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MCP server CX Codex

savvly — Claude Code MCP server: what it does, how to install

MCP server for modeling Savvly 80+ longevity fund projections, evaluating eligibility, and benchmarking against conventional retirement options.

Install into Claude Code · Platform CLI: remote server All methods and platforms ↓
claude mcp add --transport http savvly https://api.savvly.com/mcp
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What savvly does

The server connects AI assistants with the SEC-registered Savvly 80+ fund structure. It aggregates pooled investor capital into an S&P 500 ETF, then disburses milestone distributions to surviving participants who turn 80, 85, 90, or 95.

Built-in tools calculate retirement trajectories for recurring deposits or initial single payments. Functions like compare_savvly_vs_alternative benchmark returns against annuities or target-date portfolios, while compatible clients can render graphic charts via MCP Apps.

You do not need credentials or account tokens to query the tools. Connecting to the hosted URL at https://api.savvly.com/mcp logs anonymized tool inputs through AgentCat with sensitive identifiers stripped out, whereas running npx @savvly/mcp-server locally transmits no telemetry.

What it helps with

  • project returns for single or monthly contributions
  • benchmark longevity fund performance against annuities
  • verify investor qualification by age and residency
  • simulate comparative retirement outcomes with and without the fund

Example prompts for the agent

  • Calculate expected milestone distributions for a $10,000 upfront deposit
  • Run compare_savvly_vs_alternative to weigh fund benefits against an annuity
  • Check if a 50-year-old US resident meets eligibility requirements

How to install savvly

1Platform CLI: remote server

claude mcp add --transport http savvly https://api.savvly.com/mcp

2Platform CLI

claude mcp add savvly -- npx -y @savvly/mcp-server

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more

Questions about savvly

How to install savvly in Claude Code?

Register the remote endpoint with a single command: claude mcp add --transport http savvly https://api.savvly.com/mcp.

What does the savvly server do?

It supplies fund metrics, simulates late-life capital growth, and compares Savvly 80+ scenarios with conventional retirement instruments.

Does savvly require an API key?

No credentials or accounts are required. The endpoint is public and ready to process scenario calculations immediately.

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