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Live 31 Actions

Lumonic MCP Server
for AI Agents

Connect your AI agent to StackOne's Lumonic MCP server and give it 31 MCP tools out of the box. Auth, tool execution, and security all managed.

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Lumonic MCP Server
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31 Agent Actions

Agents can read, write and delete in Lumonic. Extend your agent's capabilities with custom actions.

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Lumonic MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Lumonic tool response scanned for prompt injection in milliseconds, with 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Lumonic call.

Tools Discovery →

What is the Lumonic MCP Server?

A Lumonic MCP server lets AI agents read and write Lumonic data through the Model Context Protocol, Anthropic's open standard for connecting LLMs to external tools. StackOne's Lumonic MCP server ships with 31 pre-built actions, fully extensible via the Connector Builder, plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Lumonic MCP Tools

Every StackOne action for Lumonic, ready for your agent. Read, write and delete, scoped to exactly what you need.

Documents

  • Import Documents

    Create documents from files already uploaded through /document-uploads/create.

  • List Documents

    Retrieve a list of documents based on query filters.

An Entitys

  • Create An Entity

    Create a new entity in the specified namespace.

  • Get An Entity

    Retrieve details of a specific entity by their unique ID.

  • Delete An Entity

    Delete a specific entity by its unique ID.

Periodic Field Values

  • Import Periodic Field Values

    Bulk import periodic field values into a cluster.

  • List Periodic Field Values

    Retrieve periodic field values based on various filter criteria such as entity IDs, effective dates, field IDs, modification and creation dates, scenario, and periodic type.

Static Field Values

  • Import Static Field Values

    Bulk import static field values into a cluster.

  • List Static Field Values

    Retrieve static field values based on various filter criteria such as entity IDs, field IDs, modification and creation dates, and scenario.

Other (22)

  • Import Cashflows

    Bulk import cashflows into the system.

  • Create Document Upload Targets

    Create pre-signed upload targets so files can be sent directly to storage, without passing through the Lumonic API.

  • Get A Covenant

    Retrieve details of a specific covenant by its unique ID.

  • List Covenants

    Retrieve a list of covenants based on query filters.

  • List Covenant Values

    Retrieve covenant values based on query filters.

  • List Deliverables

    Retrieve the recurring reporting obligations entities owe you, and the cadence of each.

  • List Tasks

    Retrieve a list of tasks and their derived status based on query filters.

  • Get A Document

    Retrieve details of a specific document by its unique ID.

  • Get A Document Tag

    Retrieve details of a specific document tag by its unique ID.

  • List Document Tags

    Retrieve a list of document tags based on query filters.

  • List Entities

    Retrieve a list of all entities.

  • Get A Periodic Field

    Retrieve details of a specific periodic field by their unique ID.

  • List Periodic Fields

    Retrieve a list of periodic fields based on query filters.

  • Get A Static Field

    Retrieve details of a specific static field by their unique ID.

  • List Static Fields

    Retrieve a list of static fields based on query filters.

  • Get A Formula

    Retrieve details of a specific formula by its unique ID, including its Lx expression in human-readable format.

  • List Formulas

    Retrieve a list of formulas based on query filters.

  • List Formula Values

    Retrieve formula values based on various filter criteria such as entity IDs, effective dates, formula IDs, and scenario.

  • Get A Namespace

    Retrieve details of a specific namespace by its unique ID.

  • List Namespaces

    Retrieve a list of namespaces based on query filters.

  • Get A Scenario

    Retrieve details of a specific field_scenario by their unique ID.

  • List Scenarios

    Retrieve a list of scenarios based on query filters.

Set Up Your Lumonic MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Lumonic in under 10 lines of code.

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

Lumonic MCP Server FAQ

Does StackOne have a Lumonic MCP server?
Yes. StackOne offers a hosted Lumonic MCP server with 31 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Lumonic MCP server vs direct API integration: what's the difference?
A Lumonic MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software work, where backend code calls Lumonic. A Lumonic MCP server is for AI agents that discover and call Lumonic at runtime, such as MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI. StackOne provides both.
How does Lumonic authentication work for AI agents?
Lumonic authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK to get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Lumonic account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Lumonic MCP tools vulnerable to prompt injection?
Yes. Lumonic MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content, such as documents, messages, tickets, records, or free-text fields, is a potential vector. StackOne Defender scans every tool response before it enters the agent's context. It runs regex patterns in ~1ms, then a MiniLM classifier in ~4ms. Accuracy is 88.7%, and it runs entirely on CPU.
What is the context bloat of a Lumonic agent and how do I avoid it?
Context bloat happens when Lumonic tool schemas and API responses eat your Lumonic agent's memory, preventing it from reasoning effectively. A single Lumonic query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery reduces it by loading only the tools relevant to each query.
Can I limit which actions my Lumonic agent can access?
Yes. You can limit which actions your Lumonic agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Lumonic MCP server?
Yes. You can create custom agent actions for your Lumonic MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Lumonic's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Lumonic MCP server?
Skip a Lumonic MCP server if your integration is purely software-to-software, because direct Lumonic API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Lumonic actions at runtime.
What AI frameworks and AI clients does the StackOne Lumonic MCP server support?
The StackOne Lumonic MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.