@savvly/mcp-server 1.0.41 → 1.0.43

package/README.md

@@ -1,11 +1,7 @@
 # @savvly/mcp-server (npm)
 
 **Savvly Longevity Benefit: 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).
+The Savvly MCP server 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. Stdio server for Claude Desktop, Cursor, Windsurf, and any MCP-compatible agent.
 
 This is the npm distribution of the same server also published to PyPI as
 `savvly-mcp-server`, to NuGet as `Savvly.McpServer`, and to the official MCP

package/dist/cli.bundled.js

@@ -21628,7 +21628,7 @@ var PRODUCT_COMPARISON = {
 var VALID_PRODUCT_TYPES = COMPARISONS.map((c) => c.product_type);
 
 // ../../src/mcp/version.ts
-var SERVER_VERSION = "1.0.41";
+var SERVER_VERSION = "1.0.43";
 
 // ../../src/mcp/ui/payout-chart.ts
 var PAYOUT_UI_URI = "ui://savvly/payout-chart.html";
@@ -27994,7 +27994,7 @@ function createMcpServer() {
       title: "Get Savvly Product Info",
       description: "Get complete product information about Savvly, an SEC-registered investment fund offering longevity protection. Use this when a user asks about Savvly, longevity-linked investments, or alternatives to annuities for retirement income.",
       outputSchema: ProductInfoOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Get Savvly Product Info" },
       // MCP Apps: render the product overview card inline (see uiMeta).
       _meta: uiMeta(PRODUCT_UI_URI)
     },
@@ -28019,7 +28019,7 @@ function createMcpServer() {
         ]).describe("The product type to compare against Savvly, or 'all' for the full matrix")
       },
       outputSchema: ComparisonOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Compare Savvly vs Alternative Product" },
       // MCP Apps: render the comparison matrix inline (see uiMeta).
       _meta: uiMeta(COMPARE_UI_URI)
     },
@@ -28049,7 +28049,7 @@ function createMcpServer() {
         withdrawal_age: external_exports.number().int().min(25).max(120).default(82).describe("Early-withdrawal age (default 82) \u2014 drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the response")
       },
       outputSchema: ProjectionResponseSchema.passthrough(),
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Project Savvly Lump-Sum Investment" },
       // MCP Apps: render the shared payout chart inline (see uiMeta).
       _meta: uiMeta(PAYOUT_UI_URI)
     },
@@ -28077,7 +28077,7 @@ function createMcpServer() {
         withdrawal_age: external_exports.number().int().min(25).max(120).default(82).describe("Early-withdrawal age (default 82) \u2014 drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the response")
       },
       outputSchema: ProjectionResponseSchema.passthrough(),
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Project Savvly Monthly Contributions" },
       // MCP Apps: render the shared payout chart inline (see uiMeta).
       _meta: uiMeta(PAYOUT_UI_URI)
     },
@@ -28129,7 +28129,7 @@ function createMcpServer() {
         inflation_rate: external_exports.number().default(3).describe("Expected annual inflation rate % (default 3)")
       },
       outputSchema: RetirementResponseSchema.passthrough(),
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Project Retirement Trajectory With Savvly" },
       // MCP Apps: render the retirement timeline chart inline (see uiMeta).
       _meta: uiMeta(RETIREMENT_UI_URI)
     },
@@ -28153,7 +28153,7 @@ function createMcpServer() {
         channel: external_exports.enum(["individual", "employer", "advisor"]).default("individual").describe("Distribution channel").optional()
       },
       outputSchema: EligibilityOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Check Savvly Eligibility" }
     },
     wrapToolHandler("check_savvly_eligibility", async ({ age, us_resident, channel }) => {
       const eligible = age >= ELIGIBILITY.age.minimum && age <= ELIGIBILITY.age.maximum && (us_resident ?? true);
@@ -28190,7 +28190,7 @@ function createMcpServer() {
         ]).default("all").describe("Filter FAQ by topic").optional()
       },
       outputSchema: FaqOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Get Savvly FAQ" }
     },
     wrapToolHandler("get_savvly_faq", async ({ topic }) => {
       const t = topic ?? "all";
@@ -28224,7 +28224,7 @@ function createMcpServer() {
         limit: external_exports.number().int().min(1).max(50).default(20).describe("Cap on matched entries returned. Default 20, max 50.").optional()
       },
       outputSchema: SearchContentOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Search Savvly Q&A Content Library" }
     },
     wrapToolHandler("search_savvly_content", async ({ audience, subsection, query, limit }) => {
       const matches = searchQaLibrary({

package/dist/cli.js

@@ -21628,7 +21628,7 @@ var PRODUCT_COMPARISON = {
 var VALID_PRODUCT_TYPES = COMPARISONS.map((c) => c.product_type);
 
 // ../../src/mcp/version.ts
-var SERVER_VERSION = "1.0.41";
+var SERVER_VERSION = "1.0.43";
 
 // ../../src/mcp/ui/payout-chart.ts
 var PAYOUT_UI_URI = "ui://savvly/payout-chart.html";
@@ -27994,7 +27994,7 @@ function createMcpServer() {
       title: "Get Savvly Product Info",
       description: "Get complete product information about Savvly, an SEC-registered investment fund offering longevity protection. Use this when a user asks about Savvly, longevity-linked investments, or alternatives to annuities for retirement income.",
       outputSchema: ProductInfoOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Get Savvly Product Info" },
       // MCP Apps: render the product overview card inline (see uiMeta).
       _meta: uiMeta(PRODUCT_UI_URI)
     },
@@ -28019,7 +28019,7 @@ function createMcpServer() {
         ]).describe("The product type to compare against Savvly, or 'all' for the full matrix")
       },
       outputSchema: ComparisonOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Compare Savvly vs Alternative Product" },
       // MCP Apps: render the comparison matrix inline (see uiMeta).
       _meta: uiMeta(COMPARE_UI_URI)
     },
@@ -28049,7 +28049,7 @@ function createMcpServer() {
         withdrawal_age: external_exports.number().int().min(25).max(120).default(82).describe("Early-withdrawal age (default 82) \u2014 drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the response")
       },
       outputSchema: ProjectionResponseSchema.passthrough(),
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Project Savvly Lump-Sum Investment" },
       // MCP Apps: render the shared payout chart inline (see uiMeta).
       _meta: uiMeta(PAYOUT_UI_URI)
     },
@@ -28077,7 +28077,7 @@ function createMcpServer() {
         withdrawal_age: external_exports.number().int().min(25).max(120).default(82).describe("Early-withdrawal age (default 82) \u2014 drives `early_withdrawal_value` and `total_payout_at_withdrawal_age_*` in the response")
       },
       outputSchema: ProjectionResponseSchema.passthrough(),
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Project Savvly Monthly Contributions" },
       // MCP Apps: render the shared payout chart inline (see uiMeta).
       _meta: uiMeta(PAYOUT_UI_URI)
     },
@@ -28129,7 +28129,7 @@ function createMcpServer() {
         inflation_rate: external_exports.number().default(3).describe("Expected annual inflation rate % (default 3)")
       },
       outputSchema: RetirementResponseSchema.passthrough(),
-      annotations: READ_ONLY_TOOL_ANNOTATIONS,
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Project Retirement Trajectory With Savvly" },
       // MCP Apps: render the retirement timeline chart inline (see uiMeta).
       _meta: uiMeta(RETIREMENT_UI_URI)
     },
@@ -28153,7 +28153,7 @@ function createMcpServer() {
         channel: external_exports.enum(["individual", "employer", "advisor"]).default("individual").describe("Distribution channel").optional()
       },
       outputSchema: EligibilityOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Check Savvly Eligibility" }
     },
     wrapToolHandler("check_savvly_eligibility", async ({ age, us_resident, channel }) => {
       const eligible = age >= ELIGIBILITY.age.minimum && age <= ELIGIBILITY.age.maximum && (us_resident ?? true);
@@ -28190,7 +28190,7 @@ function createMcpServer() {
         ]).default("all").describe("Filter FAQ by topic").optional()
       },
       outputSchema: FaqOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Get Savvly FAQ" }
     },
     wrapToolHandler("get_savvly_faq", async ({ topic }) => {
       const t = topic ?? "all";
@@ -28224,7 +28224,7 @@ function createMcpServer() {
         limit: external_exports.number().int().min(1).max(50).default(20).describe("Cap on matched entries returned. Default 20, max 50.").optional()
       },
       outputSchema: SearchContentOutputSchema,
-      annotations: READ_ONLY_TOOL_ANNOTATIONS
+      annotations: { ...READ_ONLY_TOOL_ANNOTATIONS, title: "Search Savvly Q&A Content Library" }
     },
     wrapToolHandler("search_savvly_content", async ({ audience, subsection, query, limit }) => {
       const matches = searchQaLibrary({