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PensionPro

MCP server for the PensionPro pension administration REST API.

Open source Open in the app JSON README (API)

About

MCP server for the PensionPro pension administration REST API.

Details

Kind
MCP servers
Topic
Developer tools
Publisher
douglaslinsmeyer
Origin
official
Category
ferramentas
Transport
local
Version
0.2.1
Forks
1
Last push
2026-04-06T04:19:09Z
Repository state
ativo
Language
Python
License
MIT
Added
2026-08-29 03:02:43
Updated
2026-08-29 03:02:43
Origin id
io.github.douglaslinsmeyer/pension-pro-mcp

README

# PensionPro MCP Server

A local, open-source [MCP](https://modelcontextprotocol.io/) server that provides AI assistants with tools to interact with the [PensionPro](https://pensionpro.com/) 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](https://pypi.org/project/pension-pro-mcp/):

```bash
pip install pension-pro-mcp
```

Or run directly with [uvx](https://docs.astral.sh/uv/) (no install required):

```bash
uvx pension-pro-mcp
```

## Configuration

Set the following environment variables:

```bash
export PENSION_PRO_API_KEY=your_api_key
export PENSION_PRO_USERNAME=your_username
```

### Claude Desktop

Add to your `claude_desktop_config.json`:

```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`:

```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

```bash
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:

```bash
python scripts/scrape_docs.py
```

## License

MIT

<!-- mcp-name: io.github.douglaslinsmeyer/pension-pro-mcp -->

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