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pension-pro-mcp

by douglaslinsmeyer
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Python
Remote

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.

Related MCP server: Jilebi

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

Install Server
A
license - permissive license
B
quality
D
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
0dRelease cycle
2Releases (12mo)
Commit activity

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