About Savvly MCP Server
Savvly MCP Server serves financial advisors, planning tools, and AI agents with fund information, eligibility checks, product comparisons, and retirement projections. It can run locally or connect through a hosted remote server.
Key features
- 01Retrieve fund product information
- 02Compare retirement products
- 03Check age and residency eligibility
- 04Project milestone payouts
- 05Search FAQs and audience-tagged content
- 06Provide chart widgets
Use cases
- 01Assess retirement products for clients
- 02Compare annuities and target-date funds
- 03Project lump-sum or monthly contributions
- 04Review eligibility and FAQs
MCP support
It exposes product information, comparisons, eligibility checks, FAQs, and retirement projection tools to MCP clients. Connections are available through a hosted remote server or several local package types.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://api.savvly.com/mcpclaude mcp add --transport http savvly https://api.savvly.com/mcp{"mcpServers":{"savvly":{"type":"http","url":"https://api.savvly.com/mcp"}}}Open in Cursor{"servers":{"savvly":{"type":"http","url":"https://api.savvly.com/mcp"}}}Open in VS Code{"mcpServers":{"savvly":{"type":"http","url":"https://api.savvly.com/mcp"}}}{"mcpServers":{"savvly":{"serverUrl":"https://api.savvly.com/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
8| Parameter | Type | Required | Description |
|---|---|---|---|
| section | enum | No | 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 always renders regardless.all | overview | regulatory | investment | expenses | payouts | tax | distribution |
Details
From the project READMESavvly 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
| 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)
{
"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
get_savvly_product_info— full product overviewcompare_savvly_vs_alternative— Savvly vs annuities, target-date funds, etc.check_savvly_eligibility— age / residency / channel eligibilityget_savvly_faq— FAQ by topicsearch_savvly_content— audience-tagged Q&A libraryproject_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).
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.
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.