Pensiata - Bulgarian Pension Fund Analytics

nvasilevv/pensiata-mcp

This server connects Claude to Bulgarian pension fund data across all three pillar II schemes (UPF, PPF, and DPF). You get tools to pull NAV time series, compute performance metrics like Sharpe ratio and CAGR, rank funds within a scheme, and compare against benchmarks including S&P 500, Euro Stoxx 600, and Bulgarian inflation. The compute_metric and rank tools handle the math for you, so you can ask Claude to analyze which funds outperformed over the last five years or compare volatility across managers without writing your own calculations. Useful if you're analyzing Bulgarian retirement accounts or building reports on regional pension performance. Data goes back to 2005 for some funds, all in BGN.

tools: 26
transport: HTTP
last updated: Mar 5, 2026

View on GitHub

Install

From registry metadata

$ npx add-mcp https://mcp.pensiata.me/mcp --name pensiata

Run in your terminal. add-mcp asks which agents to add it to (Claude Code, Codex, Cursor and more). Add -g to install it for every project.

Review the command, arguments and environment values before installing. MCP servers run with your local permissions.

Other ways

Claude Code

$ claude mcp add --transport http pensiata https://mcp.pensiata.me/mcp

Run in your terminal. Add --scope user to make it available in every project.

Tools

Verified live · 26 tools

Verified live against the running server on Nov 6, 2026.

list_managersRetrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested officia...1 params

Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested officia...

Parameters* required

scheme_codevalue

list_fundsList Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/...2 params

List Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/...

Parameters* required

active_onlyboolean

default: true

scheme_codevalue

get_nav_seriesGet official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.6 params

Get official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.

Parameters* required

date_fromvalue

date_tovalue

frequencystring

one of daily · weekly · monthlydefault: daily

fund_idvalue

manager_slugvalue

scheme_codevalue

list_benchmarksList benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.

List benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.

No parameters. Call it with no arguments.

list_metricsList all supported financial metric identifiers for MCP analytics tools.

List all supported financial metric identifiers for MCP analytics tools.

No parameters. Call it with no arguments.

cache_statsReturn MCP cache telemetry for diagnostics and performance debugging.

Return MCP cache telemetry for diagnostics and performance debugging.

No parameters. Call it with no arguments.

get_benchmark_seriesGet historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.4 params

Get historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.

Parameters* required

benchmark_slug*string

date_fromvalue

date_tovalue

frequencystring

one of daily · weekly · monthlydefault: daily

compute_metricCompute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmar...11 params

Compute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmar...

Parameters* required

benchmark_slugvalue

benchmark_target_slugvalue

frequencystring

one of daily · weekly · monthlydefault: daily

fund_idvalue

manager_slugvalue

metric*string

period*value

risk_free_ratevalue

risk_free_slugvalue

scheme_codevalue

windowvalue

rankRank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.11 params

Rank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.

Parameters* required

benchmark_slugvalue

frequencystring

one of daily · weekly · monthlydefault: daily

include_metricsvalue

limitinteger

default: 50

metric*string

offsetinteger

default: 0

orderstring

one of desc · ascdefault: desc

period*value

risk_free_ratevalue

scheme_code*string

one of upf · ppf · dpf

windowvalue

rank_benchmarksRank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.10 params

Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.

Parameters* required

benchmark_slugvalue

frequencystring

one of daily · weekly · monthlydefault: daily

include_metricsvalue

limitinteger

default: 50

metric*string

offsetinteger

default: 0

orderstring

one of desc · ascdefault: desc

period*value

risk_free_ratevalue

windowvalue

simulate_saver_outcomeSimulate saver outcomes with periodic contributions into Bulgarian pension funds. Estimates invested amount, terminal value, and IRR-like performance diagnostics. Data freshness: simulation uses the latest available NAV history in the dataset.6 params

Simulate saver outcomes with periodic contributions into Bulgarian pension funds. Estimates invested amount, terminal value, and IRR-like performance diagnostics. Data freshness: simulation uses the latest available NAV history in the dataset.

Parameters* required

end_datevalue

fund_idvalue

manager_slugvalue

monthly_contribution*number

scheme_code*string

one of upf · ppf · dpf

start_datestring

default: 2005-01-01

get_bulgarian_pension_fund_managersAlias for `list_managers` with explicit Bulgarian pension context for agent discovery.1 params

Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.

Parameters* required

scheme_codevalue

get_bulgarian_pension_fundsAlias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.2 params

Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.

Parameters* required

active_onlyboolean

default: true

scheme_codevalue

get_bulgarian_pension_fund_nav_seriesAlias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.6 params

Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.

Parameters* required

date_fromvalue

date_tovalue

frequencystring

one of daily · weekly · monthlydefault: daily

fund_idvalue

manager_slugvalue

scheme_codevalue

get_bulgarian_pension_benchmarksAlias for `list_benchmarks` with Bulgarian pension comparison context.

Alias for `list_benchmarks` with Bulgarian pension comparison context.

No parameters. Call it with no arguments.

get_bulgarian_pension_metrics_catalogAlias for `list_metrics` so agents can semantically find available pension metrics.

Alias for `list_metrics` so agents can semantically find available pension metrics.

No parameters. Call it with no arguments.

get_bulgarian_pension_benchmark_seriesAlias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.4 params

Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.

Parameters* required

benchmark_slug*string

date_fromvalue

date_tovalue

frequencystring

one of daily · weekly · monthlydefault: daily

get_bulgarian_pension_fund_metricAlias for `compute_metric` with explicit Bulgarian pension metric intent.11 params

Alias for `compute_metric` with explicit Bulgarian pension metric intent.

Parameters* required

benchmark_slugvalue

benchmark_target_slugvalue

frequencystring

one of daily · weekly · monthlydefault: daily

fund_idvalue

manager_slugvalue

metric*string

period*value

risk_free_ratevalue

risk_free_slugvalue

scheme_codevalue

windowvalue

rank_bulgarian_pension_funds_by_metricAlias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.11 params

Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.

Parameters* required

benchmark_slugvalue

frequencystring

one of daily · weekly · monthlydefault: daily

include_metricsvalue

limitinteger

default: 50

metric*string

offsetinteger

default: 0

orderstring

one of desc · ascdefault: desc

period*value

risk_free_ratevalue

scheme_code*string

one of upf · ppf · dpf

windowvalue

rank_bulgarian_pension_benchmarks_by_metricAlias for `rank_benchmarks` for semantically rich benchmark ranking discovery.11 params

Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.

Parameters* required

benchmark_slugvalue

frequencystring

one of daily · weekly · monthlydefault: daily

include_metricsvalue

limitinteger

default: 50

metric*string

offsetinteger

default: 0

orderstring

one of desc · ascdefault: desc

period*value

risk_free_ratevalue

scheme_codestring

one of upf · ppf · dpfdefault: upf

windowvalue

simulate_bulgarian_pension_saver_outcomeAlias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.5 params

Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.

Parameters* required

date_fromvalue

end_datevalue

manager_slugvalue

monthly_amountnumber

default: 200

scheme_codestring

one of upf · ppf · dpfdefault: upf

list_holdings_reportsList available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings). Use this tool to discover what...4 params

List available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings). Use this tool to discover what...

Parameters* required

date_fromvalue

date_tovalue

fund_typevalue

manager_slugvalue

get_holdings_reports_indexGet a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with `read_holdings...4 params

Get a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with `read_holdings...

Parameters* required

date_fromvalue

date_tovalue

fund_typevalue

manager_slugvalue

read_holdings_reportRead a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values,...4 params

Read a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values,...

Parameters* required

date*string

Report date in YYYY-MM-DD format

fund_type*string

Fund type code (e.g., 'upf', 'ppf', 'dpf')

manager_slug*string

Manager identifier (e.g., 'dskrodina', 'allianz', 'doverie')

summary_onlyboolean

If True, return only parsed metadata (allocation, exposure, top holdings)default: false

get_pension_legal_frameworkReturn the full text of Bulgarian pension legal documents.1 params

Return the full text of Bulgarian pension legal documents.

Parameters* required

documentvalue

Optional filter – "ordinance_9", "ordinance_33", or "kso". If omitted, returns all available documents.

search_pension_lawSearch across Bulgarian pension legal framework documents.3 params

Search across Bulgarian pension legal framework documents.

Parameters* required

documentvalue

Optional filter to search only one document.

max_resultsinteger

Maximum number of matching sections to return (default 10).default: 10

query*string

Search term (e.g., "чл. 175", "equity limits", "инвестиционни ограничения").

Readme

Pensiata MCP Server

A Model Context Protocol server providing analytics for Bulgarian pension funds — covering all three pillar II schemes (UPF, PPF, DPF).

Hosted at: https://mcp.pensiata.me/mcp (streamable HTTP transport)

Connect

Add to your MCP client configuration:

{
  "mcpServers": {
    "pensiata": {
      "type": "streamable-http",
      "url": "https://mcp.pensiata.me/mcp"
    }
  }
}

No API key required.

Tools

`list_managers`

List pension fund management companies with AUM and supported schemes.

Parameter	Type	Description
`scheme_code`	`upf` \| `ppf` \| `dpf` (optional)	Filter by scheme

`list_funds`

List individual funds with metadata.

Parameter	Type	Description
`scheme_code`	`upf` \| `ppf` \| `dpf` (optional)	Filter by scheme
`active_only`	bool (default: `true`)	Only active funds

`get_nav_series`

Retrieve NAV (Net Asset Value) time series for one or more funds.

View the full README on GitHub

Details

Repository: github.com/nvasilevv/pensiata-mcp
Website: pensiata.me
Categories: Monitoring & Observability, Data & Analytics
Transport: HTTP
Registry: MCP registry, active
Tools verified: Nov 6, 2026

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