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PensionPro

السجل الرسمي أخرى

MCP server for the PensionPro pension administration REST API.

الشيفرة المصدرية التوثيق

ماذا يمكنك أن تفعل مع PensionPro؟

  • Plan Lookup & Search — Search plans by name, status, type, or client. Get comprehensive plan details with contacts, cycles, and fee schedules.
  • Project & Task Workflow — Search projects, view task details, complete/uncomplete tasks, reassign tasks, and create projects from templates.
  • Client & Contact Lookup — Search clients and contacts, view client details with associated plans.
  • To-Do Management — Search, create, and update to-dos linked to plans, projects, or contacts.
  • Notes — Add and retrieve notes on plans, projects, tasks, and contacts.

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

PYPI package pension-pro-mcp
Claude Code 
claude mcp add pensionpro -e 'PENSION_PRO_API_KEY=<your pension_pro_api_key>' -e 'PENSION_PRO_USERNAME=<PENSION_PRO_USERNAME>' -- uvx pension-pro-mcp==0.2.1
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "pensionpro": {
            "command": "uvx",
            "args": [
                "pension-pro-mcp==0.2.1"
            ],
            "env": {
                "PENSION_PRO_API_KEY": "<your pension_pro_api_key>",
                "PENSION_PRO_USERNAME": "<PENSION_PRO_USERNAME>"
            }
        }
    }
}

متغيرات البيئة

  • PENSION_PRO_API_KEY إلزامي سري Your PensionPro API key
  • PENSION_PRO_USERNAME إلزامي Your PensionPro username

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. PensionPro MCP Server
  2. Features
  3. Prerequisites
  4. Installation
  5. Configuration
  6. Available Tools
  7. Development
  8. License

PensionPro MCP Server

A local, open-source MCP server that provides AI assistants with tools to interact with the PensionPro REST API.

Features

  • Plan Lookup & Search — Search plans by name, status, type, or client. Get comprehensive plan details with contacts, cycles, and fee schedules.
  • Project & Task Workflow — Search projects, view task details, complete/uncomplete tasks, reassign tasks, and create projects from templates.
  • Client & Contact Lookup — Search clients and contacts, view client details with associated plans.
  • To-Do Management — Search, create, and update to-dos linked to plans, projects, or contacts.
  • Notes — Add and retrieve notes on plans, projects, tasks, and contacts.

Prerequisites

  • Python 3.12+
  • A PensionPro API key and username

Installation

Install from PyPI:

pip install pension-pro-mcp

Or run directly with uvx (no install required):

uvx pension-pro-mcp

Configuration

Set the following environment variables:

export PENSION_PRO_API_KEY=your_api_key
export PENSION_PRO_USERNAME=your_username
Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "pension-pro": {
      "command": "uvx",
      "args": ["pension-pro-mcp"],
      "env": {
        "PENSION_PRO_API_KEY": "your_api_key",
        "PENSION_PRO_USERNAME": "your_username"
      }
    }
  }
}
Claude Code

Add to your project's .mcp.json:

{
  "mcpServers": {
    "pension-pro": {
      "command": "uvx",
      "args": ["pension-pro-mcp"],
      "env": {
        "PENSION_PRO_API_KEY": "your_api_key",
        "PENSION_PRO_USERNAME": "your_username"
      }
    }
  }
}

Available Tools

ToolDescription
search_plansSearch and filter plans by name, status, type, or client
get_plan_detailsGet plan with contacts, cycles, services, investments, fees
get_plan_projectsGet projects for a plan with task completion summaries
search_projectsSearch and filter projects by status, type, or plan
get_project_detailsGet project with task groups, tasks, participants, notes, and files
get_task_detailsGet a single task with state, assignment, and notes
complete_taskMark a task as complete
uncomplete_taskRevert a task to incomplete
reassign_taskReassign a task to a different employee
create_project_from_templateCreate a new project from a template
search_clientsSearch and filter clients by company name
get_client_detailsGet client with plans and notes
search_contactsSearch and filter contacts by name or client
search_todosSearch and filter to-dos
get_todoGet a to-do with its comments
create_todoCreate a new to-do linked to an entity
update_todoUpdate a to-do's details
add_noteAdd a note to a plan, project, task, or contact
get_notesGet notes for an entity
search_api_pathsSearch PensionPro API endpoints by keyword
get_api_endpointGet full details for a specific API endpoint
search_api_schemasSearch API data models/schemas by keyword
get_api_schemaGet the full definition of an API data model
search_help_articlesSearch PensionPro help center articles by keyword
get_help_articleGet the full content of a help article
list_help_sectionsList available help sections with article counts

Development

git clone https://github.com/douglaslinsmeyer/pension-pro-mcp.git
cd pension-pro-mcp
pip install -e ".[dev]"
pytest
Refreshing Help Articles

The bundled help articles can be refreshed from the PensionPro knowledge base:

python scripts/scrape_docs.py

License

MIT

الأسئلة الشائعة

ما هو PensionPro؟

MCP server for the PensionPro pension administration REST API.

كيف أثبّت PensionPro؟

يعمل على جهازك. في Claude Code: claude mcp add pensionpro -e 'PENSION_PRO_API_KEY=<your pension_pro_api_key>' -e 'PENSION_PRO_USERNAME=<PENSION_PRO_USERNAME>' -- uvx pension-pro-mcp==0.2.1. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج PensionPro إلى مفتاح API؟

نعم. يتطلب PENSION_PRO_API_KEY, PENSION_PRO_USERNAME، وتضبطها في إعداداته.

هل PensionPro مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون PensionPro؟

ينشره douglaslinsmeyer. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.