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