Uses .ENV files for configuration of data source credentials and connection settings
Provides issue tracking and discussion forums through GitHub Issues and GitHub Discussions
Planned future integration for GraphQL API support according to the roadmap
Connects to PostgreSQL databases to retrieve and analyze legal spend data, enabling full support for legal spend tables
Supports testing through pytest, including coverage reporting
Integrates with SAP ERP systems to retrieve financial and legal spend data through SQL Server connections
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.
Build the Docker image:
docker build -t legal-spend-mcp .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:
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]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
Create your environment file:
cp .env.template .envEnable 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.
This server cannot be installed
hybrid server
The server is able to function both locally and remotely, depending on the configuration or use case.
MCP server that enables intelligent analysis of legal spend data across multiple sources (LegalTracker, databases, CSV/Excel files), providing features like spend summaries, vendor performance analysis, and budget comparisons.
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