Lumonic (Claude)

Unverified

Analyze portfolio data and reporting in Claude

About Lumonic (Claude) MCP Server

Lumonic connects Claude to permission-aware portfolio monitoring and reporting data. Use it to discover entities, fields, dimensions, and metrics; build portfolio tables; summarize reporting status; identify missing submissions; validate LX expressions; generate refreshable Excel formulas; and inspect source context or traceback links. Claude can only access the Lumonic workspaces and data available to the authenticated user.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/lumonic. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.lumonic.com/mcp. Sign-in: Required. Publisher documentation: https://intercom.help/lumonic-590ad7677eae/en/articles/15183119-connect-lumonic-to-claude-with-mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (24)
Functions this server exposes to AI clients

dimensions_list

discovery_search_properties

entities_list

entities_list_related

excel_formulas_validate

excel_functions_list

lx_resolve

lx_traceback_url

lx_validate

namespaces_list

namespaces_list_relationships

reporting_entity_status

reporting_period_summary

reporting_reminder_targets

resources_list

resources_read

schema_groups_list

schema_list_properties

skills_list

skills_read

users_list_cluster_team

users_list_entity_team

views_render_table

views_table_query_guide

Compatible With
Claude
Claude Code
Claude Desktop