# Pensiata - Bulgarian Pension Fund Analytics MCP server

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

## Links
- Registry page: https://www.getdrio.com/mcp/io-github-nvasilevv-pensiata
- Repository: https://github.com/nvasilevv/pensiata-mcp
- Website: https://pensiata.me

## Install
- Endpoint: https://mcp.pensiata.me/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://mcp.pensiata.me/mcp

## Tools
- 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 coverage. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- list_metrics - List all supported financial metric identifiers for MCP analytics tools. Endpoint: https://mcp.pensiata.me/mcp
- cache_stats - Return MCP cache telemetry for diagnostics and performance debugging. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- rank_benchmarks - Rank benchmark assets by metric and period for market-context comparison.

Data freshness: rankings reflect latest ingested benchmark observations. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_fund_managers - Alias for `list_managers` with explicit Bulgarian pension context for agent discovery. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_funds - Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_fund_nav_series - Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_benchmarks - Alias for `list_benchmarks` with Bulgarian pension comparison context. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_metrics_catalog - Alias for `list_metrics` so agents can semantically find available pension metrics. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_benchmark_series - Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF. Endpoint: https://mcp.pensiata.me/mcp
- get_bulgarian_pension_fund_metric - Alias for `compute_metric` with explicit Bulgarian pension metric intent. Endpoint: https://mcp.pensiata.me/mcp
- rank_bulgarian_pension_funds_by_metric - Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries. Endpoint: https://mcp.pensiata.me/mcp
- rank_bulgarian_pension_benchmarks_by_metric - Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery. Endpoint: https://mcp.pensiata.me/mcp
- simulate_bulgarian_pension_saver_outcome - Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics. Endpoint: https://mcp.pensiata.me/mcp
- 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 before loading specific ones
with `read_holdings_report`. Filter by manager, fund type, or date range. Endpoint: https://mcp.pensiata.me/mcp
- 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`. Endpoint: https://mcp.pensiata.me/mcp
- 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. Endpoint: https://mcp.pensiata.me/mcp
- get_pension_legal_framework - Return the full text of Bulgarian pension legal documents. Endpoint: https://mcp.pensiata.me/mcp
- search_pension_law - Search across Bulgarian pension legal framework documents. Endpoint: https://mcp.pensiata.me/mcp

## Resources
Not captured

## Prompts
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## Metadata
- Owner: io.github.nvasilevv
- Version: 1.0.0
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Mar 5, 2026
- Source: https://registry.modelcontextprotocol.io