# savvly

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

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 3
- Author: Savvly
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/Savvly/savvly-mcp
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/savvly

## What it 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.

## Requirements
- Needs: Node.js (commands run via npx)
- Remote server: `https://api.savvly.com/mcp`

## Install

### Claude Code (native platform)

1. **Platform CLI: remote server**
```bash
claude mcp add --transport http savvly https://api.savvly.com/mcp
```

2. **Platform CLI**
```bash
claude mcp add savvly -- npx -y @savvly/mcp-server
```

### Codex

1. **Platform CLI: remote server**
```bash
codex mcp add savvly --url https://api.savvly.com/mcp
```

2. **Platform CLI**
```bash
codex mcp add savvly -- npx -y @savvly/mcp-server
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "savvly": {
            "url": "https://api.savvly.com/mcp"
        }
    }
}
```
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "savvly": {
            "command": "npx",
            "args": [
                "-y",
                "@savvly/mcp-server"
            ]
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "savvly": {
            "type": "http",
            "url": "https://api.savvly.com/mcp"
        }
    }
}
```
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "savvly": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@savvly/mcp-server"
            ]
        }
    }
}
```

### Gemini CLI

1. **Platform CLI: remote server**
```bash
gemini mcp add -t http savvly https://api.savvly.com/mcp
```

2. **Platform CLI**
```bash
gemini mcp add savvly npx -y @savvly/mcp-server
```

## When to use it
- 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
- 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

## Similar
- [World Monitor](https://affpapa.org/en/nevibecode/mcp/world-monitor.md) — MCP server · ★ 89609
- [CCXT](https://affpapa.org/en/nevibecode/mcp/ccxt.md) — MCP server · ★ 44591
- [Finance Toolkit](https://affpapa.org/en/nevibecode/mcp/finance-toolkit.md) — MCP server · ★ 5469
- [EdgarTools](https://affpapa.org/en/nevibecode/mcp/edgartools.md) — MCP server · ★ 2817
- [LetsFG — Flights & Hotels](https://affpapa.org/en/nevibecode/mcp/letsfg-flights-hotels.md) — MCP server · ★ 2197
- [AutoTS](https://affpapa.org/en/nevibecode/mcp/autots.md) — MCP server · ★ 1434

---
NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md