Pensiata - Bulgarian Pension Fund Analytics
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Should I use this
Quality & Safety
Findings (10)
- LOWin get_pension_legal_framework
- LOWin get_bulgarian_pension_fund_managers
- LOWin get_bulgarian_pension_fund_nav_series
- LOWin get_bulgarian_pension_benchmarks
- LOWin get_bulgarian_pension_metrics_catalog
- LOWin get_bulgarian_pension_benchmark_series
- LOWin get_bulgarian_pension_fund_metric
- LOWin rank_bulgarian_pension_funds_by_metric
- LOWin rank_bulgarian_pension_benchmarks_by_metric
- LOWin simulate_bulgarian_pension_saver_outcome
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"pensiata": {
"url": "https://mcp.pensiata.me/mcp"
}
}
}Remote endpoints
https://mcp.pensiata.me/mcpstreamable-httpWhat it can do
Tool inventory
Tools (26)
🟢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.
Input Schema
{
"type": "object",
"properties": {
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢list_funds(scheme_code, active_only)
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.
Input Schema
{
"type": "object",
"properties": {
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"active_only": {
"default": true,
"type": "boolean"
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_nav_series(fund_id, manager_slug, scheme_code, date_from, date_to, ...)
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.
Input Schema
{
"type": "object",
"properties": {
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢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.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢list_metrics
List all supported financial metric identifiers for MCP analytics tools.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪cache_stats
Return MCP cache telemetry for diagnostics and performance debugging.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_benchmark_series(benchmark_slug, date_from, date_to, frequency)
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.
Input Schema
{
"type": "object",
"properties": {
"benchmark_slug": {
"type": "string"
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
}
},
"required": [
"benchmark_slug"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢compute_metric(metric, period, fund_id, manager_slug, scheme_code, ...)
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.
Input Schema
{
"type": "object",
"properties": {
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"additionalProperties": true,
"type": "object"
}
]
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_target_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
}
},
"required": [
"metric",
"period"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪rank(scheme_code, metric, period, benchmark_slug, order, ...)
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.
Input Schema
{
"type": "object",
"properties": {
"scheme_code": {
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"additionalProperties": true,
"type": "object"
}
]
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"order": {
"default": "desc",
"enum": [
"desc",
"asc"
],
"type": "string"
},
"limit": {
"default": 50,
"type": "integer"
},
"offset": {
"default": 0,
"type": "integer"
},
"include_metrics": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
}
},
"required": [
"scheme_code",
"metric",
"period"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪rank_benchmarks(metric, period, benchmark_slug, order, limit, ...)
Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
Input Schema
{
"type": "object",
"properties": {
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"additionalProperties": true,
"type": "object"
}
]
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"order": {
"default": "desc",
"enum": [
"desc",
"asc"
],
"type": "string"
},
"limit": {
"default": 50,
"type": "integer"
},
"offset": {
"default": 0,
"type": "integer"
},
"include_metrics": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
}
},
"required": [
"metric",
"period"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪simulate_saver_outcome(monthly_contribution, scheme_code, manager_slug, fund_id, start_date, ...)
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.
Input Schema
{
"type": "object",
"properties": {
"monthly_contribution": {
"type": "number"
},
"scheme_code": {
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"start_date": {
"default": "2005-01-01",
"type": "string"
},
"end_date": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"required": [
"monthly_contribution",
"scheme_code"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_fund_managers(scheme_code)
Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
Input Schema
{
"type": "object",
"properties": {
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_funds(scheme_code, active_only)
Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
Input Schema
{
"type": "object",
"properties": {
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"active_only": {
"default": true,
"type": "boolean"
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_fund_nav_series(fund_id, manager_slug, scheme_code, date_from, date_to, ...)
Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
Input Schema
{
"type": "object",
"properties": {
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_benchmarks
Alias for `list_benchmarks` with Bulgarian pension comparison context.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_metrics_catalog
Alias for `list_metrics` so agents can semantically find available pension metrics.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_benchmark_series(benchmark_slug, date_from, date_to, frequency)
Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
Input Schema
{
"type": "object",
"properties": {
"benchmark_slug": {
"type": "string"
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
}
},
"required": [
"benchmark_slug"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_bulgarian_pension_fund_metric(metric, period, fund_id, manager_slug, scheme_code, ...)
Alias for `compute_metric` with explicit Bulgarian pension metric intent.
Input Schema
{
"type": "object",
"properties": {
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"additionalProperties": true,
"type": "object"
}
]
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_target_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
}
},
"required": [
"metric",
"period"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪rank_bulgarian_pension_funds_by_metric(scheme_code, metric, period, benchmark_slug, order, ...)
Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
Input Schema
{
"type": "object",
"properties": {
"scheme_code": {
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"additionalProperties": true,
"type": "object"
}
]
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"order": {
"default": "desc",
"enum": [
"desc",
"asc"
],
"type": "string"
},
"limit": {
"default": 50,
"type": "integer"
},
"offset": {
"default": 0,
"type": "integer"
},
"include_metrics": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
}
},
"required": [
"scheme_code",
"metric",
"period"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪rank_bulgarian_pension_benchmarks_by_metric(metric, period, benchmark_slug, order, limit, ...)
Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
Input Schema
{
"type": "object",
"properties": {
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"additionalProperties": true,
"type": "object"
}
]
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"order": {
"default": "desc",
"enum": [
"desc",
"asc"
],
"type": "string"
},
"limit": {
"default": 50,
"type": "integer"
},
"offset": {
"default": 0,
"type": "integer"
},
"include_metrics": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"default": "upf",
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
}
},
"required": [
"metric",
"period"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}⚪simulate_bulgarian_pension_saver_outcome(manager_slug, scheme_code, monthly_amount, date_from, end_date)
Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
Input Schema
{
"type": "object",
"properties": {
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"default": "upf",
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
"monthly_amount": {
"default": 200,
"type": "number"
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"end_date": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢list_holdings_reports(manager_slug, fund_type, date_from, date_to)
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.
Input Schema
{
"type": "object",
"properties": {
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_holdings_reports_index(manager_slug, fund_type, date_from, date_to)
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`.
Input Schema
{
"type": "object",
"properties": {
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢read_holdings_report(manager_slug, fund_type, date, 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.
Input Schema
{
"type": "object",
"properties": {
"manager_slug": {
"type": "string",
"description": "Manager identifier (e.g., 'dskrodina', 'allianz', 'doverie')"
},
"fund_type": {
"type": "string",
"description": "Fund type code (e.g., 'upf', 'ppf', 'dpf')"
},
"date": {
"type": "string",
"description": "Report date in YYYY-MM-DD format"
},
"summary_only": {
"default": false,
"type": "boolean",
"description": "If True, return only parsed metadata (allocation, exposure, top holdings)"
}
},
"required": [
"manager_slug",
"fund_type",
"date"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢get_pension_legal_framework(document)
Return the full text of Bulgarian pension legal documents.
Input Schema
{
"type": "object",
"properties": {
"document": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional filter – \"ordinance_9\", \"ordinance_33\", or \"kso\".\n If omitted, returns all available documents."
}
},
"additionalProperties": false
}Output Schema
{
"type": "object",
"additionalProperties": true
}🟢search_pension_law(query, document, max_results)
Search across Bulgarian pension legal framework documents.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search term (e.g., \"чл. 175\", \"equity limits\", \"инвестиционни ограничения\")."
},
"document": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional filter to search only one document."
},
"max_results": {
"default": 10,
"type": "integer",
"description": "Maximum number of matching sections to return (default 10)."
}
},
"required": [
"query"
],
"additionalProperties": false
}Output Schema
{
"type": "object",
"properties": {
"result": {
"items": {
"additionalProperties": true,
"type": "object"
},
"type": "array"
}
},
"required": [
"result"
],
"x-fastmcp-wrap-result": true
}Community
Evidence