Pensiata - Bulgarian Pension Fund Analytics

Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.

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What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.

    How to connect

    How to connect Pensiata - Bulgarian Pension Fund Analytics to Claude

    The server address to paste into Claude settings:

    https://mcp.pensiata.me/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect Pensiata - Bulgarian Pension Fund Analytics to ChatGPT

    The server address to paste into ChatGPT settings:

    https://mcp.pensiata.me/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect Pensiata - Bulgarian Pension Fund Analytics to Cursor

    The server address to paste into Cursor settings:

    https://mcp.pensiata.me/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (26)

    Raw names from tools/list. Only developers need these.

    list_managersRetrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested official FSC manager/scheme coverage.
    list_fundsList Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/scheme dataset.
    get_nav_seriesGet official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.
    list_benchmarksList benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.
    list_metricsList all supported financial metric identifiers for MCP analytics tools.
    cache_statsReturn MCP cache telemetry for diagnostics and performance debugging.
    get_benchmark_seriesGet historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.
    compute_metricCompute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmark data.
    rankRank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.
    rank_benchmarksRank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
    simulate_saver_outcomeSimulate saver outcomes with periodic contributions into Bulgarian pension funds. Estimates invested amount, terminal value, and IRR-like performance diagnostics. Data freshness: simulation uses the latest available NAV history in the dataset.
    get_bulgarian_pension_fund_managersAlias for `list_managers` with explicit Bulgarian pension context for agent discovery.
    get_bulgarian_pension_fundsAlias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
    get_bulgarian_pension_fund_nav_seriesAlias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
    get_bulgarian_pension_benchmarksAlias for `list_benchmarks` with Bulgarian pension comparison context.
    get_bulgarian_pension_metrics_catalogAlias for `list_metrics` so agents can semantically find available pension metrics.
    get_bulgarian_pension_benchmark_seriesAlias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
    get_bulgarian_pension_fund_metricAlias for `compute_metric` with explicit Bulgarian pension metric intent.
    rank_bulgarian_pension_funds_by_metricAlias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
    rank_bulgarian_pension_benchmarks_by_metricAlias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
    simulate_bulgarian_pension_saver_outcomeAlias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
    list_holdings_reportsList available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings). Use this tool to discover what reports are available before loading specific ones with `read_holdings_report`. Filter by manager, fund type, or date range.
    get_holdings_reports_indexGet a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with `read_holdings_report`.
    read_holdings_reportRead a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values, and portfolio shares.
    get_pension_legal_frameworkReturn the full text of Bulgarian pension legal documents.
    search_pension_lawSearch across Bulgarian pension legal framework documents.