Pensiata - Bulgarian Pension Fund Analytics

by nvasilevv · remote · no sign-in to list tools · v1.0.0 · published by GitHub user nvasilevv

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

Changes · 7

Compare Registry entry

26 tools: 7 change things and 19 only read.

Scanned Oct 21, 2026

Deletes or cancels0Claude Code: deny
Can't be undone0Claude Code: ask
Changes things7Claude Code: ask: see these tools
Only reads19Claude Code: allow: see these tools

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

26 tools

Changes things 7Creates or changes something that can be changed back.Claude Code: ask

compute_metricCompute a metric for Bulgarian pension funds or benchmark targets.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
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.
rankRank funds within UPF/PPF/VPF schemes by a selected metric and period.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
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_benchmarksRank benchmark assets by metric and period for market-context comparison.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
rank_bulgarian_pension_benchmarks_by_metricAlias for `rank_benchmarks` for semantically rich benchmark ranking discovery.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
rank_bulgarian_pension_funds_by_metricAlias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
simulate_bulgarian_pension_saver_outcomeAlias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
simulate_saver_outcomeSimulate saver outcomes with periodic contributions into Bulgarian pension funds.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
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.

Only reads 19Looks things up and changes nothing.Claude Code: allow

cache_statsReturn MCP cache telemetry for diagnostics and performance debugging.No findings
Why it is in this group
- The description's first verb is "return": a word for reading.
Description, as the server wrote it
Return MCP cache telemetry for diagnostics and performance debugging.
get_benchmark_seriesGet historical benchmark series for pension-fund comparison workflows.No findings
Why it is in this group
- The name "get_benchmark_series" says "get": a word for reading.
Description, as the server wrote it
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.
get_bulgarian_pension_benchmark_seriesAlias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.No findings
Why it is in this group
- The name "get_bulgarian_pension_benchmark_series" says "get": a word for reading.
Description, as the server wrote it
Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
get_bulgarian_pension_benchmarksAlias for `list_benchmarks` with Bulgarian pension comparison context.No findings
Why it is in this group
- The name "get_bulgarian_pension_benchmarks" says "get": a word for reading.
Description, as the server wrote it
Alias for `list_benchmarks` with Bulgarian pension comparison context.
get_bulgarian_pension_fund_managersAlias for `list_managers` with explicit Bulgarian pension context for agent discovery.No findings
Why it is in this group
- The name "get_bulgarian_pension_fund_managers" says "get": a word for reading.
Description, as the server wrote it
Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
get_bulgarian_pension_fund_metricAlias for `compute_metric` with explicit Bulgarian pension metric intent.No findings
Why it is in this group
- The name "get_bulgarian_pension_fund_metric" says "get": a word for reading.
Description, as the server wrote it
Alias for `compute_metric` with explicit Bulgarian pension metric intent.
get_bulgarian_pension_fund_nav_seriesAlias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.No findings
Why it is in this group
- The name "get_bulgarian_pension_fund_nav_series" says "get": a word for reading.
Description, as the server wrote it
Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
get_bulgarian_pension_fundsAlias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.No findings
Why it is in this group
- The name "get_bulgarian_pension_funds" says "get": a word for reading.
Description, as the server wrote it
Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
get_bulgarian_pension_metrics_catalogAlias for `list_metrics` so agents can semantically find available pension metrics.No findings
Why it is in this group
- The name "get_bulgarian_pension_metrics_catalog" says "get": a word for reading.
Description, as the server wrote it
Alias for `list_metrics` so agents can semantically find available pension metrics.
get_holdings_reports_indexGet a lightweight summary index of pension fund holdings reports.No findings
Why it is in this group
- The name "get_holdings_reports_index" says "get": a word for reading.
Description, as the server wrote it
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`.
get_nav_seriesGet official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF).No findings
Why it is in this group
- The name "get_nav_series" says "get": a word for reading.
Description, as the server wrote it
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.
get_pension_legal_frameworkReturn the full text of Bulgarian pension legal documents.No findings
Why it is in this group
- The name "get_pension_legal_framework" says "get": a word for reading.
Description, as the server wrote it
Return the full text of Bulgarian pension legal documents.
list_benchmarksList benchmark assets for Bulgarian pension comparisons.No findings
Why it is in this group
- The name "list_benchmarks" says "list": a word for reading.
Description, as the server wrote it
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_fundsList Bulgarian private pension funds and canonical fund IDs.No findings
Why it is in this group
- The name "list_funds" says "list": a word for reading.
Description, as the server wrote it
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.
list_holdings_reportsList available markdown holdings reports for Bulgarian pension funds.No findings
Why it is in this group
- The name "list_holdings_reports" says "list": a word for reading.
Description, as the server wrote it
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 before loading specific ones with `read_holdings_report`. Filter by manager, fund type, or date range.
list_managersRetrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes.No findings
Why it is in this group
- The name "list_managers" says "list": a word for reading.
Description, as the server wrote it
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 coverage.
list_metricsList all supported financial metric identifiers for MCP analytics tools.No findings
Why it is in this group
- The name "list_metrics" says "list": a word for reading.
Description, as the server wrote it
List all supported financial metric identifiers for MCP analytics tools.
read_holdings_reportRead a specific markdown holdings report for a Bulgarian pension fund.No findings
Why it is in this group
- The name "read_holdings_report" says "read": a word for reading.
Description, as the server wrote it
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.
search_pension_lawSearch across Bulgarian pension legal framework documents.No findings
Why it is in this group
- The name "search_pension_law" says "search": a word for reading.
Description, as the server wrote it
Search across Bulgarian pension legal framework documents.

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json

{
  "permissions": {
    "allow": [
      "mcp__pensiata__list_managers",
      "mcp__pensiata__list_funds",
      "mcp__pensiata__get_nav_series",
      "mcp__pensiata__list_benchmarks",
      "mcp__pensiata__list_metrics",
      "mcp__pensiata__cache_stats",
      "mcp__pensiata__get_benchmark_series",
      "mcp__pensiata__get_bulgarian_pension_fund_managers",
      "mcp__pensiata__get_bulgarian_pension_funds",
      "mcp__pensiata__get_bulgarian_pension_fund_nav_series",
      "mcp__pensiata__get_bulgarian_pension_benchmarks",
      "mcp__pensiata__get_bulgarian_pension_metrics_catalog",
      "mcp__pensiata__get_bulgarian_pension_benchmark_series",
      "mcp__pensiata__get_bulgarian_pension_fund_metric",
      "mcp__pensiata__list_holdings_reports",
      "mcp__pensiata__get_holdings_reports_index",
      "mcp__pensiata__read_holdings_report",
      "mcp__pensiata__get_pension_legal_framework",
      "mcp__pensiata__search_pension_law"
    ],
    "ask": [
      "mcp__pensiata__compute_metric",
      "mcp__pensiata__rank",
      "mcp__pensiata__rank_benchmarks",
      "mcp__pensiata__simulate_saver_outcome",
      "mcp__pensiata__rank_bulgarian_pension_funds_by_metric",
      "mcp__pensiata__rank_bulgarian_pension_benchmarks_by_metric",
      "mcp__pensiata__simulate_bulgarian_pension_saver_outcome"
    ],
    "deny": []
  }
}

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Source: MCP Registry · repository. Synced Oct 21, 2026, 18:42 UTC.

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