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).
- effective_annual_fee_percent number Required
  
  Combined effective annual fee percentage (Penfold administration fee plus fund manager charge), weighted by the worker's current pot value and tier thresholds. Matches the rate shown in the member app fund wizard.
- 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, or fund allocation is not available for the employee.
Hide response attribute Show response attribute object
- error string
  
  A descriptive error message.
405 application/json

Method not allowed
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,
  "effective_annual_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."
}

Response examples (405)

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