LumenX-MCP Legal Spend Intelligence Server

# LumenX-MCP: The Legal Spend Intelligence Server [](https://opensource.org/licenses/MIT) [](https://www.python.org/downloads/) [](https://github.com/modelcontextprotocol) **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:** ```bash docker build -t legal-spend-mcp . ``` 2. **Run the container:** ```bash 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. ```bash # 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 `requirements.txt`:** This is a standard way to install dependencies for deployment or general use. ```bash # After cloning and activating your virtual environment pip install -r requirements.txt ``` ### Configuration 1. **Create your environment file:** ```bash 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. ```dotenv # 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: ```bash python -m legal_spend_mcp.server ``` For more detailed instructions, see the [QUICKSTART.md](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](CONTRIBUTING.md) guide for details on how to get started. ## License This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.