Savvly MCP server

<!-- CANONICAL PUBLIC README for the Savvly MCP server. Source of truth lives here in savvly-public-api (private); the release workflow (.github/workflows/publish-mcp-server.yml) syncs this file — plus server.json and LICENSE — to the PUBLIC Savvly/savvly-mcp repo on every production release. Do not edit it directly in savvly-mcp; edit here. -->

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

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

• getsavvlyproduct_info — full product overview
• comparesavvlyvs_alternative — Savvly vs annuities, target-date funds, etc.
• checksavvlyeligibility — age / residency / channel eligibility
• getsavvlyfaq — FAQ by topic
• searchsavvlycontent — audience-tagged Q&A library
• projectsavvlylumpsum / projectsavvlymonthly — payout projections (milestone ages)
• projectretirementwith_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.

<!-- mcp-name: com.savvly/savvly -->