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Pensiata MCP Server

Developer ToolsLow Risk10.0MCP RegistryRemote
Free

Server data from the Official MCP Registry

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

About

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

Remote endpoints: streamable-http: https://mcp.pensiata.me/mcp

Security Report

10.0
Low Risk10.0Low Risk

Valid MCP server (1 strong, 1 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.

21 tools verified · Open access · No issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

HTTP Network Access

Connects to external APIs or services over the internet.

How to Connect

Remote Plugin

No local installation needed. Your AI client connects to the remote endpoint directly.

Add this to your MCP configuration to connect:

{
  "mcpServers": {
    "io-github-nvasilevv-pensiata": {
      "url": "https://mcp.pensiata.me/mcp"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

Pensiata MCP Server

A Model Context Protocol server providing analytics for Bulgarian pension funds — covering all three pillar II schemes (UPF, PPF, DPF).

Hosted at: https://mcp.pensiata.me/mcp (streamable HTTP transport)

Connect

Add to your MCP client configuration:

{
  "mcpServers": {
    "pensiata": {
      "type": "streamable-http",
      "url": "https://mcp.pensiata.me/mcp"
    }
  }
}

No API key required.

Tools

list_managers

List pension fund management companies with AUM and supported schemes.

ParameterTypeDescription
scheme_codeupf | ppf | dpf (optional)Filter by scheme

list_funds

List individual funds with metadata.

ParameterTypeDescription
scheme_codeupf | ppf | dpf (optional)Filter by scheme
active_onlybool (default: true)Only active funds

get_nav_series

Retrieve NAV (Net Asset Value) time series for one or more funds.

ParameterTypeDescription
fund_idstring (optional)e.g. allianz:upf
manager_slugstring (optional)All funds for a manager
scheme_codeupf | ppf | dpf (optional)All funds in a scheme
frequencydaily | weekly | monthlyDefault: daily
date_fromstring (optional)Start date (YYYY-MM-DD)
date_tostring (optional)End date (YYYY-MM-DD)

compute_metric

Compute a performance metric for one or more funds over a given period.

ParameterTypeDescription
metricstringMetric name (see below)
periodstring or objecte.g. "5y", "10y", "ytd", or {"date_from": "...", "date_to": "..."}
fund_idstring (optional)Specific fund
manager_slugstring (optional)All funds for a manager
scheme_codeupf | ppf | dpf (optional)All funds in a scheme
benchmark_slugstring (optional)Benchmark or fund ID for relative metrics
frequencydaily | weekly | monthlyDefault: daily
risk_free_ratenumber (optional)Override risk-free rate
risk_free_slugstring (optional)Benchmark to use as risk-free rate

rank

Rank funds within a scheme by any metric.

ParameterTypeDescription
scheme_codeupf | ppf | dpfRequired
metricstringMetric to rank by
periodstring or objectTime period
orderdesc | ascDefault: desc
include_metricsstring[] (optional)Additional metrics in output
benchmark_slugstring (optional)For relative metrics
limitintDefault: 50
offsetintDefault: 0

list_benchmarks

List available benchmark indices (S&P 500, Euro Stoxx 600, Gold, BG Inflation, etc.).

get_benchmark_series

Retrieve benchmark time series.

ParameterTypeDescription
benchmark_slugstringe.g. sp500, bg_inflation, gold
frequencydaily | weekly | monthlyDefault: daily
date_fromstring (optional)Start date
date_tostring (optional)End date

list_metrics

List all available metric names.

Available Metrics

MetricDescription
return_totalCumulative total return
cagrCompound annual growth rate
real_cagrInflation-adjusted CAGR
ytd_returnYear-to-date return
volatility_annAnnualized volatility
downside_volatility_annAnnualized downside volatility
max_drawdownMaximum drawdown
sharpeSharpe ratio
sortinoSortino ratio
calmarCalmar ratio
information_ratioInformation ratio (vs benchmark)
tracking_error_annAnnualized tracking error
excess_returnExcess return vs benchmark
correlationCorrelation with benchmark or another fund
ulcer_indexUlcer index
consistency_scoreReturn consistency score

Available Benchmarks

SlugDescription
sp500S&P 500 (USD)
eurostoxx600STOXX Europe 600 (USD)
goldGold (USD)
bg_inflationBulgarian CPI Inflation
us10y_gov_bondUS 10Y Government Bond (USD)
de10y_gov_bondGerman 10Y Government Bond (EUR)

Coverage

  • Schemes: UPF (Universal Pension Fund), PPF (Professional Pension Fund), DPF (Voluntary Pension Fund)
  • Managers: 10 active + 2 historical pension management companies
  • Data: Daily NAV data, some funds dating back to 2005
  • Currency: BGN

Website

pensiata.me

License

MIT

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