Lumonic connects your AI 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.
MCP connector
Server URL
https://mcp.lumonic.com/mcp
Login
OAuth
Tools
Reads data22
Changes data2
Skills
None in the store listings. The server needs sign-in, so we could not check it