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.

Project links

Key dates

PyPI data
Data sourced directly from PyPI's database.
  • Released:
Latest release

1 maintainer

PyPI data
Data sourced directly from PyPI's database.
Avatar for brian_savvly.com from gravatar.com brian_savvly.com

Credits

Author: Savvly

License expression

Apache-2.0
View SPDX License List

Requires

Python >=3.10

Provides Extra

dev

Tags

ai-agent longevity mcp model-context-protocol retirement savvly

Classifiers

Report project as malware

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The following attestation bundles were made for savvly_mcp_server-1.0.93-py3-none-any.whl:

Publisher: publish-mcp-server.yml on Savvly/savvly-public-api

Attestations: Values shown here reflect the state when the release was signed and may no longer be current.

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