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savvly

Eligibility checks, projections, product comparisons

1759 ms

answered our call

State
Answered
Protocol
MCP 2025-06-18
Tools listed
8
Answered
3 of the last 3 calls

How to reach it

  • MCP, HTTPhttps://api.savvly.com/mcp
  • npmnpx -y @savvly/mcp-serverReleased 5 Nov 2026, version 1.0.103
  • PyPIuvx savvly-mcp-serverReleased 5 Nov 2026, version 1.0.103
  • NuGetdotnet tool install Savvly.McpServer
  • Docker imagedocker run -i --rm ghcr.io/savvly/savvly-mcp-server:1.0.103
  • MCP bundlehttps://github.com/Savvly/savvly-mcp/releases/download/v1.0.103/savvly-mcp-server.mcpb

What it can do

ToolWhat it says it does
check_savvly_eligibilityCheck 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…
compare_savvly_vs_alternativeGet 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…
get_savvly_faqGet 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 /…
get_savvly_product_infoGet 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…
project_retirement_with_savvlyFull 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…
project_savvly_lumpsumRetirement 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…
project_savvly_monthlyRetirement 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…
search_savvly_contentSearch 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'…

In its maker's words

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

Website
savvly.com
Source
github.com/Savvly/savvly-mcp
Publisher
savvly.com
Listed from
the official MCP Registry as com.savvly/savvly
Version
1.0.103, updated 5 Nov 2026
Kinds of work
Finance and markets, AI models and agent tools, Search and research

The domain it lives on

savvly.com
registered 29 Jun 2020 (6 years ago), at Squarespace Domains II LLC, its home page is a working site

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

Every call we made

WhenWhat happenedTime
Answered1759 ms
Answered2298 ms
Answered497 ms

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