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
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