# Pensiata - Bulgarian Pension Fund Analytics (remote · mcp.pensiata.me)

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

- Trust score: 63/100 (medium)
- Change this week: +5
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-04

## Components

- remote · `mcp.pensiata.me`: 63/100 (this document), [markdown](https://verifymcp.io/servers/nvasilevv-pensiata/mcp.md), [page](https://verifymcp.io/servers/nvasilevv-pensiata/mcp)

## Channel facts

- Endpoint: `https://mcp.pensiata.me/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `1.0.0`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-04.

- **Endpoint Security**: 57/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation not fully verified: no authorisation is required to call this server, and 26 tool(s) never declared a destructiveHint. The MCP spec treats an absent hint as destructive by default, so we cannot call this surface safe.
  - HTTPS is enforced; there's no plaintext access path.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 66/100
  - AI-judged instruction clarity (good).
  - Tool/resource definitions use about 2066 tokens (~79/item across 26 items; 26 tools + 0 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 30/100
  - Stability observed for 9 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 73/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 7% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add --transport http nvasilevv-pensiata https://mcp.pensiata.me/mcp
```

### Codex

```toml
[mcp_servers.nvasilevv-pensiata]
url = "https://mcp.pensiata.me/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "nvasilevv-pensiata": {
      "type": "remote",
      "url": "https://mcp.pensiata.me/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add nvasilevv-pensiata --url https://mcp.pensiata.me/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  nvasilevv-pensiata:
    url: "https://mcp.pensiata.me/mcp"
```

### Other

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

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-04 (score 63, +1)

No change was recorded against any check on this day. Stability & Change Management went from 27 to 30. That category is still filling its 30-day observation window: 8 days of observed history at the previous scan, 9 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-08-02 (score 62, +1)

No change was recorded against any check on this day. Stability & Change Management went from 20 to 23. That category is still filling its 30-day observation window: 6 days of observed history at the previous scan, 7 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-31 (score 61, +2)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-29 (score 59, +1)

No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-28 (score 58, +1)

No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-27 (score 57, 0)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-26 (score 57)

First indexed and scored.

## MCP tools (26)

### `list_managers` (~74 tokens)

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 parameters:

- `scheme_code`

### `list_funds` (~90 tokens)

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 parameters:

- `active_only` (boolean)
- `scheme_code`

### `get_nav_series` (~110 tokens)

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 parameters:

- `date_from`
- `date_to`
- `frequency` (string)
- `fund_id`
- `manager_slug`
- `scheme_code`

### `list_benchmarks` (~61 tokens)

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_metrics` (~19 tokens)

List all supported financial metric identifiers for MCP analytics tools.

### `cache_stats` (~18 tokens)

Return MCP cache telemetry for diagnostics and performance debugging.

### `get_benchmark_series` (~81 tokens)

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 parameters:

- `benchmark_slug` (string, required)
- `date_from`
- `date_to`
- `frequency` (string)

### `compute_metric` (~132 tokens)

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 parameters:

- `benchmark_slug`
- `benchmark_target_slug`
- `frequency` (string)
- `fund_id`
- `manager_slug`
- `metric` (string, required)
- `period` (required)
- `risk_free_rate`
- `risk_free_slug`
- `scheme_code`
- `window`

### `rank` (~130 tokens)

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 parameters:

- `benchmark_slug`
- `frequency` (string)
- `include_metrics`
- `limit` (integer)
- `metric` (string, required)
- `offset` (integer)
- `order` (string)
- `period` (required)
- `risk_free_rate`
- `scheme_code` (string, required)
- `window`

### `rank_benchmarks` (~97 tokens)

Rank benchmark assets by metric and period for market-context comparison.

Data freshness: rankings reflect latest ingested benchmark observations.

Input parameters:

- `benchmark_slug`
- `frequency` (string)
- `include_metrics`
- `limit` (integer)
- `metric` (string, required)
- `offset` (integer)
- `order` (string)
- `period` (required)
- `risk_free_rate`
- `window`

### `simulate_saver_outcome` (~95 tokens)

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 parameters:

- `end_date`
- `fund_id`
- `manager_slug`
- `monthly_contribution` (number, required)
- `scheme_code` (string, required)
- `start_date` (string)

### `get_bulgarian_pension_fund_managers` (~39 tokens)

Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.

Input parameters:

- `scheme_code`

### `get_bulgarian_pension_funds` (~53 tokens)

Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.

Input parameters:

- `active_only` (boolean)
- `scheme_code`

### `get_bulgarian_pension_fund_nav_series` (~72 tokens)

Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.

Input parameters:

- `date_from`
- `date_to`
- `frequency` (string)
- `fund_id`
- `manager_slug`
- `scheme_code`

### `get_bulgarian_pension_benchmarks` (~30 tokens)

Alias for `list_benchmarks` with Bulgarian pension comparison context.

### `get_bulgarian_pension_metrics_catalog` (~31 tokens)

Alias for `list_metrics` so agents can semantically find available pension metrics.

### `get_bulgarian_pension_benchmark_series` (~68 tokens)

Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.

Input parameters:

- `benchmark_slug` (string, required)
- `date_from`
- `date_to`
- `frequency` (string)

### `get_bulgarian_pension_fund_metric` (~98 tokens)

Alias for `compute_metric` with explicit Bulgarian pension metric intent.

Input parameters:

- `benchmark_slug`
- `benchmark_target_slug`
- `frequency` (string)
- `fund_id`
- `manager_slug`
- `metric` (string, required)
- `period` (required)
- `risk_free_rate`
- `risk_free_slug`
- `scheme_code`
- `window`

### `rank_bulgarian_pension_funds_by_metric` (~110 tokens)

Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.

Input parameters:

- `benchmark_slug`
- `frequency` (string)
- `include_metrics`
- `limit` (integer)
- `metric` (string, required)
- `offset` (integer)
- `order` (string)
- `period` (required)
- `risk_free_rate`
- `scheme_code` (string, required)
- `window`

### `rank_bulgarian_pension_benchmarks_by_metric` (~106 tokens)

Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.

Input parameters:

- `benchmark_slug`
- `frequency` (string)
- `include_metrics`
- `limit` (integer)
- `metric` (string, required)
- `offset` (integer)
- `order` (string)
- `period` (required)
- `risk_free_rate`
- `scheme_code` (string)
- `window`

### `simulate_bulgarian_pension_saver_outcome` (~67 tokens)

Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.

Input parameters:

- `date_from`
- `end_date`
- `manager_slug`
- `monthly_amount` (number)
- `scheme_code` (string)

### `list_holdings_reports` (~103 tokens)

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 parameters:

- `date_from`
- `date_to`
- `fund_type`
- `manager_slug`

### `get_holdings_reports_index` (~90 tokens)

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 parameters:

- `date_from`
- `date_to`
- `fund_type`
- `manager_slug`

### `read_holdings_report` (~157 tokens)

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 parameters:

- `date` (string, required): Report date in YYYY-MM-DD format
- `fund_type` (string, required): Fund type code (e.g., 'upf', 'ppf', 'dpf')
- `manager_slug` (string, required): Manager identifier (e.g., 'dskrodina', 'allianz', 'doverie')
- `summary_only` (boolean): If True, return only parsed metadata (allocation, exposure, top holdings)

### `get_pension_legal_framework` (~55 tokens)

Return the full text of Bulgarian pension legal documents.

Input parameters:

- `document`: Optional filter – "ordinance_9", "ordinance_33", or "kso".       If omitted, returns all available documents.

### `search_pension_law` (~80 tokens)

Search across Bulgarian pension legal framework documents.

Input parameters:

- `document`: Optional filter to search only one document.
- `max_results` (integer): Maximum number of matching sections to return (default 10).
- `query` (string, required): Search term (e.g., "чл. 175", "equity limits", "инвестиционни ограничения").

Output parameters:

- `result` (array)

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/nvasilevv-pensiata/mcp#diagnostics

## Score history

- 2026-08-04: 63
- 2026-08-03: 62
- 2026-08-02: 62
- 2026-08-01: 61
- 2026-07-31: 61
- 2026-07-30: 59
- 2026-07-29: 59
- 2026-07-28: 58
- 2026-07-27: 57
- 2026-07-26: 57

## Links

- Remote endpoint: https://mcp.pensiata.me/mcp
- Repository: https://github.com/nvasilevv/pensiata-mcp
- Website: https://pensiata.me/
- Changelog RSS feed: https://verifymcp.io/servers/nvasilevv-pensiata/mcp/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/nvasilevv-pensiata/mcp/changelog.json
- HTML version of this page: https://verifymcp.io/servers/nvasilevv-pensiata/mcp