# savvly (slim)

> savvly, an MCP server by savvly.com, listed from the official MCP registry. Indexed, not reviewed: facts and our own checks, no score or ranking. Savvly MCP: query fund data, model projections, and compare against alternative retirement products.

- Full: https://www.anchorterminal.com/tools/savvly.md (~1,200 tokens) · this version ~1,130 tokens · JSON https://www.anchorterminal.com/tools/savvly.json · canonical https://www.anchorterminal.com/tools/savvly
- Index: https://www.anchorterminal.com/llms.txt · API: https://www.anchorterminal.com/api/v1/index.json · Updated: 2026-10-05

# savvly

> Indexed, not reviewed: facts from the official MCP registry and our own checks. No score, grade or rank, and not in the rankings until the panel reviews it. How the index works: https://www.anchorterminal.com/indexed/

- Kind: MCP server, by savvly.com (https://savvly.com)
- Listed because: It's published in the registry under savvly.com, a namespace the registry only gives to whoever proves they control that domain.
- What the official MCP registry says: Savvly MCP: query fund data, model projections, and compare against alternative retirement products.

## Facts

- MCP registry: `com.savvly/savvly` 1.0.93
- Endpoint: https://api.savvly.com/mcp (streamable HTTP)
- Package: npm `@savvly/mcp-server` (stdio)
- Package: pypi `savvly-mcp-server` (stdio)
- Package: nuget `Savvly.McpServer` (stdio)
- Package: oci `ghcr.io/savvly/savvly-mcp-server:1.0.93` (stdio)
- Package: mcpb `https://github.com/Savvly/savvly-mcp/releases/download/v1.0.93/savvly-mcp-server.mcpb` (stdio)
- Source: https://github.com/Savvly/savvly-mcp
- Website: https://savvly.com
- npm downloads a week: 104
- GitHub stars: 2
- Registry entry updated: 2026-09-09

## Tools

- Tools it lists (8, about 19,714 tokens of context, `tools/list` without credentials over MCP 2025-11-25, checked 2026-10-04 22:23 UTC):
  - `get_savvly_product_info` (read-only): Get complete product information about Savvly, an SEC-registered security offering longevity protection — use it whenever the user asks what Savvly is, how it…
  - `compare_savvly_vs_alternative` (read-only): Get a structured comparison between Savvly and another retirement product type — use it whenever the user compares Savvly to annuities, target-date funds,…
  - `project_savvly_lumpsum` (read-only): 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…
  - `project_savvly_monthly` (read-only): 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…
  - `project_retirement_with_savvly` (read-only): Full retirement simulation showing the projected savings trajectory WITH and WITHOUT a Savvly allocation across the planning horizon (current_age →…
  - `check_savvly_eligibility` (read-only): 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…
  - `get_savvly_faq` (read-only): Get answers to frequently asked questions about Savvly. Use when the user has specific questions about how Savvly works, expenses, withdrawals, or regulatory…
  - `search_savvly_content` (read-only): Search the Savvly Q&A Content Library — audience-tagged questions and answers compiled from Savvly's marketing collateral plus the factual FAQ, organized by…
- How its tools read to an agent (0 errors, 9 warnings, 0 notes, about 19,714 tokens; rules at https://www.anchorterminal.com/check.md; not part of the score):
  - warn TC07 project_retirement_with_savvly: the description is about 627 tokens
  - warn TC07 project_savvly_lumpsum: the description is about 888 tokens
  - warn TC07 project_savvly_monthly: the description is about 944 tokens
  - warn TC21 project_savvly_lumpsum: described almost the same as project_savvly_monthly (89% of the same words)
  - warn TC22 compare_savvly_vs_alternative: the definition is about 3,734 tokens
  - warn TC22 project_retirement_with_savvly: the definition is about 3,647 tokens
  - warn TC22 project_savvly_lumpsum: the definition is about 4,309 tokens
  - warn TC22 project_savvly_monthly: the definition is about 4,496 tokens
  - warn TC23 server: 8 tools, about 19,564 tokens of definitions

- JSON: https://www.anchorterminal.com/api/v1/tools/savvly.json
- Being indexed says nothing about quality, and nobody can pay for it. Ask for a review: https://www.anchorterminal.com/builders/#claiming