PensionPro

io.github.douglaslinsmeyerPublished by GitHub account douglaslinsmeyerv0.2.1Updated Oct 24, 2026

MCP server for the PensionPro pension administration REST API.

VerifiedSTDIODesktop onlyProductivity & Workflow Business & Commerce

Server details

Identifier: io.github.douglaslinsmeyer/pension-pro-mcp
Transport: STDIO
Runtime: Desktop only
Trust: Verified
Published: Sep 16, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified the GitHub account douglaslinsmeyer for this listing. That does not show the account is the product's maker.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

Add a badge to your README

Show readers this MCP server is listed on SourceWeft. The badge links to this page.

[![Listed on SourceWeft](https://sourceweft.com/badge/mcp/io.github.douglaslinsmeyer%2Fpension-pro-mcp.svg)](https://sourceweft.com/mcp/io.github.douglaslinsmeyer%2Fpension-pro-mcp?utm_source=readme&utm_medium=badge)

Overview

AI-generated overview

Lets an assistant search and manage PensionPro pension administration data — plans, projects, tasks, clients, contacts, to-dos, and notes — through the…

What you can do: A local MCP server that wraps the PensionPro REST API. It exposes tools to search and read plans, projects, tasks, clients, contacts, and to-dos, and to write: complete or uncomplete tasks, reassign tasks, create projects from templates, create and update to-dos, and add notes. It also offers tools to search PensionPro API endpoints, data schemas, and help center articles.
When to use it: Use it when an assistant needs to work with PensionPro pension administration records — looking up plan or client details, tracking project and task status, or filing notes and to-dos — without leaving the chat. It is aimed at PensionPro users with API access.
Requirements: Runs locally as a Python package (Python 3.12+), installed from PyPI or run with uvx. Requires a PensionPro API key and username, supplied through the environment variables PENSION_PRO_API_KEY and PENSION_PRO_USERNAME. Desktop only; network access to the PensionPro API is needed.

Before you install

The server holds a PensionPro API key and username, so store them in the local config rather than sharing it. Several tools change data in PensionPro: complete_task, uncomplete_task, reassign_task, create_project_from_template, create_todo, update_todo, and add_note. Review those actions before letting an assistant run them.

Installation

In SourceWeft

Open PensionPro in the dashboard and add it to a workspace.
Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

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:

Or run directly with uvx (no install required):

Configuration

Set the following environment variables:

Claude Desktop

Add to your claude_desktop_config.json:

json

{  "mcpServers": {    "pension-pro": {      "command": "uvx",      "args": ["pension-pro-mcp"],      "env": {        "PENSION_PRO_API_KEY": "your_api_key",        "PENSION_PRO_USERNAME": "your_username"      }    }  }}

{  "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:

json

{  "mcpServers": {    "pension-pro": {      "command": "uvx",      "args": ["pension-pro-mcp"],      "env": {        "PENSION_PRO_API_KEY": "your_api_key",        "PENSION_PRO_USERNAME": "your_username"      }    }  }}

{  "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.gitcd pension-pro-mcppip install -e ".[dev]"pytest

git clone https://github.com/douglaslinsmeyer/pension-pro-mcp.gitcd pension-pro-mcppip install -e ".[dev]"pytest

Refreshing Help Articles

The bundled help articles can be refreshed from the PensionPro knowledge base:

License

MIT

Source: README.md at commit 28f3799

Tools

SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

v0.2.1LatestSep 16, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 days25 pts
Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.
Auth declared10 pts
Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts