Savvly

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

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

8 tools

• get_savvly_product_info

  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')…

• compare_savvly_vs_alternative

  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…

• project_savvly_lumpsum

  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…

• project_savvly_monthly

  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…

• project_retirement_with_savvly

  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`…

• check_savvly_eligibility

  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…

• get_savvly_faq

  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…

• search_savvly_content

  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'…

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