PensionPro
Connects your AI assistant to PensionPro's REST API for pension plan administration workflows. You get search and lookup across plans, clients, and contacts, plus full project and task management including completion status, reassignment, and template-based project creation. The to-do and notes tools let you create and track action items across entities. It also bundles searchable API documentation and PensionPro help articles directly into the context. Requires a PensionPro API key and runs via stdio. Useful if you're managing pension administration workflows and want conversational access to plan details, project status, and task queues without switching to the web interface.
- tools
- 26
- auth
- Secret needed
- transport
- STDIO
- env vars
- 2
- last updated
- Apr 5, 2026
Tools
26 toolsPublic tool metadata for what this MCP can expose to an agent.
search_plansSearch and filter plans by name, status, type, or client
Search and filter plans by name, status, type, or client
No parameter schema in public metadata yet.
get_plan_detailsGet plan with contacts, cycles, services, investments, fees
Get plan with contacts, cycles, services, investments, fees
No parameter schema in public metadata yet.
get_plan_projectsGet projects for a plan with task completion summaries
Get projects for a plan with task completion summaries
No parameter schema in public metadata yet.
search_projectsSearch and filter projects by status, type, or plan
Search and filter projects by status, type, or plan
No parameter schema in public metadata yet.
get_project_detailsGet project with task groups, tasks, participants, notes, and files
Get project with task groups, tasks, participants, notes, and files
No parameter schema in public metadata yet.
get_task_detailsGet a single task with state, assignment, and notes
Get a single task with state, assignment, and notes
No parameter schema in public metadata yet.
complete_taskMark a task as complete
Mark a task as complete
No parameter schema in public metadata yet.
uncomplete_taskRevert a task to incomplete
Revert a task to incomplete
No parameter schema in public metadata yet.
reassign_taskReassign a task to a different employee
Reassign a task to a different employee
No parameter schema in public metadata yet.
create_project_from_templateCreate a new project from a template
Create a new project from a template
No parameter schema in public metadata yet.
search_clientsSearch and filter clients by company name
Search and filter clients by company name
No parameter schema in public metadata yet.
get_client_detailsGet client with plans and notes
Get client with plans and notes
No parameter schema in public metadata yet.
search_contactsSearch and filter contacts by name or client
Search and filter contacts by name or client
No parameter schema in public metadata yet.
search_todosSearch and filter to-dos
Search and filter to-dos
No parameter schema in public metadata yet.
get_todoGet a to-do with its comments
Get a to-do with its comments
No parameter schema in public metadata yet.
create_todoCreate a new to-do linked to an entity
Create a new to-do linked to an entity
No parameter schema in public metadata yet.
update_todoUpdate a to-do's details
Update a to-do's details
No parameter schema in public metadata yet.
add_noteAdd a note to a plan, project, task, or contact
Add a note to a plan, project, task, or contact
No parameter schema in public metadata yet.
get_notesGet notes for an entity
Get notes for an entity
No parameter schema in public metadata yet.
search_api_pathsSearch PensionPro API endpoints by keyword
Search PensionPro API endpoints by keyword
No parameter schema in public metadata yet.
get_api_endpointGet full details for a specific API endpoint
Get full details for a specific API endpoint
No parameter schema in public metadata yet.
search_api_schemasSearch API data models/schemas by keyword
Search API data models/schemas by keyword
No parameter schema in public metadata yet.
get_api_schemaGet the full definition of an API data model
Get the full definition of an API data model
No parameter schema in public metadata yet.
search_help_articlesSearch PensionPro help center articles by keyword
Search PensionPro help center articles by keyword
No parameter schema in public metadata yet.
get_help_articleGet the full content of a help article
Get the full content of a help article
No parameter schema in public metadata yet.
list_help_sectionsList available help sections with article counts
List available help sections with article counts
No parameter schema in public metadata yet.
Sponsors
Agent CaffeineSponsoredClose your lid, come back to finished work
SnugSponsoredThe clipboard manager for the AI eraPromote your product hereReach 125k+ visitors monthly
WaxSponsoredBlock anything with supervision, without erasing your iPhonePromote your product hereReach 125k+ visitors monthly
knobsSponsoredSee your site on any phone, any day, in any languageConfiguration
PENSION_PRO_API_KEY*secretYour PensionPro API key
PENSION_PRO_USERNAME*Your PensionPro username
Readme
PensionPro MCP Server
A local, open-source MCP server that provides AI assistants with tools to interact with the PensionPro REST API.
Features
- Plan Lookup & Search — Search plans by name, status, type, or client. Get comprehensive plan details with contacts, cycles, and fee schedules.
- Project & Task Workflow — Search projects, view task details, complete/uncomplete tasks, reassign tasks, and create projects from templates.
- Client & Contact Lookup — Search clients and contacts, view client details with associated plans.
- To-Do Management — Search, create, and update to-dos linked to plans, projects, or contacts.
- Notes — Add and retrieve notes on plans, projects, tasks, and contacts.
Prerequisites
- Python 3.12+
- A PensionPro API key and username
Installation
Install from PyPI:
pip install pension-pro-mcp
Or run directly with uvx (no install required):
uvx pension-pro-mcp
Configuration
Set the following environment variables:
Details
- Repository
- github.com/douglaslinsmeyer/pension-pro-mcp
- Package
pension-pro-mcp- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active