Summary
This server connects Claude to Bulgarian pension fund data across all three pillar II schemes (UPF, PPF, and DPF). You get tools to pull NAV time series, compute performance metrics like Sharpe ratio and CAGR, rank funds within a scheme, and compare against benchmarks including S&P 500, Euro Stoxx 600, and Bulgarian inflation. The compute_metric and rank tools handle the math for you, so you can ask Claude to analyze which funds outperformed over the last five years or compare volatility across managers without writing your own calculations. Useful if you're analyzing Bulgarian retirement accounts or building reports on regional pension performance. Data goes back to 2005 for some funds, all in BGN.
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Pensiata MCP Server
A Model Context Protocol server providing analytics for Bulgarian pension funds — covering all three pillar II schemes (UPF, PPF, DPF).
Hosted at: https://mcp.pensiata.me/mcp (streamable HTTP transport)
Connect
Add to your MCP client configuration:
{
"mcpServers": {
"pensiata": {
"type": "streamable-http",
"url": "https://mcp.pensiata.me/mcp"
}
}
}
No API key required.
Tools
list_managers
List pension fund management companies with AUM and supported schemes.
| Parameter | Type | Description |
|---|---|---|
scheme_code | upf | ppf | dpf (optional) | Filter by scheme |
list_funds
List individual funds with metadata.
| Parameter | Type | Description |
|---|---|---|
scheme_code | upf | ppf | dpf (optional) | Filter by scheme |
active_only | bool (default: true) | Only active funds |
get_nav_series
Retrieve NAV (Net Asset Value) time series for one or more funds.
| Parameter | Type | Description |
|---|---|---|
fund_id | string (optional) | e.g. allianz:upf |
manager_slug | string (optional) | All funds for a manager |
scheme_code | upf | ppf | dpf (optional) | All funds in a scheme |
frequency | daily | weekly | monthly | Default: daily |
date_from | string (optional) | Start date (YYYY-MM-DD) |
date_to | string (optional) | End date (YYYY-MM-DD) |
compute_metric
Compute a performance metric for one or more funds over a given period.
| Parameter | Type | Description |
|---|---|---|
metric | string | Metric name (see below) |
period | string or object | e.g. "5y", "10y", "ytd", or {"date_from": "...", "date_to": "..."} |
fund_id | string (optional) | Specific fund |
manager_slug | string (optional) | All funds for a manager |
scheme_code | upf | ppf | dpf (optional) | All funds in a scheme |
benchmark_slug | string (optional) | Benchmark or fund ID for relative metrics |
frequency | daily | weekly | monthly | Default: daily |
risk_free_rate | number (optional) | Override risk-free rate |
risk_free_slug | string (optional) | Benchmark to use as risk-free rate |
rank
Rank funds within a scheme by any metric.
| Parameter | Type | Description |
|---|---|---|
scheme_code | upf | ppf | dpf | Required |
metric | string | Metric to rank by |
period | string or object | Time period |
order | desc | asc | Default: desc |
include_metrics | string[] (optional) | Additional metrics in output |
benchmark_slug | string (optional) | For relative metrics |
limit | int | Default: 50 |
offset | int | Default: 0 |
list_benchmarks
List available benchmark indices (S&P 500, Euro Stoxx 600, Gold, BG Inflation, etc.).
get_benchmark_series
Retrieve benchmark time series.
| Parameter | Type | Description |
|---|---|---|
benchmark_slug | string | e.g. sp500, bg_inflation, gold |
frequency | daily | weekly | monthly | Default: daily |
date_from | string (optional) | Start date |
date_to | string (optional) | End date |
list_metrics
List all available metric names.
Available Metrics
| Metric | Description |
|---|---|
return_total | Cumulative total return |
cagr | Compound annual growth rate |
real_cagr | Inflation-adjusted CAGR |
ytd_return | Year-to-date return |
volatility_ann | Annualized volatility |
downside_volatility_ann | Annualized downside volatility |
max_drawdown | Maximum drawdown |
sharpe | Sharpe ratio |
sortino | Sortino ratio |
calmar | Calmar ratio |
information_ratio | Information ratio (vs benchmark) |
tracking_error_ann | Annualized tracking error |
excess_return | Excess return vs benchmark |
correlation | Correlation with benchmark or another fund |
ulcer_index | Ulcer index |
consistency_score | Return consistency score |
Available Benchmarks
| Slug | Description |
|---|---|
sp500 | S&P 500 (USD) |
eurostoxx600 | STOXX Europe 600 (USD) |
gold | Gold (USD) |
bg_inflation | Bulgarian CPI Inflation |
us10y_gov_bond | US 10Y Government Bond (USD) |
de10y_gov_bond | German 10Y Government Bond (EUR) |
Coverage
- Schemes: UPF (Universal Pension Fund), PPF (Professional Pension Fund), DPF (Voluntary Pension Fund)
- Managers: 10 active + 2 historical pension management companies
- Data: Daily NAV data, some funds dating back to 2005
- Currency: BGN
Website
License
MIT
Featured
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Registryactive
TransportHTTP
UpdatedMar 5, 2026
