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Lumonic MCP Server
MCP server from Lumonic, a Morningstar company, providing audit-ready portfolio data to AI assistants for private credit, private equity and venture capital workflows. Connects Claude, ChatGPT and any MCP-enabled assistant to a firm's Lumonic workspace with read-only access to periodic financials, covenant status, reporting status and tracked KPIs. Every AI-returned figure links back to its exact source cell for full auditability. Includes an MCP Library with tested prompts and downloadable artifacts for PE, VC and private credit workflows. Announced July 23, 2026.
MCP unverified
Integration
| Transport | http |
| Auth | api-key |
| Endpoint | Lumonic MCP Server |
Use Cases
| 01 | Query covenant status, periodic financials and reporting gaps across a private credit portfolio through Claude or ChatGPT connected to Lumonic via MCP with every figure traced back to its source cell |
| 02 | Enable private equity and venture capital teams to ask natural language questions about portfolio company KPIs, financial submissions and compliance status through AI assistants connected to their Lumonic workspace |
| 03 | Build audit-ready portfolio review workflows where AI agents pull live fund data from Lumonic and generate standardized reports with full data provenance for LP reporting and compliance |
Tags
private-credit private-equity venture-capital portfolio-data financial-analytics morningstar audit-trail enterprise
Machine-readable: /api/servers.json
· JSON-LD schema embedded in <head>