LumenX-MCP: The Legal Spend Intelligence Server

Unlock the full potential of your legal spend data. LumenX-MCP is an open-source, enterprise-grade server that unifies your legal and financial data from any source, providing a single, intelligent point of access for AI agents and analytics platforms.

Built on the Model Context Protocol (MCP), this server allows you to seamlessly connect to e-billing platforms, ERP systems, databases, and even local files, transforming fragmented data into a queryable, actionable resource.

Key Features

• Unified Data Access: Connect to multiple data sources simultaneously, from LegalTracker and SAP to local CSV files.

• Comprehensive Analytics: Get instant insights with tools for spend summaries, vendor performance analysis, and budget variance.

• Extensible by Design: A modular architecture makes it easy to add new data source connectors and expand capabilities.

• AI-Ready: Built for the future of legal tech, enabling powerful integrations with AI agents and large language models.

• High Performance: A fully asynchronous architecture ensures that data retrieval is fast and efficient.

• Enterprise-Grade: Robust, validatable configuration and full Docker support for reliable, containerized deployments.

Getting Started

Prerequisites

• Python 3.10 or higher

• Docker (recommended for the easiest setup)

• Access to one or more of the supported data sources

Installation

Using Docker (Recommended)

For a consistent and isolated environment, we recommend using Docker.

1. Build the Docker image:

   docker build -t legal-spend-mcp .

2. Run the container:

   docker run -d --name legal-spend-mcp -v ./.env:/app/.env -v ./data:/app/data legal-spend-mcp

From Source

If you prefer to install from source, you have two options:

1. Editable install (recommended for developers): This uses the pyproject.toml file and is the best option if you plan to contribute.

   # Clone the repository git clone https://github.com/DatSciX-CEO/LumenX-MCP.git cd LumenX-MCP # Create virtual environment python -m venv venv source venv/bin/activate # On Windows: venv\Scripts\activate # Install in editable mode with dev dependencies pip install -e .[dev]

2. Using This is a standard way to install dependencies for deployment or general use.

   # After cloning and activating your virtual environment pip install -r requirements.txt

Configuration

1. Create your environment file:

   cp .env.template .env

2. Enable your data sources: Edit the .env file to enable the platforms you use and provide your credentials. The server will only initialize the sources you enable.

   # Enable the data sources you want to use LEGALTRACKER_ENABLED=true LEGALTRACKER_API_KEY=your_api_key_here LEGALTRACKER_BASE_URL=https://api.legaltracker.com # For instance-specific URLs, be sure to use your organization's endpoint ONIT_ENABLED=true ONIT_API_KEY=your_api_key ONIT_BASE_URL=https://<your-company>.onit.com

Launch the Server

Once configured, you can start the server with:

For more detailed instructions, see the QUICKSTART.md guide.

Available Tools & Resources

The server exposes a rich set of tools and resources for any MCP-compatible client.

Tools (Callable Functions)

• get_legal_spend_summary: Get aggregated spend data with powerful filtering.

• get_vendor_performance: Analyze performance metrics for a specific vendor.

• get_budget_vs_actual: Compare actual spending against budgeted amounts.

• search_legal_transactions: Perform a full-text search for specific transactions.

Resources (Data Objects)

• legal_vendors: A comprehensive list of all vendors across all data sources.

• data_sources: The status and configuration of all connected data sources.

• spend_categories: All available spend categories, practice areas, and departments.

• spend_overview/recent: A high-level overview of spend activity from the last 30 days.

Supported Data Sources

LumenX-MCP is built to be a central hub for all your legal data.

E-Billing & Matter Management

• LegalTracker: Real-time invoice and matter data.

• SimpleLegal: (Planned) Integration with SimpleLegal's API.

• Brightflag: (Planned) Integration with Brightflag's API.

• TyMetrix 360: (Planned) Integration with TyMetrix 360's API.

• Onit: (Planned) Integration with Onit's API.

ERP Systems

• SAP: Via SQL Server database connection.

• Oracle: Via Oracle database connection.

• Microsoft Dynamics 365: (Planned) Integration with Dynamics 365's API.

• NetSuite: (Planned) Integration with NetSuite's API.

Databases

• PostgreSQL: Full support for legal spend tables.

• SQL Server: Compatible with SAP and other ERP systems.

• Oracle: Enterprise financial system integration.

File Imports

• CSV: Standard comma-separated values.

• Excel: .xlsx files with configurable sheet names.

Contributing

We welcome contributions of all kinds, from bug fixes to new data source connectors! Please see our CONTRIBUTING.md guide for details on how to get started.

License

This project is licensed under the MIT License - see the LICENSE file for details.