Lumonic
Partner, reviewedAnalyze portfolio data and reporting in Claude
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
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.
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.