LumenX-MCP Legal Spend Intelligence Server

A Model Context Protocol (MCP) server for intelligent legal spend analysis across multiple data sources. Part of the LumenX suite powered by DatSciX.

🚀 Features

• Multi-Source Integration: Connect to multiple data sources simultaneously
  • LegalTracker API integration
  • Database support (PostgreSQL, SQL Server, Oracle)
  • File imports (CSV, Excel)
• Comprehensive Analytics:
  • Spend summaries by period, department, practice area
  • Vendor performance analysis
  • Budget vs. actual comparisons
  • Transaction search capabilities
• MCP Compliant: Full implementation of Model Context Protocol standards
• Async Architecture: High-performance asynchronous data processing
• Extensible Design: Easy to add new data sources and analytics

📋 Prerequisites

• Python 3.10 or higher
• Access to one or more supported data sources
• MCP-compatible client (e.g., Claude Desktop)

🛠️ Installation

Using pip

pip install legal-spend-mcp

From Source

# 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 dependencies
pip install -e .

Using uv (recommended)

# Install uv if not already installed
pip install uv

# Clone and install
git clone https://github.com/DatSciX-CEO/LumenX-MCP.git
cd LumenX-MCP
uv pip install -e .

⚙️ Configuration

1. Copy the environment template:

cp .env.template .env

2. Edit .env with your data source credentials:

# 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

# Database connections (optional)
SAP_ENABLED=false
SAP_HOST=your_sap_host
SAP_PORT=1433
SAP_DATABASE=your_database
SAP_USER=your_username
SAP_PASSWORD=your_password

# File sources (optional)
CSV_ENABLED=true
CSV_FILE_PATH=/path/to/legal_spend.csv

🚀 Quick Start

Running the Server

# Using the installed command
legal-spend-mcp

# Or using Python
python -m legal_spend_mcp.server

Configure with Claude Desktop

Add to your Claude Desktop configuration (claude_config.json):

{
  "mcpServers": {
    "legal-spend": {
      "command": "legal-spend-mcp",
      "env": {
        "LEGALTRACKER_ENABLED": "true",
        "LEGALTRACKER_API_KEY": "your_api_key"
      }
    }
  }
}

📚 Available Tools

get_legal_spend_summary

Get aggregated spend data with filtering options.

Parameters:

• start_date (required): Start date in YYYY-MM-DD format
• end_date (required): End date in YYYY-MM-DD format
• department (optional): Filter by department
• practice_area (optional): Filter by practice area
• vendor (optional): Filter by vendor name
• data_source (optional): Query specific data source

Example:

result = await get_legal_spend_summary(
    start_date="2024-01-01",
    end_date="2024-12-31",
    department="Legal"
)

get_vendor_performance

Analyze performance metrics for a specific vendor.

Parameters:

• vendor_name (required): Name of the vendor
• start_date (required): Start date in YYYY-MM-DD format
• end_date (required): End date in YYYY-MM-DD format
• include_benchmarks (optional): Include industry comparisons

get_budget_vs_actual

Compare actual spending against budgeted amounts.

Parameters:

• department (required): Department name
• start_date (required): Start date in YYYY-MM-DD format
• end_date (required): End date in YYYY-MM-DD format
• budget_amount (required): Budget amount to compare

search_legal_transactions

Search for specific transactions across all data sources.

Parameters:

• search_term (required): Search query
• start_date (optional): Start date filter
• end_date (optional): End date filter
• min_amount (optional): Minimum amount filter
• max_amount (optional): Maximum amount filter
• limit (optional): Maximum results (default: 50)

📊 Resources

The server provides several MCP resources for reference data:

• legal_vendors: List of all vendors across data sources
• data_sources: Status and configuration of data sources
• spend_categories: Available categories and practice areas
• spend_overview://recent: Recent spend activity overview

🔌 Supported Data Sources

LegalTracker API

• Real-time invoice and matter data
• Vendor management information
• Practice area classifications

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

📝 Data Model

The server uses a standardized data model for legal spend records:

@dataclass
class LegalSpendRecord:
    invoice_id: str
    vendor_name: str
    vendor_type: VendorType
    matter_id: Optional[str]
    matter_name: Optional[str]
    department: str
    practice_area: PracticeArea
    invoice_date: date
    amount: Decimal
    currency: str
    expense_category: str
    description: str
    # ... additional fields

🧪 Testing

Run the test suite:

# Run all tests
pytest

# Run with coverage
pytest --cov=legal_spend_mcp

# Run specific test file
pytest tests/test_server.py

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Please ensure:

• All tests pass
• Code follows the project style guide
• Documentation is updated
• Commit messages are descriptive

📄 License

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

🙏 Acknowledgments

• Built on the Model Context Protocol
• Powered by DatSciX
• Part of the LumenX suite of enterprise tools

📞 Support

• Issues: GitHub Issues
• Discussions: GitHub Discussions
• Email: patrick@datscix.com

🗺️ Roadmap

• [ ] Additional data source integrations
• [ ] Machine learning-based spend predictions
• [ ] Automated anomaly detection
• [ ] Enhanced benchmark analytics
• [ ] GraphQL API support
• [ ] Real-time notifications