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PensionPro MCP server

by douglaslinsmeyer·io.github.douglaslinsmeyer/pension-pro-mcp·v0.2.1
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MCP server for the PensionPro pension administration REST API.

B72/100grade B
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Safety scan
B72/100

full report

Adoption
New

0 stars13 downloads/wk

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PensionPro tools (30, 3 write)

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

  • add_note

    Add a note to a plan, project, task, or contact. At least one entity ID must be provided.

  • complete_task

    Mark a task as complete.

  • create_project_from_templatewrite action

    Create a new project on a plan from a project template.

  • create_todowrite action

    Create a new to-do, optionally linked to a plan, project, or contact.

  • get_api_endpoint

    Get details for a specific API endpoint. Returns a compact summary by default. Set raw=true for the full JSON schema.

  • get_api_schema

    Get the definition of a specific API data model/schema. Returns a compact summary by default. Set raw=true for the full JSON schema.

  • get_client_details

    Get a client with their plans and notes.

  • get_help_article

    Get the full content of a PensionPro help article by its ID.

  • get_notes

    Get notes for an entity (plan, project, task, or contact). At least one entity ID must be provided.

  • get_plan_details

    Get comprehensive details for a single plan.

  • get_plan_projects

    Get all projects for a plan with task completion summaries.

  • get_project_details

    Get a project with its task groups, tasks, participants, notes, and files.

  • get_task_details

    Get a single task with its current state, assignment, and notes.

  • get_task_group

    Get a task group with all its tasks.

  • get_todo

    Get a to-do with its comments.

  • get_worktray

    Get a worktray with its members and all active (incomplete) tasks routed to it.

  • get_worktray_member_stats

    Get per-member workload, performance, and queue health metrics for a worktray.

  • get_worktrays

    List all worktrays. Set active_only=false to include inactive worktrays.

  • list_help_sections

    List all available PensionPro help center sections with article counts.

  • reassign_task

    Reassign a task to a different employee.

  • search_api_paths

    Search PensionPro API endpoints by keyword. Use this to discover available API paths.

  • search_api_schemas

    Search PensionPro API data models by keyword. Use this to discover field names and types.

  • search_clients

    Search and filter clients by company name.

  • search_contacts

    Search and filter contacts by name or client.

  • search_help_articles

    Search PensionPro help center articles by keyword. Optionally filter by section name. Use list_help_sections to see available sections.

  • search_plans

    Search and filter pension plans by name, status, type, or client.

  • search_projects

    Search and filter projects by status, type, or plan.

  • search_todos

    Search and filter to-dos by status, priority, plan, or project.

  • uncomplete_task

    Undo task completion — revert a task to incomplete.

  • update_todowrite action

    Update an existing to-do's subject, description, status, priority, or due date.

Public scan report

scanner v0.1.9 · 2026-09-27 · same rubric, same numbers if you re-run it

no findings
  • Code scan17 source files scanned25/25
  • –Live reliabilityno gateway calls yet and no remote to proben/a
  • –Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 175 days ago8/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
Overall 72/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How PensionPro compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
72/100
higher than 38% of 48,255 servers
Tools
30
the typical server has 7
Tools that change things
10%
typical: 0%. Fewer write tools means less an agent can break
Downloads a week
13
more than 4% of 12,191 servers with a package

What its tools let an agent do: 26 read · 3 create · 1 change

Install PensionPro in Claude Code, Cursor or VS Code

claude mcp add pension-pro-mcp -- uvx pension-pro-mcp
Add to Cursor

What the publisher says

From the PensionPro repository's README, as published. We do not edit it. Read it on GitHub

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 claudedesktopconfig.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

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

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

PensionPro: common questions

Is PensionPro MCP server safe?
Mostly: it is graded B (72/100). Read the PensionPro safety report
How do I install PensionPro?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does PensionPro need an API key?
Yes. The registry entry asks for PENSION_PRO_API_KEY.
Is PensionPro maintained?
The last commit was 212 days ago (2026-04-06). The latest release is v0.2.1.
How does PensionPro compare with other MCP servers?
safety score 72/100 (higher than 38% of 48,255 servers); tools 30 (the typical server has 7); tools that change things 10% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.