# savvly MCP server

Savvly Longevity Benefit Fund: product, comparisons, eligibility, and retirement projections.

## Links
- Registry page: https://www.getdrio.com/mcp/com-savvly-savvly
- Repository: https://github.com/Savvly/savvly-public-api
- Website: https://savvly.com

## Install
- Command: `npx -y @savvly/mcp-server`
- Endpoint: https://api.savvly.com/mcp
- Auth: Not captured

## Setup notes
- Package: Npm @savvly/mcp-server v1.0.3
- Remote endpoint: https://api.savvly.com/mcp

## Tools
- get_savvly_product_info (Get Savvly Product Info) - Get complete product information about Savvly, an SEC-registered investment fund offering a Longevity Benefit. Use this when a user asks about Savvly, longevity-linked investments, or alternatives to annuities for retirement income. Endpoint: https://api.savvly.com/mcp
- compare_savvly_vs_alternative (Compare Savvly vs Alternative Product) - Get a structured comparison between Savvly and another retirement product type. Use when the user is evaluating options for longevity risk, retirement income, or comparing Savvly to annuities, target-date funds, or other strategies. Endpoint: https://api.savvly.com/mcp
- project_savvly_lumpsum (Project Savvly Lump-Sum Investment) - Retirement projection for a lump-sum investment in Savvly's Longevity Benefit Fund. Returns payout amounts at each milestone age (80, 85, 90, 95) with Savvly vs market alone cumulative totals, per-age breakdowns, and server-provided `_lower`/`_upper` range bounds. Use `_upper` as the central illustrative estimate and `_lower` to communicate downside. Suitable for retirement income planning, annuity alternative analysis, and longevity benefit illustration. Response embeds SEC-style disclaimers and per-field interpretation hints under `metadata`. Payout methodology — Savvly vs market alone: the payout values are calculated by comparing two investors of the same age committing the same principal. Investor 1 invests in the market with Savvly's Longevity Benefit Fund; Investor 2 invests in the market alone (no longevity overlay). To make the comparison apples-to-apples, at each milestone age (80, 85, 90, 95) Investor 2 withdraws from their market alone portfolio the same dollar amount Investor 1 receives as a payout from Savvly. The `payout_market_alone_*` and `total_market_alone_*` figures are therefore what Investor 2 can actually withdraw to match Savvly's payouts before running out — they fall to 0 once the market alone portfolio is depleted. The `savvly_upside_*` (and `total_savvly_upside_*`) fields quantify how much more total money Investor 1 receives in payouts from Savvly than Investor 2 is able to withdraw over time to match those payouts. DISCLOSURE REQUIRED: display `disclosure.text` verbatim and link `disclosure.url` to the user alongside any figures from this response. Required by SEC Marketing Rule and FINRA Rule 2210 — do not paraphrase or omit. Endpoint: https://api.savvly.com/mcp
- project_savvly_monthly (Project Savvly Monthly Contributions) - Retirement projection for monthly contributions to Savvly's Longevity Benefit Fund 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, and server-provided `_lower`/`_upper` range bounds. Use `_upper` as the central illustrative estimate and `_lower` to communicate downside. Suitable for retirement savings planning, annuity alternative comparison, and longevity benefit illustration. Supports an optional annual contribution increase and an optional early-withdrawal age. Disclaimers + per-field hints under `metadata`. Payout methodology — Savvly vs market alone: the payout values are calculated by comparing two investors of the same age committing the same principal. Investor 1 invests in the market with Savvly's Longevity Benefit Fund; Investor 2 invests in the market alone (no longevity overlay). To make the comparison apples-to-apples, at each milestone age (80, 85, 90, 95) Investor 2 withdraws from their market alone portfolio the same dollar amount Investor 1 receives as a payout from Savvly. The `payout_market_alone_*` and `total_market_alone_*` figures are therefore what Investor 2 can actually withdraw to match Savvly's payouts before running out — they fall to 0 once the market alone portfolio is depleted. The `savvly_upside_*` (and `total_savvly_upside_*`) fields quantify how much more total money Investor 1 receives in payouts from Savvly than Investor 2 is able to withdraw over time to match those payouts. DISCLOSURE REQUIRED: display `disclosure.text` verbatim and link `disclosure.url` to the user alongside any figures from this response. Required by SEC Marketing Rule and FINRA Rule 2210 — do not paraphrase or omit. Endpoint: https://api.savvly.com/mcp
- project_retirement_with_savvly (Project Retirement Trajectory With Savvly) - Full retirement simulation showing the projected savings trajectory WITH and WITHOUT a Savvly allocation across the planning horizon (current_age → life_expectancy). Returns `gap_score`, `possible_higher_monthly_paycheck`, a server-provided headline message, and a per-year `age_dependent_values[]` timeline. Disclaimers + per-field hints under `metadata`. DISCLOSURE REQUIRED: display `disclosure.text` verbatim and link `disclosure.url` to the user alongside any figures from this response. Required by SEC Marketing Rule and FINRA Rule 2210 — do not paraphrase or omit. Endpoint: https://api.savvly.com/mcp
- check_savvly_eligibility (Check Savvly Eligibility) - Check if a person is eligible to invest in Savvly's Longevity Benefit Fund. Eligibility is based on age (25–79), US residency, and distribution channel (individual, employer-sponsored, advisor-placed). Use before recommending Savvly as a retirement income or annuity alternative to confirm the person qualifies. Endpoint: https://api.savvly.com/mcp
- get_savvly_faq (Get Savvly FAQ) - Get answers to frequently asked questions about Savvly. Use when the user has specific questions about how Savvly works, fees, withdrawals, or regulatory status. For richer, audience-specific Q&As (employee / advisor / broker / employer), use `search_savvly_content` instead. Endpoint: https://api.savvly.com/mcp
- search_savvly_content (Search Savvly Q&A Content Library) - Search the Savvly Q&A Content Library — 50 audience-tagged questions and answers compiled from Savvly's marketing collateral, organized by stakeholder (employee, advisor, broker, employer, universal) and subsection (e.g. 'Tax & Legacy', 'Retention & Talent Strategy', 'Implementation'). Use this when the user asks about Savvly's positioning, value props, audience-specific talking points, or Q&A-style messaging. Each entry carries the verbatim answer plus any disclaimer footnotes attached to it in the source. Endpoint: https://api.savvly.com/mcp

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

## Prompts
Not captured

## Metadata
- Owner: com.savvly
- Version: 1.0.3
- Runtime: Npm
- Transports: STDIO, HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: May 27, 2026
- Source: https://registry.modelcontextprotocol.io