Savvly MCP server
{
"mcpServers": {
"savvly": {
"command": "npx",
"args": [
"-y",
"@savvly/mcp-server@latest"
]
}
}
}{
"mcpServers": {
"savvly": {
"command": "npx",
"args": [
"-y",
"@savvly/mcp-server@latest"
]
}
}
}{
"mcpServers": {
"savvly": {
"command": "npx",
"args": [
"-y",
"@savvly/mcp-server@latest"
]
}
}
}{
"servers": {
"savvly": {
"command": "npx",
"args": [
"-y",
"@savvly/mcp-server@latest"
]
}
}
}{
"mcpServers": {
"savvly": {
"command": "npx",
"args": [
"-y",
"@savvly/mcp-server@latest"
]
}
}
}file .mcp.json (in your project root)file claude_desktop_config.jsonfile ~/.cursor/mcp.jsonfile .vscode/mcp.jsonfile ~/.codeium/windsurf/mcp_config.jsoninstall npx -y @savvly/mcp-serverversion 1.0.93
What it does
Savvly MCP exposes tools to query data about the Savvly 80+ fund, model retirement projections with and without Savvly products, and compare Savvly against alternative retirement products like annuities and target-date funds. It is for financial advisors, planning tools, and AI agents that need real-time access to fund information and retirement scenarios.
- Model projected milestone payouts (ages 80, 85, 90, 95) for a lump-sum or monthly contribution amount.
- Compare Savvly against annuities, target-date funds, and other retirement products to show trade-offs.
- Check whether a client meets age, residency, and channel eligibility requirements for Savvly products.
Tools this server exposes
| Tool | Does |
|---|---|
| get_savvly_product_info | Returns full product overview for the Savvly 80+ fund. |
| compare_savvly_vs_alternative | Compares Savvly against annuities, target-date funds, and other retirement products. |
| check_savvly_eligibility | Checks age, residency, and channel eligibility for Savvly products. |
| get_savvly_faq | Returns FAQ entries filtered by topic. |
| search_savvly_content | Searches an audience-tagged Q&A library. |
| project_savvly_lumpsum | Models projected milestone payouts for a one-time contribution. |
| project_savvly_monthly | Models projected milestone payouts for recurring monthly contributions. |
| project_retirement_with_savvly | Projects full retirement trajectory with and without Savvly products. |
Before you enable it
An MCP server runs with whatever access you give it. Start with a development account rather than production, and check which tools the server exposes before you let an agent call them unattended.