Pension Pro

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