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