Savvly (Preview)
Explore Savvly MCP: retirement projections, eligibility, comparisons, and FAQs for the Savvly Longevity Benefit, an SEC-registered fund that pairs full market upside with later-life longevity payouts.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Savvly |
| URL | https://savvly.com |
| brian@savvly.com |
| Connector Metadata | |
|---|---|
| Publisher | Savvly |
| Website | https://savvly.com |
| Privacy policy | https://www.savvly.com/privacy-policy |
| Categories | Finance |
Savvly
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.
Prerequisites
None beyond the published credential below. There is nothing to request and no account to create.
Credentials
This connector authenticates with HTTP Basic over TLS against
https://api.savvly.com/auth/mcp, using a single
credential that Savvly publishes openly:
| Field | Value |
|---|---|
| Username | savvly |
| Password | savvly |
Enter both when you create the connection. Power Platform stores them as secure strings and they are never written into the connector definition.
Why the credential is public
Savvly's MCP content is entirely public. Every tool returns published product
information, illustrative projections computed from public assumptions, and FAQ
content — there is no customer data, no account data, and nothing private behind
this endpoint. The identical tool surface is served with no authentication at all at
https://api.savvly.com/mcp, which is what other MCP clients use.
Microsoft certification requires a certified MCP server to support an approved
authentication method and will not certify an anonymous endpoint. This endpoint
therefore enforces Basic authentication genuinely — a missing or wrong credential is
rejected with 401 — but because it guards nothing confidential, withholding the
credential would add friction without adding protection. Publishing it keeps the
connector self-service while still satisfying the requirement.
The endpoint is rate limited independently of authentication, so the published credential does not imply unbounded use.
Get started with your connector
Add the connector as a tool in your agent, then ask a Savvly question in natural language. The agent discovers the available tools over the Model Context Protocol and calls the right one.
| Tool | What it returns |
|---|---|
get_savvly_product_info |
Complete product information about Savvly Longevity Benefit. |
compare_savvly_vs_alternative |
Structured comparison of Savvly against another retirement product (annuities, target-date funds, managed-payout funds, and more). |
project_savvly_lumpsum |
Milestone payout projection (ages 80/85/90/95) for a lump-sum Savvly investment versus market alone. |
project_savvly_monthly |
Milestone payout projection for recurring monthly Savvly contributions versus market alone. |
project_retirement_with_savvly |
Full retirement simulation with and without a Savvly allocation across the planning horizon. |
check_savvly_eligibility |
Check eligibility to invest in Savvly (age 18–75, US residency, distribution channel). |
get_savvly_faq |
Answers to common questions about how Savvly works, fees, withdrawals, and regulatory status. |
search_savvly_content |
Search audience-tagged Q&A content by stakeholder (employee, advisor, broker, employer, universal, general) and section. |
Known issues and limitations
- Projections are illustrative and are not guarantees of future performance. Every response carries Savvly's disclosure text; display it with the results.
- The connector is read-only. It cannot open accounts, move money, enroll an investor, or change any record.
- Eligibility is limited to United States residents aged 18 to 75.
- Full disclosures: https://www.savvly.com/disclosures
Common errors and remedies
| Symptom | Remedy |
|---|---|
| The agent reports that no tools were found | Confirm the connector host is api.savvly.com and that the operation keeps x-ms-agentic-protocol: mcp-streamable-1.0. |
401 Unauthorized |
The connection's username or password does not match the published credential above. Recreate the connection using those exact values. |
| A projection returns a validation error | Check that age, amount, and horizon are within the documented ranges; the tool response names the offending field. |
FAQ
Does this connector need a connection credential?
Yes, but it is published above — savvly / savvly.
Certification requires an approved authentication method, so the connector uses the
Basic-authenticated endpoint rather than Savvly's fully public one. The credential
guards no private data; see "Why the credential is public".
Where does the data come from?
Savvly's own current product records and projection engine, served from
https://api.savvly.com/auth/mcp. Source documents
are cited in the responses.
Support
Documentation: https://github.com/Savvly/savvly-mcp Contact: brian@savvly.com
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| Username | securestring | The username for your Savvly MCP access credentials. | True |
| Password | securestring | The password for your Savvly MCP access credentials. | True |
Actions
| Savvly MCP server |
Runs Savvly MCP tools: compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios for the Savvly Longevity Benefit, an SEC-registered fund that pairs full market upside with later-life longevity payouts. |
Savvly MCP server
Runs Savvly MCP tools: compare retirement alternatives, check eligibility, and model lump-sum, monthly-contribution, and full-retirement scenarios for the Savvly Longevity Benefit, an SEC-registered fund that pairs full market upside with later-life longevity payouts.
Returns
The Savvly MCP server response payload.
- response
- string
Definitions
string
This is the basic data type 'string'.