savvly-mcp-server 1.0.25

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

savvly-mcp-server (PyPI)

Savvly Longevity Benefit Fund: product, comparisons, eligibility, and retirement projections. Stdio MCP server that gives Claude Desktop, Cursor, Windsurf, and other MCP-compatible AI agents access to Savvly product info, eligibility checks, Savvly-vs-alternative comparisons, an audience-tagged Q&A library, and retirement / lump-sum / monthly projections (with inline MCP Apps chart widgets).

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

Configuration

Env var	Default	Purpose
ADVISOR_FUNCTIONS_URL	https://savvly-estimator.azurewebsites.net	Projection backend.
ADVISOR_FUNCTIONS_TIMEOUT_MS	15000	Upstream request timeout.

Projection tools call Savvly's hosted estimator; the product/comparison/FAQ/Q&A content is bundled in the package and served offline.

License

Apache-2.0.