Search and filter pension plans by name, status, type, or client.

Returns a summary list of matching plans.

Get comprehensive details for a single plan.

Returns the plan record with contacts, cycles, services, investments, and fee schedules.

Get all projects for a plan with task completion summaries.

Each project includes a task_summary with total, completed, and pending counts.

Search and filter projects by status, type, or plan.

Get a project with its task groups, tasks, participants, notes, and files.

Get a task group with all its tasks.

Get a single task with its current state, assignment, and notes.

Mark a task as complete.

Undo task completion — revert a task to incomplete.

Reassign a task to a different employee.

Create a new project on a plan from a project template.

Search and filter clients by company name.

Get a client with their plans and notes.

Search and filter contacts by name or client.

Search and filter to-dos by status, priority, plan, or project.

Get a to-do with its comments.

Create a new to-do, optionally linked to a plan, project, or contact.

Update an existing to-do's subject, description, status, priority, or due date.

Add a note to a plan, project, task, or contact. At least one entity ID must be provided.

Get notes for an entity (plan, project, task, or contact). At least one entity ID must be provided.

List all worktrays. Set active_only=false to include inactive worktrays.

Get a worktray with its members and all active (incomplete) tasks routed to it.

Get per-member workload, performance, and queue health metrics for a worktray.

Analyzes completed tasks within the lookback window and current active tasks. Returns a compact summary with the top 20 members by activity, aggregate stats, and queue health. Full results (all members, individual task lists, overdue task details) are written to a cache file and available via the worktray-stats resource.

Get individual employee performance analysis across all worktrays.

Searches by last name, then computes per-worktray metrics for workload, throughput, and quality (rejections and bounce-backs). Returns a compact summary; full results cached and available via the employee-stats resource.

If the name matches multiple employees, returns a candidate list to disambiguate.

Compute task group cycle times segmented by project template.

Analyzes completed task groups within the lookback window to reveal which workflows are slow and which steps are bottlenecks. Returns per-template stats including avg/median/min/max cycle time and SLA adherence.

Set include_steps=true to fetch per-task step durations and identify the bottleneck step within each template. This makes additional API calls (one per task group) and may be slow for large result sets.

Search PensionPro API endpoints by keyword. Use this to discover available API paths.

Get details for a specific API endpoint. Returns a compact summary by default. Set raw=true for the full JSON schema.

Search PensionPro API data models by keyword. Use this to discover field names and types.

Get the definition of a specific API data model/schema. Returns a compact summary by default. Set raw=true for the full JSON schema.

Search PensionPro help center articles by keyword. Optionally filter by section name. Use list_help_sections to see available sections.

Get the full content of a PensionPro help article by its ID.

List all available PensionPro help center sections with article counts.