mcp server
Pensiata - Bulgarian Pension Fund Analytics
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Description as published by the maintainer. Source
- version 1.0.0
- slowing
- analytics
- evaluation
slowing — Registry entry last updated 2026-03-05. Dashed tags are derived by ZBS Index from the published description, not stated by the maintainer.
What this server can do
26 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.
cache_stats- Return MCP cache telemetry for diagnostics and performance debugging.
compute_metric(metric, period, window, fund_id, frequency, scheme_code, manager_slug, benchmark_slug, risk_free_rate, risk_free_slug, benchmark_target_slug)- 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. Required: metric, period.
get_benchmark_series(date_to, date_from, frequency, benchmark_slug)- 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. Required: benchmark_slug.
get_bulgarian_pension_benchmark_series(date_to, date_from, frequency, benchmark_slug)- Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF. Required: benchmark_slug.
get_bulgarian_pension_benchmarks- Alias for `list_benchmarks` with Bulgarian pension comparison context.
get_bulgarian_pension_fund_managers(scheme_code)- Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
get_bulgarian_pension_fund_metric(metric, period, window, fund_id, frequency, scheme_code, manager_slug, benchmark_slug, risk_free_rate, risk_free_slug, benchmark_target_slug)- Alias for `compute_metric` with explicit Bulgarian pension metric intent. Required: metric, period.
get_bulgarian_pension_fund_nav_series(date_to, fund_id, date_from, frequency, scheme_code, manager_slug)- Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
get_bulgarian_pension_funds(active_only, scheme_code)- Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
get_bulgarian_pension_metrics_catalog- Alias for `list_metrics` so agents can semantically find available pension metrics.
get_holdings_reports_index(date_to, date_from, fund_type, manager_slug)- 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_series(date_to, fund_id, date_from, frequency, scheme_code, manager_slug)- 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_framework(document)- Return the full text of Bulgarian pension legal documents.
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_funds(active_only, scheme_code)- 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_reports(date_to, date_from, fund_type, manager_slug)- 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_managers(scheme_code)- 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_metrics- List all supported financial metric identifiers for MCP analytics tools.
rank(limit, order, metric, offset, period, window, frequency, scheme_code, benchmark_slug, risk_free_rate, include_metrics)- 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. Required: scheme_code, metric, period.
rank_benchmarks(limit, order, metric, offset, period, window, frequency, benchmark_slug, risk_free_rate, include_metrics)- Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations. Required: metric, period.
rank_bulgarian_pension_benchmarks_by_metric(limit, order, metric, offset, period, window, frequency, scheme_code, benchmark_slug, risk_free_rate, include_metrics)- Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery. Required: metric, period.
rank_bulgarian_pension_funds_by_metric(limit, order, metric, offset, period, window, frequency, scheme_code, benchmark_slug, risk_free_rate, include_metrics)- Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries. Required: scheme_code, metric, period.
read_holdings_report(date, fund_type, manager_slug, summary_only)- 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. Required: manager_slug, fund_type, date.
search_pension_law(query, document, max_results)- Search across Bulgarian pension legal framework documents. Required: query.
simulate_bulgarian_pension_saver_outcome(end_date, date_from, scheme_code, manager_slug, monthly_amount)- Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
simulate_saver_outcome(fund_id, end_date, start_date, scheme_code, manager_slug, monthly_contribution)- 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. Required: monthly_contribution, scheme_code.
Last successful function declaration observed on . Source: https://mcp.pensiata.me/mcp. We list what the server declared; we do not call any of these functions.
Endpoint status observed on . Source: https://mcp.pensiata.me/mcp.
Signals
These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.
| Signal | Value | What it measures | Window | Observed | Source |
|---|---|---|---|---|---|
| Latest published version | 1.0.0 | Latest version string the maintainer published to the registry. | as of fetch | Model Context Protocol | |
| Registry record last updated | 2026-03-05 | When the registry record was last updated by its maintainer. | point in time | Model Context Protocol | |
| First listed in the MCP Registry | 2026-03-05 | Date this server was first published to the official MCP Registry. Not a usage or quality measure. | point in time | Model Context Protocol | |
| mcp tools declared | 26 tools | Number of functions the server itself declared when asked to list them. This is what the server offers an agent, not a measure of how well any of them work. | as of probe | mcp.pensiata.me | |
| mcp endpoint status | ok | The server listed 26 functions when asked. | as of probe | mcp.pensiata.me |
Where to get it
This record as data
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