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com.savvly/savvly

com.savvly/savvly · v1.0.101

Measured by MCP Station

Description written by the publisher, not verified

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

Connect

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

{
  "mcpServers": {
    "savvly": {
      "url": "https://api.savvly.com/mcp"
    }
  }
}

Tools as reported by the server

• get_savvly_product_info
  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 interac
• compare_savvly_vs_alternative
  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
• project_savvly_lumpsum
  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 sin
• project_savvly_monthly
  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 `_centr
• project_retirement_with_savvly
  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 he
• check_savvly_eligibility
  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 alte
• get_savvly_faq
  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
• search_savvly_content
  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-strat

Tool changes

• 2026-10-20: get_savvly_product_info, compare_savvly_vs_alternative, project_savvly_lumpsum, project_savvly_monthly, project_retirement_with_savvly, check_savvly_eligibility, get_savvly_faq, search_savvly_content
• 2026-10-16: get_savvly_product_info, compare_savvly_vs_alternative, project_savvly_lumpsum, project_savvly_monthly, project_retirement_with_savvly, check_savvly_eligibility, get_savvly_faq, search_savvly_content

Repository · Website · JSON · Text for agents · Registry updated 2026-10-23