Integration · Finance

Chat with Lumonic.

Analyze portfolio data and reporting in Lumonic. Ask in plain English, and get the answer with its source linked.

Create free account

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Read by default Changes on approval No index

It reads

Analyze portfolio data and reporting in Lumonic

It can change, with approval

At Read and change, it offers the tools Lumonic's own server lists as changes, and each one waits for your approval.

It never

Builds an index
Sees what you can't
Trains a model
Changes anything unasked

Read-only by default. Only your Lumonic.

It sees what your Lumonic account can see, and nothing more. Switch it to Read and change, and each change waits for your approval, shown exactly as it will run.

It reads through Lumonic's own MCP server, only when you ask. None of it trains a model. More on the security page.

Disconnect any time.

In Chat with Work: Settings, Connectors, Disconnect. Its tokens and what it cached are deleted.
Or pause it: A paused connector stays connected, but the assistant can't use it until you resume it.
More than one account: Connect each one, and name it. The assistant knows which is which, and each account keeps its own access level.