Lumonic
Claude connectorAnalyze portfolio data and reporting in Claude
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
Rank by trending score
Popularity score
Trending score
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 services172nd of 1,227 by popularity · 335th of 531 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 170 |  Cognitive Credit | 11,129 | 13,815 #359 | 28places down |
| 171 |  Longbridge | 11,125 | 21,132 #209 | 49places down |
| 172 | 11,088 | 15,003 #335 | 52places down | |
| 173 | 11,055 | 8,225 #469 | 42places down | |
| 174 |  Jump | 11,012 | 30,008 #106 | 12places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 333 | 15,106 | 7,295 #405 | 174places up | |
| 334 | 15,092 | 7,741 #370 | 1,457places down | |
| 335 | 15,003 | 11,088 #172 | 320places down | |
| 336 | 14,992 | 13,747 #70 | 301places down | |
| 337 | 14,949 | 5,492 #589 | — |
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 24Show fewer
- users_list_entity_team
- reporting_entity_status
- reporting_period_summary
- reporting_reminder_targets
- skills_list
- skills_read
Prompts
- build_lumonic_workbook
- Categories
- 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
- Sponsorship
- Promote this connector