Lumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI Assistants
Lumonic, a PitchBook and Morningstar company, launched its Model Context Protocol (MCP) server, enabling AI assistants like ChatGPT and Claude to query audit-ready portfolio data with source-linked verification. The update introduces a library of tested prompts for private credit and equity workflows, allowing finance teams to monitor covenants and generate reporting materials directly within their existing AI tools.
Key figures
- Customer growth
- doubled year over year
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