Lumonic

Finance and Trading · by Lumonic · Verified

Connector Analyze portfolio data and reporting in Claude

Install

In Claude, open Settings, then Connectors.
Find Lumonic in the directory, or choose Add custom connector and paste the URL below.
Sign in to Lumonic and review what it asks to reach.

Connector URL

https://mcp.lumonic.com/mcp

Claude Code

claude mcp add --transport http lumonic https://mcp.lumonic.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

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
users_list_entity_team
reporting_entity_status
reporting_period_summary
reporting_reminder_targets
skills_list
skills_read

24 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: Lumonic
Runs: Remote server
Works in: Claude, Claude Code, Claude Desktop
Sign-in: Required
Source: Verified