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MCP server for the PensionPro pension administration REST API.
About
MCP server for the PensionPro pension administration REST API.
Security Report
Valid MCP server (1 strong, 3 medium validity signals). 3 known CVEs in dependencies (0 critical, 3 high severity) Package registry verified. Imported from the Official MCP Registry.
4 files analyzed · 4 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
What You'll Need
Set these up before or after installing:
Environment variable: PENSION_PRO_API_KEY
Environment variable: PENSION_PRO_USERNAME
How to Install
Add this to your MCP configuration file:
{
"mcpServers": {
"io-github-douglaslinsmeyer-pension-pro-mcp": {
"env": {
"PENSION_PRO_API_KEY": "your-pension-pro-api-key-here",
"PENSION_PRO_USERNAME": "your-pension-pro-username-here"
},
"args": [
"pension-pro-mcp"
],
"command": "uvx"
}
}
}Documentation
View on GitHubFrom the project's GitHub 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:
export PENSION_PRO_API_KEY=your_api_key
export PENSION_PRO_USERNAME=your_username
Claude Desktop
Add to your claude_desktop_config.json:
{
"mcpServers": {
"pension-pro": {
"command": "uvx",
"args": ["pension-pro-mcp"],
"env": {
"PENSION_PRO_API_KEY": "your_api_key",
"PENSION_PRO_USERNAME": "your_username"
}
}
}
}
Claude Code
Add to your project's .mcp.json:
{
"mcpServers": {
"pension-pro": {
"command": "uvx",
"args": ["pension-pro-mcp"],
"env": {
"PENSION_PRO_API_KEY": "your_api_key",
"PENSION_PRO_USERNAME": "your_username"
}
}
}
}
Available Tools
| Tool | Description |
|---|---|
search_plans | Search and filter plans by name, status, type, or client |
get_plan_details | Get plan with contacts, cycles, services, investments, fees |
get_plan_projects | Get projects for a plan with task completion summaries |
search_projects | Search and filter projects by status, type, or plan |
get_project_details | Get project with task groups, tasks, participants, notes, and files |
get_task_details | Get a single task with state, assignment, and notes |
complete_task | Mark a task as complete |
uncomplete_task | Revert a task to incomplete |
reassign_task | Reassign a task to a different employee |
create_project_from_template | Create a new project from a template |
search_clients | Search and filter clients by company name |
get_client_details | Get client with plans and notes |
search_contacts | Search and filter contacts by name or client |
search_todos | Search and filter to-dos |
get_todo | Get a to-do with its comments |
create_todo | Create a new to-do linked to an entity |
update_todo | Update a to-do's details |
add_note | Add a note to a plan, project, task, or contact |
get_notes | Get notes for an entity |
search_api_paths | Search PensionPro API endpoints by keyword |
get_api_endpoint | Get full details for a specific API endpoint |
search_api_schemas | Search API data models/schemas by keyword |
get_api_schema | Get the full definition of an API data model |
search_help_articles | Search PensionPro help center articles by keyword |
get_help_article | Get the full content of a help article |
list_help_sections | List available help sections with article counts |
Development
git clone https://github.com/douglaslinsmeyer/pension-pro-mcp.git
cd pension-pro-mcp
pip install -e ".[dev]"
pytest
Refreshing Help Articles
The bundled help articles can be refreshed from the PensionPro knowledge base:
python scripts/scrape_docs.py
License
MIT
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