PensionPro
Let Claude Code query and act on PensionPro pension-plan data through the official REST API without hand-written integration glue.
Overview
PensionPro MCP is a MCP server for the Build phase that connects AI agents to the PensionPro pension administration REST API over stdio.
What is this MCP server?
- Stdio MCP server (PyPI package pension-pro-mcp v0.2.1) for PensionPro’s pension administration REST API
- Requires PENSION_PRO_API_KEY (secret) and PENSION_PRO_USERNAME environment variables
- Suited to TPAs, recordkeepers, and indie builders automating plan setup, census, or compliance workflows
- Agent-callable tools instead of one-off scripts for repeatable pension-admin tasks
- Finance-focused MCP integration, not a general coding skill
- Server schema version 0.2.1 on PyPI identifier pension-pro-mcp
- 2 required environment variables: PENSION_PRO_API_KEY (secret) and PENSION_PRO_USERNAME
- Transport: stdio only per server manifest
What problem does it solve?
Pension workflows live in PensionPro while your agent cannot safely reach that REST API without a dedicated bridge and credential handling.
Who is it for?
Solo or indie developers building agent tooling for PensionPro customers, TPAs, or internal benefits ops who already have API access.
Skip if: Builders with no PensionPro account, no API credentials, or needs outside US-style pension plan administration.
What do I get? / Deliverables
After you register the stdio server with API key and username, your agent can call PensionPro-backed tools instead of you writing and maintaining custom REST clients.
- Registered stdio MCP server talking to PensionPro REST endpoints
- Agent-invokable tools for pension-admin operations your API role allows
- Credential-backed workflow without embedding API keys in chat
Recommended MCP Servers
Journey fit
Canonical shelf is Build because the primary value is wiring an AI agent to an external pension-admin API during product or internal-tool setup. Integrations is the right subphase: this is a stdio MCP bridge over PensionPro’s REST API, not day-to-day ops monitoring.
How it compares
Pension-domain REST MCP bridge, not a general finance calculator or spreadsheet skill.
Common Questions / FAQ
Who is PensionPro MCP for?
Developers and operators who use PensionPro for pension plan administration and want Claude Code or similar agents to call the official REST API via MCP.
When should I use PensionPro MCP?
When you are automating plan-admin tasks, building internal copilots, or prototyping integrations that must read or update PensionPro data through authenticated API calls.
How do I add PensionPro MCP to my agent?
Install the PyPI package pension-pro-mcp, set PENSION_PRO_API_KEY and PENSION_PRO_USERNAME, then add a stdio MCP server entry pointing at that package in your agent’s MCP config.