# Lumonic — AI Connector

Lumonic publishes 24 MCP tools to Claude. Marketplace availability, tool surface, verification tier, and what Node8 measured against the live endpoint.

Source: https://node8.ai/ai-connectors/finance/lumonic/

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[AI Connectors](https://node8.ai/ai-connectors/) · [Finance](https://node8.ai/ai-connectors/finance/)

# Lumonic

Portfolio monitoring and reporting data from Lumonic

Listed in Claude · 24 published tools · Community-listed

[Claude connector docs](https://intercom.help/lumonic-590ad7677eae/en/articles/15183119-connect-lumonic-to-claude-with-mcp) [lumonic.com](https://www.lumonic.com/)

Overview

## What Lumonic does

Lumonic handles portfolio monitoring and reporting for private credit and equity investors. The connector describes a metadata-first path: discover the entities, fields, dimensions and metrics that exist, then build portfolio tables from them, summarize reporting status and identify companies with missing submissions.

Other listed capabilities cover validating LX expressions, generating refreshable Excel formulas and inspecting source context or traceback links back to where a figure originated. Twenty-four tools are published. Access is permission-aware, reaching only the Lumonic workspaces and data belonging to the authenticated user.

### Who it is for

Portfolio monitoring and reporting analysts at funds using Lumonic.

### Tool surface

The twenty-four published tools sit behind an authentication step, so the discovery-then-query pattern the listing describes was not confirmed at the endpoint.

Availability

## Where Lumonic is listed

Lumonic is listed in the Claude connectors directory only. Lumonic has no app under the same domain in the ChatGPT directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.

The MCP server behind a Claude connector is usually the same server a ChatGPT app would need, so the absence is a distribution decision rather than a technical one.

Claude listing

## In the Claude connectors directory

Lumonic publishes 24 tools to Claude, deeper than 75.5% of the 1,253 Claude-listed connectors.

The median Claude-listed connector filed under Finance publishes 12, so this one runs 12 tools above its bucket's median and ranks 38th of 159 by tool count.

It falls in the 21-50 tools band, which holds 20% of the Claude directory.

Lumonic publishes a remote MCP endpoint. Claude connects to it over HTTP; there is nothing to install locally.

Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.

Publisher

Lumonic

Verification

Community-listed (61.5% of the Claude directory)

Filed under

Financial Services

Endpoint

`https://mcp.lumonic.com/mcp`

Documentation

[Publisher setup docs](https://intercom.help/lumonic-590ad7677eae/en/articles/15183119-connect-lumonic-to-claude-with-mcp)

Published tools

24 · 21-50 tools band

Depth rank in Finance

38 of 159

Snapshot

August 2026

Lumonic is community-listed in the Claude directory, the tier 770 of 1,253 connectors sit in (61.5%). It is the default for a self-published server, and says nothing either way about quality.

In the publisher's words

## How Lumonic describes it

> 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.

Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.

Nearby

## Other Finance connectors

### [Clockwork](https://node8.ai/ai-connectors/finance/clockwork/)

Portfolio holdings, capital calls and IRR, MOIC, DPI and TVPI

Claude

### [Rho](https://node8.ai/ai-connectors/finance/rho/)

Rho account and transaction data for financial modelling

Claude

### [AgentCollect](https://node8.ai/ai-connectors/finance/agentcollect/)

Read-only questions about accounts receivable recovery data

ChatGPT

### [Airwallex Developer](https://node8.ai/ai-connectors/finance/airwallex-developer/)

Airwallex API documentation and sandbox testing for integration work

Claude

### [Aleph](https://node8.ai/ai-connectors/finance/aleph/)

Plain language questions across connected finance data

ChatGPT

### [Assurance Emprunteur Lemoine](https://node8.ai/ai-connectors/finance/assurance-emprunteur-lemoine/)

Loan insurance quotes under France's loi Lemoine

ChatGPT

[All 363 Finance connectors](https://node8.ai/ai-connectors/finance/)

This is an independent catalogue entry compiled by Node8 from Lumonic's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Lumonic, and inclusion here is not an endorsement.

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