Savvly MCP: query fund data, model projections, and compare against alternative retirement products.
com.savvly/savvlySavvly 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.
| 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 |
{
"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.
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 SavvlyProjection tools emit interactive MCP Apps chart widgets on hosts that support them.
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.
Apache-2.0.
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
npx -y @savvly/mcp-serverMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"com-savvly-savvly": {
"command": "npx",
"args": [
"-y",
"@savvly/mcp-server"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup reference@savvly/mcp-servernpmcom.savvly/savvly works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.