MCP server

Savvly Official

com.savvly/savvly

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

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

Website Source

At a glance

Type

MCP server

Publisher

savvly.com (verified by the MCP Registry)

Status

Working at last check

Tools

8

Token cost

About 4,582 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.savvly]
url = "https://api.savvly.com/mcp"

Gemini CLI

{"mcpServers":{"savvly":{"httpUrl":"https://api.savvly.com/mcp"}}}

Cursor

{"mcpServers":{"savvly":{"url":"https://api.savvly.com/mcp"}}}

VS Code

{"servers":{"savvly":{"type":"http","url":"https://api.savvly.com/mcp"}}}

Antigravity

agy mcp add savvly https://api.savvly.com/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"savvly","server_url":"https://api.savvly.com/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"savvly","server_url":"https://api.savvly.com/mcp"}

Tools

• check_savvly_eligibility ~302 tokens
  Check 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 alte
• compare_savvly_vs_alternative ~307 tokens
  Get 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. Pass
• get_savvly_faq ~269 tokens
  Get 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 / advisor
• get_savvly_product_info ~288 tokens
  Get 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 interac
• project_retirement_with_savvly ~1114 tokens
  Full 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 he
• project_savvly_lumpsum ~844 tokens
  Retirement 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 sin
• project_savvly_monthly ~995 tokens
  Retirement 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 `_centr
• search_savvly_content ~463 tokens
  Search 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', 'retention-talent-strat

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