# Pensiata - Bulgarian Pension Fund Analytics

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

- name: io.github.nvasilevv/pensiata
- version: 1.0.0
- connection class: R0 (autonomous)
- trust: 86/100
- quality: 79/100 (good)
- owner: not claimed
- descriptor: https://api.protogrid.dev/v1/servers/io.github.nvasilevv%2Fpensiata
- tools: https://api.protogrid.dev/v1/servers/io.github.nvasilevv%2Fpensiata/tools

**An agent can connect right now, no human step.** Remote endpoint, no authentication, reachable on the last probe.

## Connection (mcpServers)

```json
{
  "mcpServers": {
    "pensiata": {
      "type": "http",
      "url": "https://mcp.pensiata.me/mcp"
    }
  }
}
```


## Trust

- hygiene: 100
- liveness: 100
- freshness: 45
- provenance: 90
- drivers: +repository +namespace-matches-repo +website +reachable +uptime-99% -stale-229d
- Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed.

## Quality 79/100 (good)

### protocol: 75 (weight 25)

- warn `protocol.modern`: newest supported version is 2025-11-25; 2026-07-28 not supported, older versions are deprecated until 2027-07-28
- n/a `protocol.stateless`: only applies to 2026-07-28 servers
- pass `protocol.transport`: streamable HTTP
- n/a `protocol.list_ttl`: only applies to 2026-07-28 servers

### authorization: n/a (weight 15)

- n/a `auth.prm`, `auth.as_metadata`, `auth.cimd`: no remote uses OAuth
- n/a `auth.secret_in_url`: no templated URL

### tool hygiene: 71 (weight 30)

- pass `tools.descriptions`: every tool has a description
- pass `tools.description_length`: descriptions are concise
- pass `tools.schemas`: every tool has an object input schema
- fail `tools.annotations`: no tool declares readOnlyHint or destructiveHint, so clients cannot tell safe calls from risky ones
- fail `tools.directory_hints`: no tool declares all four of readOnlyHint, destructiveHint, idempotentHint and openWorldHint; missing: cache_stats (readOnlyHint, destructiveHint, idempotentHint, openWorldHint); get_bulgarian_pension_benchmarks (readOnlyHint, destructiveHint, idempotentHint, openWorldHint); get_pension_legal_framework (readOnlyHint, destructiveHint, idempotentHint, openWorldHint); …
- pass `tools.token_cost`: about 4,012 tokens to load every tool
- pass `tools.api_dump`: tools are not a one-to-one API dump

### stability: 100 (weight 15)

- pass `stability.changes`: no tool changes in 30 days
- pass `stability.rug_pull`: no tool changed its meaning under the same name

### dependencies: n/a (weight 15)

- n/a `deps.known_vulns`, `deps.mcp_sdk_version`, `deps.resolvable`: no npm or PyPI package

- tools: 26, about 4,012 tokens to load them all
- tool set hash: 3d2a9a50d23531359fa8d59ab61937bb
- badge: [![protogrid quality](https://protogrid.dev/badge/io.github.nvasilevv/pensiata.svg)](https://protogrid.dev/servers/io.github.nvasilevv/pensiata)
- Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed.

### Tool changes

_No tool definition changes recorded._

## Remotes

- https://mcp.pensiata.me/mcp (streamable-http, auth none, reachable true, uptime30d 0.99159664)

## Packages

_none_

## Tools (26)

- `cache_stats`: Return MCP cache telemetry for diagnostics and performance debugging.
- `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.
- `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.
- `get_bulgarian_pension_benchmarks`: Alias for `list_benchmarks` with Bulgarian pension comparison context.
- `get_bulgarian_pension_benchmark_series`: Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
- `get_bulgarian_pension_fund_managers`: Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
- `get_bulgarian_pension_fund_metric`: Alias for `compute_metric` with explicit Bulgarian pension metric intent.
- `get_bulgarian_pension_fund_nav_series`: Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
- `get_bulgarian_pension_funds`: Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
- `get_bulgarian_pension_metrics_catalog`: Alias for `list_metrics` so agents can semantically find available pension metrics.
- `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`.
- `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.
- `get_pension_legal_framework`: Return the full text of Bulgarian pension legal documents.
- `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.
- `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.
- `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.
- `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.
- `list_metrics`: List all supported financial metric identifiers for MCP analytics tools.
- `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.
- `rank_benchmarks`: Rank benchmark assets by metric and period for market-context comparison.

Data freshness: rankings reflect latest ingested benchmark observations.
- `rank_bulgarian_pension_benchmarks_by_metric`: Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
- `rank_bulgarian_pension_funds_by_metric`: Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
- `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.
- `search_pension_law`: Search across Bulgarian pension legal framework documents.
- `simulate_bulgarian_pension_saver_outcome`: Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
- `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.
