Worker's current fund allocation

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://docs.getpenfold.dev/mcp

Standard setup for AI tools providing an mcp.json file

{
  "Penfold Partner API MCP server": {
    "url": "https://docs.getpenfold.dev/mcp"
  }
}

GET /employers/{employer_id}/employees/{employee_id}/fund_allocation

O auth2 client credentials

Worker's current fund allocation. Read-only. This reflects the allocation the worker is invested in, not an in-flight fund switch.

Path parameters

employer_id string Required
employee_id string Required

Responses

200 application/json

Fund allocation retrieved successfully.
Hide response attributes Show response attributes object
- id string Required
  
  Penfold fund allocation id.
- name string Required
  
  Display name (e.g. "Penfold Growth", "Penfold Balance").
- description string | null
- provider string | null
  
  Fund manager or provider label.
- risk_level integer | null
  
  Standardised risk scale (TBD).
- management_fee_percent number | null
  
  Annual management fee as a percentage.
- asset_allocation array[object] | null
  
  Hide asset_allocation attributes Show asset_allocation attributes object
  
  asset_class string Required
  
  percent number Required
  
  Minimum value is 0, maximum value is 100.
- asset_allocation_as_of_date string(date) | null
  
  Date the asset allocation breakdown was last updated.
401 application/json

Unauthorized.
Hide response attribute Show response attribute object
- error string
  
  A descriptive error message.
404 application/json

Employee or employer not found.
Hide response attribute Show response attribute object
- error string
  
  A descriptive error message.

GET /employers/{employer_id}/employees/{employee_id}/fund_allocation

curl \
 --request GET 'https://payroll-api.getpenfold.dev/v4/employers/{employer_id}/employees/{employee_id}/fund_allocation' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "id": "string",
  "name": "string",
  "description": "string",
  "provider": "string",
  "risk_level": 42,
  "management_fee_percent": 42.0,
  "asset_allocation": [
    {
      "asset_class": "string",
      "percent": 42.0
    }
  ],
  "asset_allocation_as_of_date": "2026-05-04"
}

Response examples (401)

{
  "error": "Bad request: invalid data provided."
}

Response examples (404)

{
  "error": "Bad request: invalid data provided."
}