Config is the same across clients — only the file and path differ.
{
"mcpServers": {
"pension-pro": {
"env": {
"PENSION_PRO_API_KEY": "your_api_key",
"PENSION_PRO_USERNAME": "your_username"
},
"args": [
"pension-pro-mcp"
],
"command": "uvx"
}
}
}Are you the author?
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A local, open-source MCP server that provides AI assistants with tools to interact with the PensionPro REST API.
Run this in your terminal to verify the server starts. Then let us know if it worked — your result helps other developers.
uvx 'pension-pro-mcp' 2>&1 | head -1 && echo "✓ Server started successfully"
After testing, let us know if it worked:
Five weighted categories — click any category to see the underlying evidence.
No known CVEs.
Checked pension-pro-mcp against OSV.dev.
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A local, open-source MCP server that provides AI assistants with tools to interact with the PensionPro REST API.
Install from PyPI:
pip install pension-pro-mcp
Or run directly with uvx (no install required):
uvx pension-pro-mcp
Set the following environment variables:
export PENSION_PRO_API_KEY=your_api_key
export PENSION_PRO_USERNAME=your_username
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"
}
}
}
}
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"
}
}
}
}
| 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 |
git clone https://github.com/douglaslinsmeyer/pension-pro-mcp.git
cd pension-pro-mcp
pip install -e ".[dev]"
pytest
The bundled help articles can be refreshed from the PensionPro knowledge base:
python scripts/scrape_docs.py
MIT