FOR LUMONIC CUSTOMERS
Open your MCP settings ↗
Chat with portfolio data—every number traced from the source
Trust and audit the data behind every answer — in the AI your team already uses.
What is MCP?
MCP (Model Context Protocol) is the open standard that gives Claude, ChatGPT, and any MCP-enabled model read access to your Lumonic account: financials, cash flows, covenants, reporting status, and entities. Every number carries a traceback to its source document.
MCP (Model Context Protocol) is the open standard that gives Claude, ChatGPT, and any MCP-enabled model read access to your Lumonic account: financials, cash flows, covenants, reporting status, and entities. Every number carries a traceback to its source document.
Ask like you’d ask an analyst
Get real outputs at the speed of typing. Each workflow built on structured data with every number traced to its source.
Get real outputs at the speed of typing. Each workflow built on structured data with every number traced to its source.
Numbers you can defend
Lumonic extracts every number from source documents with automated health checks. Covenant and EBITDA definitions are codified, with each figure linking directly back to the source document.
Lumonic extracts every number from source documents with automated health checks. Covenant and EBITDA definitions are codified, with each figure linking directly back to the source document.
Fast to build. Easy to audit.
Ask for a workbook and the MCP writes live Lumonic formulas straight into Excel. The numbers refresh on their own, and every value traces back to its source, so the file you build today still holds up next quarter.
Ask for a workbook and the MCP writes live Lumonic formulas straight into Excel. The numbers refresh on their own, and every value traces back to its source, so the file you build today still holds up next quarter.
Start from the MCP library
Proven prompts and finished artifacts, organized by asset class. Use one in Claude or ChatGPT and run it on your own portfolio.
FAQ
In Claude, add Lumonic from the connector directory. In ChatGPT or any MCP client, add a custom connector pointed at mcp.lumonic.com/mcp, then sign in with your Lumonic credentials.
No. It works with Claude, ChatGPT, and any client that supports MCP. Claude appears in our demos because it’s what we use day to day.
No. Your data in Lumonic stays exactly as it is.
No. The MCP retains nothing, and your data stays governed by your agreement with your AI provider.
It’s included for Lumonic customers.
You can still work in Excel; the MCP writes live Lumonic formulas into your workbook so the numbers refresh and stay traceable instead of going stale on paste.
Security
Queries pass through; nothing is stored.
Users see only what their Lumonic role allows. An admin enables the connector for the firm.
Whether your firm uses Claude, ChatGPT, or another MCP client, data handling follows the terms you already have with that provider.
Start with the security overview at lumonic.com/security.
Where’s leverage after the add-on?
Where’s leverage after the add-on?
Who’s off plan by more than 20%?
Who’s off plan by more than 20%?
Who’s under six months of cash?
Who’s under six months of cash?
Did the borrowing base move?
Did the borrowing base move?
How much headroom is left?
How much headroom is left?
Where’s EBITDA vs budget?
Where’s EBITDA vs budget?
Which KPIs missed plan?
Which KPIs missed plan?
Which marks moved?
Which marks moved?
Stop answering these by hand
Get the Lumonic MCP to answer them
Talk with us
Monitor portfolio data from the source—
across every asset class.
© 2026 Lumonic Inc., a PitchBook company.
© 2026 Lumonic Inc., a PitchBook company.