Pensiata - Bulgarian Pension Fund Analytics

io.github.nvasilevv/pensiata · v1.0.0

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

MCPremoteno credentialsAnalytics & marketingDocuments & PDF

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 26 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 88/100

What it does: 26 tools · 18 read, 0 write · Analytics & marketing, Documents & PDF

Test call list_managers: worked (2,029 ms)

How the rating is made

Answers without login: +30
Speed of first answer: +10
Lists tools: +10
Tool descriptions: +15
Parameter descriptions: +3
Read/write annotations: 0
Safe test call: +20
More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL

https://mcp.pensiata.me/mcp

Tools

26 tools listed at last check

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 c
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
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.

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