5 Lumonic Agent Skills for Claude Code & Cursor (SKILL.md)

All 5 Lumonic skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only21 Lumonic tools

Use Lumonic well and safely

Sets the working order for Lumonic: confirm workspace, period and entities first, validate fields before using them, and ask before anything that changes state. It reads before it writes and says when a result is partial.

Use it when

You have just connected Lumonic and want to know where to start.
A Lumonic answer came back empty or looks incomplete.
You are about to switch workspace or run a call that may change data.

Tools it uses

namespaces_list
schema_groups_list
dimensions_list
discovery_search_properties
schema_list_properties
lx_validate
lx_resolve
reporting_entity_status
reporting_period_summary
reporting_reminder_targets
views_table_query_guide
views_render_table
namespaces_list_relationships
entities_list_related
users_list_cluster_team
users_list_entity_team
excel_functions_list
excel_formulas_validate
skills_list
skills_read
lx_traceback_url

Example

Use Lumonic to summarise Q1 2026 for our coverage group. Confirm the workspace and period first.

Before pulling anything I checked your workspace and confirmed the period end as 31 March 2026. The coverage group has 12 companies. I can show submission status for all 12 now, and I will flag any that are partial or missing.

Use in RevampKeyRead the full skill →

Read-only12 Lumonic tools

Build refreshable Lumonic Excel formulas with AI

Turns Lumonic metrics into Excel formulas that refresh from your workspace, validating each one before it is returned. It asks before switching workspace or writing to your workbook.

Use it when

You need revenue or EBITDA formulas in a quarterly reporting workbook
Your sheet holds pasted numbers that should update from Lumonic
You want to confirm a formula returns the right value before relying on it

Tools it uses

reporting_period_summary
entities_list
namespaces_list
schema_list_properties
discovery_search_properties
dimensions_list
lx_validate
lx_resolve
resources_read
lx_traceback_url
excel_functions_list
excel_formulas_validate

Example

Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.

I built four validated formulas keyed on the as-of date in B2 and the company ID in column A. For Acme Corp at March 31, 2026, the revenue formula resolves to the same value shown in the source, and I checked two other companies the same way. Two companies could not be matched to a unique ID, so their rows are flagged for you to confirm.

Use in RevampKeyRead the full skill →

Read-only11 Lumonic tools

Find and validate a Lumonic metric field

Finds the Lumonic schema field or LX expression for a metric such as ARR, EBITDA, cash balance or net leverage, checks it against a known figure and flags ambiguity before it is used. It asks before changing anything in the workspace.

Use it when

You are not sure which Lumonic field holds ARR or EBITDA
A figure from Lumonic does not match what you expected and you suspect the wrong field
You need an LX expression checked before it goes into a portfolio report

Tools it uses

schema_groups_list
discovery_search_properties
schema_list_properties
dimensions_list
namespaces_list
namespaces_list_relationships
lx_validate
lx_resolve
lx_traceback_url
skills_list
skills_read

Example

Use Lumonic to find the right field for net leverage and validate the expression against Acme Corp as of March 31, 2026.

I found two candidates for net leverage. The reported field is recommended: it resolves to 3.2x for Acme Corp at March 31, 2026 and matches the figure in your Q1 pack. The derived field gives 3.6x because it uses an older debt input, so I have rejected it. The expression passed validation, and a traceback link is available.

Use in RevampKeyRead the full skill →

Read-only11 Lumonic tools

Build a portfolio metrics table in Lumonic with AI

Builds an as-of table of revenue, EBITDA, cash and net leverage across your portfolio, with effective dates and source links on every figure. It validates each field before using it and asks you before changing anything in Lumonic.

Use it when

You need a portfolio table of financial metrics as of a quarter-end date.
You are preparing an IC pack or board update and need auditable figures.
You want to compare companies on revenue, EBITDA, cash or leverage without mixing periods.

Tools it uses

namespaces_list
entities_list
dimensions_list
discovery_search_properties
schema_list_properties
schema_groups_list
lx_validate
lx_resolve
views_table_query_guide
views_render_table
lx_traceback_url

Example

Use Lumonic to build a table of revenue, EBITDA, cash balance and net leverage for the portfolio as of March 31, 2026, with source dates.

Built the table for 24 companies as of March 31, 2026. 21 have all four metrics; 3 are missing Q1 submissions and are listed separately. EBITDA is reported, not adjusted, and cash is gross; confirm if you want adjusted EBITDA or net cash instead.

Use in RevampKeyRead the full skill →

Read-only8 Lumonic tools

Chase a reporting period with Lumonic and AI

Works out which companies are submitted, partial or missing for a reporting period and produces a prioritised follow-up list grouped by coverage owner. Drafts reminders but asks before sending anything.

Use it when

A quarter-end deadline is close and you need to know who has not reported
You want to separate real non-reporters from entities that only look missing
You need a chase list grouped by coverage owner for the week

Tools it uses

namespaces_list
reporting_entity_status
reporting_period_summary
entities_list
entities_list_related
users_list_cluster_team
users_list_entity_team
reporting_reminder_targets

Example

Use Lumonic to summarise reporting status for Q1 2026 and give me a prioritised follow-up list by owner.

Q1 2026 as of 31 March: 118 submitted, 14 partial, 9 missing, 3 unclear, across 144 entities. The 9 missing are ranked by size; 4 belong to the North coverage team. Two of the 3 unclear entities look like a period-label mismatch, so I have not chased them yet. Reminder drafts are ready and nothing has been sent.

Use in RevampKeyRead the full skill →

How Lumonic skills work

Connect Lumonic
The Lumonic MCP server gives the agent its tools.
Ask in plain words
“Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Lumonic skills

In RevampKey the skills install themselves when you connect Lumonic. In other tools each skill is one folder with a SKILL.md file, and you also need the Lumonic MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Lumonic. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.”
Download RevampKeyConnect Lumonic · 1 click
Get RevampKey to connect Lumonic
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Lumonic is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials excel-refreshable-formulas metric-field-discovery portfolio-metrics-table reporting-status-followup; do curl -fsSL --create-dirs -o .claude/skills/lumonic-$s/SKILL.md https://revampkey.com/marketplace/lumonic/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Lumonic MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials excel-refreshable-formulas metric-field-discovery portfolio-metrics-table reporting-status-followup; do
  curl -fsSL --create-dirs -o .claude/skills/lumonic-$s/SKILL.md https://revampkey.com/marketplace/lumonic/skills/$s/SKILL.md
done

Ask in plain language, for example “Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.”

Into the shared .agents/skills folder

Connect the Lumonic MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials excel-refreshable-formulas metric-field-discovery portfolio-metrics-table reporting-status-followup; do
  curl -fsSL --create-dirs -o .agents/skills/lumonic-$s/SKILL.md https://revampkey.com/marketplace/lumonic/skills/$s/SKILL.md
done

Ask in plain language, for example “Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.”

Into the shared .agents/skills folder

Connect the Lumonic MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials excel-refreshable-formulas metric-field-discovery portfolio-metrics-table reporting-status-followup; do
  curl -fsSL --create-dirs -o .agents/skills/lumonic-$s/SKILL.md https://revampkey.com/marketplace/lumonic/skills/$s/SKILL.md
done

Ask in plain language, for example “Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.”

Into the shared .agents/skills folder

Connect the Lumonic MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials excel-refreshable-formulas metric-field-discovery portfolio-metrics-table reporting-status-followup; do
  curl -fsSL --create-dirs -o .agents/skills/lumonic-$s/SKILL.md https://revampkey.com/marketplace/lumonic/skills/$s/SKILL.md
done

Ask in plain language, for example “Use Lumonic to create refreshable Excel formulas for revenue, EBITDA, cash balance and net leverage for the Q1 2026 reporting workbook, keyed on the company ID and the as-of date in input cells.”

RevampKey or copy the files?

In RevampKey

One click when you connect Lumonic
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Lumonic MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Lumonic skills FAQ

What is a Lumonic agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Lumonic skill describes one job, which Lumonic tools to use in which order, what to check first and when to stop and ask you.

Do the Lumonic skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Lumonic.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Lumonic; elsewhere you copy the folders into your project or skills directory.

Do I need the Lumonic MCP server too?

Yes. The skills tell the agent how to do the work; the Lumonic MCP server gives it the tools to do it. The Lumonic MCP setup guide covers every client.

Lumonic MCP server setup · This page as Markdown

All 5 Lumonic skills

Use Lumonic well and safely

Use it when

Tools it uses

Build refreshable Lumonic Excel formulas with AI

Use it when

Tools it uses

Find and validate a Lumonic metric field

Use it when

Tools it uses

Build a portfolio metrics table in Lumonic with AI

Use it when

Tools it uses

Chase a reporting period with Lumonic and AI

Use it when

Tools it uses

Get all 5 without copying a file

How Lumonic skills work

How to install Lumonic skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Lumonic skills FAQ

Put Lumonic’s best workflows in your agent

Skills for related tools