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)
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 overview
- compare_savvly_vs_alternative — Savvly vs annuities, target-date funds, etc.
- check_savvly_eligibility — age / residency / channel eligibility
- get_savvly_faq — FAQ by topic
- search_savvly_content — audience-tagged Q&A library
- project_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).