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Lumonic

Claude connectorPartner — verified

Analyze portfolio data and reporting in Claude

View in Claude directory
Tools
24

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#913of 5,1832places down24h26places down7d
#808#837#866#895Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Rank by trending score

#1099of 2,45425places down24h170places down7d
#903#983#1,063#1,143Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Popularity score

10,755+724h+1697d
10,15810,32110,48410,647Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Trending score

32,694−10424h+1,3907d
22,93425,62528,31631,007Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

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 services147th of 691 by popularity · 168th of 364 by trending score
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All 695 Financial services connectors

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

  • 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