# com.savvly/savvly

- Registry name: `com.savvly/savvly` · version 1.0.101
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets, Marketing & SEO, Commerce & marketing
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): extensions, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.savvly%2Fsavvly
- Server page: https://mcpstation.net/s/com.savvly--savvly.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://api.savvly.com/mcp`

## Tools (as reported by the server, not verified)

- `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

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html