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Lumonic

Claude connectorPartner — verified

Analyze portfolio data and reporting in Claude

View in Claude directory

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.

Tools
24

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#1011of 7,2941places down24h65places down7d
#852#896#940#984Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

#1708of 3,07221places down24h162places down7d
#852#1,086#1,320#1,554Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Popularity score

11,013−324h+757d
10,36210,54110,72010,899Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

15,728024h+5427d
13,31918,92224,52530,128Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

In its category

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services165th of 990 by popularity · 266th of 446 by trending score
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All 998 Financial services connectors

Tools

  • namespaces_list
  • namespaces_list_relationships
  • entities_list
  • entities_list_related
  • dimensions_list
  • schema_groups_list
  • schema_list_properties
  • discovery_search_properties
  • resources_list
  • resources_read
  • lx_validate
  • lx_resolve
  • lx_traceback_url
  • views_table_query_guide
  • views_render_table
  • excel_functions_list
  • excel_formulas_validate
  • users_list_cluster_team
Show all 24
  • users_list_entity_team
  • reporting_entity_status
  • reporting_period_summary
  • reporting_reminder_targets
  • skills_list
  • skills_read

Prompts

  • build_lumonic_workbook
Categories
Made by
Lumonic · Website
Sign-in
Required
Connector URL
https://mcp.lumonic.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude Desktop, Claude Code
Acts on
Finances
Industry
Financial services
More info
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