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Pensiata - Bulgarian Pension Fund Analytics

io.github.nvasilevv/pensiata · v1.0.0

Measured by MCP Station

Description written by the publisher, not verified

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

Connect

claude mcp add --transport http pensiata https://mcp.pensiata.me/mcp

{
  "mcpServers": {
    "pensiata": {
      "url": "https://mcp.pensiata.me/mcp"
    }
  }
}

Tools as reported by the server

• list_managers
  Retrieve 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 co
• list_funds
  List 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_series
  Get 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_benchmarks
  List 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_metrics
  List all supported financial metric identifiers for MCP analytics tools.
• cache_stats
  Return MCP cache telemetry for diagnostics and performance debugging.
• get_benchmark_series
  Get 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_metric
  Compute 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.
• rank
  Rank 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_benchmarks
  Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
• simulate_saver_outcome
  Simulate 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_managers
  Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
• get_bulgarian_pension_funds
  Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
• get_bulgarian_pension_fund_nav_series
  Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
• get_bulgarian_pension_benchmarks
  Alias for `list_benchmarks` with Bulgarian pension comparison context.
• get_bulgarian_pension_metrics_catalog
  Alias for `list_metrics` so agents can semantically find available pension metrics.
• get_bulgarian_pension_benchmark_series
  Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
• get_bulgarian_pension_fund_metric
  Alias for `compute_metric` with explicit Bulgarian pension metric intent.
• rank_bulgarian_pension_funds_by_metric
  Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
• rank_bulgarian_pension_benchmarks_by_metric
  Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
• simulate_bulgarian_pension_saver_outcome
  Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
• list_holdings_reports
  List 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 b
• get_holdings_reports_index
  Get 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_report
  Read 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_framework
  Return the full text of Bulgarian pension legal documents.
• search_pension_law
  Search across Bulgarian pension legal framework documents.

Repository · Website · JSON · Text for agents · Registry updated 2026-03-05