Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Scored across 26 tools
The tool set contains numerous explicit aliases (e.g., get_bulgarian_pension_funds = list_funds, get_bulgarian_pension_fund_nav_series = get_nav_series, rank_bulgarian_pension_funds_by_metric = rank, get_bulgarian_pension_fund_metric = compute_metric). These duplicate tools create severe overlapping purposes and will likely confuse an agent's tool selection.
The core tools use a consistent verb_noun pattern (list_funds, get_nav_series, compute_metric, rank), but the many alias tools add long prefixed names (get_bulgarian_pension_fund_nav_series) that break the pattern. The overall mixture is readable but not uniform.
With 26 tools, the count is heavy for the domain. More importantly, roughly half are aliases, meaning the true functional surface is around 13 tools, yet agents still face a bloated list.
The surface covers discovery (list_funds, list_managers, list_benchmarks, list_metrics), analytics (compute_metric, rank, rank_benchmarks), series retrieval (get_nav_series, get_benchmark_series), holdings reports (list_holdings_reports, get_holdings_reports_index, read_holdings_report), legal framework (get_pension_legal_framework, search_pension_law), and simulation (simulate_saver_outcome). Minor gaps exist (e.g., no write/update operations), but the core analytics workflows are well-covered.
Return MCP cache telemetry for diagnostics and performance debugging.
Inputs: no named parameters. Returns: object
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 benchmark data.
Inputs: metric (required), period (required), window, fund_id, +7 more. Returns: object
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.
Inputs: benchmark_slug (required), date_to, date_from, frequency. Returns: object
Alias for list_benchmarks with Bulgarian pension comparison context.
Inputs: no named parameters. Returns: object
Alias for get_benchmark_series to retrieve inflation/market comparators for UPF/PPF/VPF.
Inputs: benchmark_slug (required), date_to, date_from, frequency. Returns: object
Alias for list_managers with explicit Bulgarian pension context for agent discovery.
Inputs: scheme_code. Returns: object
Alias for compute_metric with explicit Bulgarian pension metric intent.
Inputs: metric (required), period (required), window, fund_id, +7 more. Returns: object
Alias for list_funds to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
Inputs: active_only, scheme_code. Returns: object
Alias for list_metrics so agents can semantically find available pension metrics.
Inputs: no named parameters. Returns: object
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_report.
Inputs: date_to, date_from, fund_type, manager_slug. Returns: object
Return the full text of Bulgarian pension legal documents.
Inputs: document. Returns: object
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.
Inputs: no named parameters. Returns: object
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/scheme dataset.
Inputs: active_only, scheme_code. Returns: object
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 reports are available before loading specific ones
with read_holdings_report. Filter by manager, fund type, or date range.
Inputs: date_to, date_from, fund_type, manager_slug. Returns: object
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 official FSC manager/scheme coverage.
Inputs: scheme_code. Returns: object
List all supported financial metric identifiers for MCP analytics tools.
Inputs: no named parameters. Returns: object
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.
Inputs: metric (required), period (required), scheme_code (required), limit, +7 more. Returns: object
Rank benchmark assets by metric and period for market-context comparison.
Data freshness: rankings reflect latest ingested benchmark observations.
Inputs: metric (required), period (required), limit, order, +6 more. Returns: object
Alias for rank_benchmarks for semantically rich benchmark ranking discovery.
Inputs: metric (required), period (required), limit, order, +7 more. Returns: object
Alias for rank to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
Inputs: metric (required), period (required), scheme_code (required), limit, +7 more. Returns: object
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, and portfolio shares.
Inputs: date (required), fund_type (required), manager_slug (required), summary_only. Returns: object
Search across Bulgarian pension legal framework documents.
Inputs: query (required), document, max_results. Returns: result
Alias for simulate_saver_outcome with explicit Bulgarian pension savings semantics.
Inputs: end_date, date_from, scheme_code, manager_slug, +1 more. Returns: object
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.
Inputs: scheme_code (required), monthly_contribution (required), fund_id, end_date, +2 more. Returns: object
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Nigerian mutual fund returns (SEC filings) and PenCom pension allocation, month by month.
Savvly MCP: query fund data, model projections, and compare against alternative retirement products.
Fundamentals, KPIs, prices, valuation, earnings and dividends for 80,000+ stocks and funds.
Indian mutual fund search, latest AMFI NAVs, side-by-side comparison and SIP or lumpsum returns.
Add one secure layer between your agents and this server.
