savvly-mcp-server

savvly-mcp-server (PyPI)

Explore Savvly MCP: retirement projections, eligibility, comparisons, and FAQs for an SEC-registered fund that pairs full market upside with later-life longevity payouts.

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.

This is the Python distribution of the same server also published to npm as @savvly/mcp-server, to NuGet as Savvly.McpServer, and to the official MCP Registry as com.savvly/savvly.

Install & run

uvx savvly-mcp-server
# or
pipx run savvly-mcp-server
# or
pip install savvly-mcp-server && savvly-mcp

Claude Desktop / Cursor config

{
  "mcpServers": {
    "savvly": {
      "command": "uvx",
      "args": ["savvly-mcp-server"]
    }
  }
}

Tools

Tool	Description
get_savvly_product_info	Complete product details
compare_savvly_vs_alternative	Comparison vs annuities / target-date funds / etc.
project_savvly_lumpsum	Lump-sum payout projection
project_savvly_monthly	Monthly contribution projection
project_retirement_with_savvly	Full retirement simulation
check_savvly_eligibility	Eligibility check
get_savvly_faq	FAQ filtered by topic
search_savvly_content	Audience-tagged Q&A library search

Projection tools emit interactive MCP Apps chart widgets on hosts that support them.

Resources

• savvly://product/overview
• savvly://product/comparison-matrix
• savvly://product/payout-schedule
• savvly://content/qa-library

Remote alternative

Prefer a hosted endpoint? Connect via Streamable HTTP at https://api.savvly.com/mcp.

License

Apache-2.0.