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savvly

Get Savvly Product Info

get_savvly_product_info
Read-onlyIdempotent

Get complete product information about Savvly, an SEC-registered security offering longevity protection — use it whenever the user asks what Savvly is, how it works, its expenses, eligibility, or payouts, or wants an overview. Pass section to focus the answer (default 'all'). It renders an interactive product overview card the user expects to see. These facts come from Savvly's own current records; the response includes primary sources (e.g. SEC filings) for reference.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
sectionNoWhich part of the product profile to focus the text on — one of 'all', 'overview', 'regulatory', 'investment', 'expenses', 'payouts', 'tax', 'distribution' (default 'all'). The full overview card always renders regardless.all

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesProduct name (e.g. 'Savvly Longevity Benefit').
linksNoRelevant URLs (website, disclosures, etc.).
companyNoIssuer / advisor entity information.
taglineNoShort marketing tagline.
categoryYesProduct category slug, e.g. 'longevity_benefit_fund'.
channelsNoDistribution channels through which Savvly is offered.
expensesNoExpense structure in basis points (common vs tracking shares) and the blended range; illustrations are net of expenses.
investmentNoHow contributions are invested: underlying assets (S&P 500 ETF), asset managers, minimum/maximum monthly and lump-sum amounts, market participation.
next_stepsNoSuggested next actions for an interested investor.
regulatoryNoRegulatory status: SEC registration, Investment Company Act of 1940, advisor, custodian, and is_insurance/is_annuity flags.
descriptionNoLong-form product description.
disclaimersNoSEC-style disclaimers and required legal language.
portabilityNoWhether the position is portable.
tax_treatmentNoTax treatment of payouts and contributions.
longevity_poolNoHow the longevity pool works — exited participants' unused shares may be allocated to remaining participants.
payout_scheduleNoMilestone payout schedule at ages 80/85/90/95.
early_withdrawalNoEarly-withdrawal / surrender terms and the value returned to the estate.
portability_noteNoDetail on portability.
illustrative_payoutNoOne worked example of what the schedule pays: the modeled payout RANGE at each milestone age for a single fixed allocation, so the percentages above have dollar figures beside them. Fixed inputs, identical for every caller — hypothetical, not a quote, and not tailored to the user. For the user's own age and amount, call `project_savvly_lumpsum`.
positioning_statementNoOne-sentence positioning — what Savvly is and is NOT (not insurance, not an annuity).

TDQS

A4.1/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnly and idempotent, but the description adds behavioral context beyond that: it renders an interactive card, sources facts from Savvly's records, and includes primary sources like SEC filings. This helps the agent set user expectations and understand data provenance.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is moderately long but well-structured: it leads with the core purpose, then usage guidance, then parameter behavior, then data source. It avoids waste but repeats the 'pass section' instruction already in the schema. Still, it earns its sentences with useful context.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given a single optional parameter, a rich description, and an existing output schema (so return format need not be spelled out), the description covers the essentials: what the tool does, when to use it, how to focus responses, and what data sources are referenced. No critical information is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with a detailed description of the `section` parameter (enum, default, explanation). The tool description adds only a minor note about focusing the answer, which is already implied in the schema. No significant additional semantics beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a clear, specific purpose: 'Get complete product information about Savvly' and lists concrete user intents (what Savvly is, how it works, expenses, eligibility, payouts, overview). This distinguishes it from sibling tools like check_savvly_eligibility or get_savvly_faq, which have narrower scopes.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly states when to use it ('whenever the user asks what Savvly is, how it works... or wants an overview'), giving clear positive triggers. However, it does not explicitly mention when NOT to use it or name alternative tools, though the triggers are specific enough to avoid major confusion.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.2/5.0
Disambiguation4/5

The three projection tools (project_retirement_with_savvly, project_savvly_lumpsum, project_savvly_monthly) share a scenario-based boundary that is reasonably clear but has some overlap — the full retirement simulation could conceptually subsume the lump-sum and monthly scenarios. The FAQ tool explicitly documents its overlap with search_savvly_content, which mitigates confusion. The eligibility, product info, and comparison tools are clearly distinct.

Naming Consistency5/5

Every tool follows a clean verb_savvly_noun convention in snake_case: check, compare, get, get, project, project, project, search. The pattern is perfectly predictable across the set, with the three projection tools sharing the 'project' verb and differing only in their object (retirement_with_savvly, savvly_lumpsum, savvly_monthly).

Tool Count5/5

Eight tools is well within the ideal 3-15 range and is appropriately scoped for a retirement advisory server. Each tool earns its place: eligibility checks, product info, FAQ, content search, comparison, and three distinct projection modes cover the server's stated purpose without redundancy bloat.

Completeness4/5

The tool surface covers the full advisory lifecycle well: eligibility screening, product overview, FAQ, content search, competitive comparison, and three projection scenarios (full retirement, lump-sum, monthly). Minor gaps exist — there is no enrollment/purchase tool or a standalone pricing/quote tool — but these are arguably outside an information-advisory scope, so agents can complete core workflows without dead ends.