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:

Terminal

pip install pension-pro-mcp

Or run directly with uvx (no install required):

bash

uvx pension-pro-mcp

Configuration

Set the following environment variables:

server.ts

export PENSION_PRO_API_KEY=your_api_key
export PENSION_PRO_USERNAME=your_username

Claude Desktop

Add to your claude_desktop_config.json:

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:

config.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