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Savvly

by com.savvly

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

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Server URL
https://api.savvly.com/mcp
Provider
Add in Claude

Claude opens with the name and URL filled in. You still confirm it there.

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

Run in a terminal.

Claude Desktop
{
  "mcpServers": {
    "com.savvly-savvly": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.savvly.com/mcp"
      ]
    }
  }
}

claude_desktop_config.json

Step-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

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

Savvly 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

ChannelCommand / config
Remote (hosted)https://api.savvly.com/mcp (streamable-http)
npmnpx @savvly/mcp-server
PyPIuvx savvly-mcp-server
NuGetdnx Savvly.McpServer (or dotnet tool install -g Savvly.McpServer)
Docker / OCIdocker run -i --rm ghcr.io/savvly/savvly-mcp-server
MCPBdownload 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 overview
  • compare_savvly_vs_alternative — Savvly vs annuities, target-date funds, etc.
  • check_savvly_eligibility — age / residency / channel eligibility
  • get_savvly_faq — FAQ by topic
  • search_savvly_content — audience-tagged Q&A library
  • project_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.

How do I install Savvly?
Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.
Does Savvly need an API key?
No required environment variable is listed on this record.
What transport does Savvly use?
Savvly is reached over HTTP.
When was Savvly last checked?
Last checked 2026-10-16. Savvly MCP: query fund data, model projections, and compare against alternative retirement products.

No tool list yet. Remote servers get one after the first health check.

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