PensionPro

Name: PensionPro
Author: douglaslinsmeyer

by douglaslinsmeyerversion 0.2.1i★ –iRuns on your computer

Registry nameio.github.douglaslinsmeyer/pension-pro-mcp

Install

Overview

Description from the maker (original English)

MCP server for the PensionPro pension administration REST API.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs on your computer
Transport: stdio
Category: Other
You need to fill in: PENSION_PRO_API_KEY, PENSION_PRO_USERNAME

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: PENSION_PRO_API_KEY, PENSION_PRO_USERNAME

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

PyPIPython’s uv installed (for the uvx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

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

Run this in your terminal

claude mcp add pension-pro --env PENSION_PRO_API_KEY=your-value --env PENSION_PRO_USERNAME=your-value -- uvx pension-pro-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "pension-pro": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "pension-pro-mcp"
      ],
      "env": {
        "PENSION_PRO_API_KEY": "your-value",
        "PENSION_PRO_USERNAME": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

PENSION_PRO_API_KEY secret required env
Your PensionPro API key
PENSION_PRO_USERNAME required env
Your PensionPro username

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account douglaslinsmeyer, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Otheri

More stars than 0% of the other 18345 servers in this category
Published to the registry more recently than 5% of the other 18345 servers in this category
Basic checks equal to or better than 100% of the other 18345 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is PensionPro safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: PENSION_PRO_API_KEY, PENSION_PRO_USERNAME

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.2.1) reached the registry 7 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.

What can I use instead?

In the same category: Spec Driven Development, Remote Desktop Commander, ScienceShot science reference

Alternatives

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

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 claude_desktop_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:

"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

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

PensionPro

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Otheri

Common questions

Alternatives

Spec Driven Development

Remote Desktop Commander

ScienceShot science reference

README from the maker

PensionPro MCP Server

Features

Prerequisites

Installation

Configuration

Claude Desktop

Claude Code

Available Tools

Development

Refreshing Help Articles

License