Lumo overview

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    Start here: how Lumo fits together, data flow diagram, and links to every Lumo topic in the Help Center.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 31, 20264 min read

    What is Lumo?

    Lumo is Lumenbase's AI layer: the Feed, Chat, Codex co-create, list and leads automation, and workspace settings. It reads CRM data plus Codex and list scope, then produces prioritized recommendations and drafts. You review every suggestion and take every outreach action yourself. For the full revenue workflow, see The Lumenbase Model.

    Lumo does not run your day or send messages on its own. The Feed ranks who needs attention; Chat write tools apply only after you confirm. Outreach always goes out through email, LinkedIn, or your connected tools when you choose to send.

    How data flows

    Data inputs

    Contacts
    Companies
    Deals
    Calendar
    Email
    Tasks, LinkedIn…

    Codex + list

    • Lists: segment and organize
    • Codex: engagement plans per list
    • Scope · Strategy
    Lumo

    Interfaces

    All four channels →

    App UI

    navigation · pages

    People

    Claude

    Custom connector · MCP

    AI agents

    OpenClaw

    Remote MCP

    AI agents

    REST API

    HTTPS · JSON

    Your code

    Inputs

    • CRM data: contacts, companies, deals, activities, calendar, email, tasks, LinkedIn.
    • Codex + list: which contacts matter and how to engage them. See Codex and List segmentation.

    Interfaces

    You can reach Lumo and your workspace data through four interaction channels. Same CRM, different sign-in. See the interfaces hub for full setup guides.

    • App UI (navigation · pages): The signed-in app: contacts, deals, the Feed, Lumo, and the rest of the UI.
    • Claude (Custom connector · MCP): Claude connects to your workspace over MCP and runs CRM tools from chat.
    • OpenClaw (Remote MCP): OpenClaw agents connect to your workspace over MCP with a personal token.
    • REST API (HTTPS · JSON): Workspace API keys let your servers read and write CRM data over HTTPS.

    In the app UI, Lumo also powers the Feed, Chat, and background automation. See feature inventory.

    Topics in this section

    Work through these articles in any order; admins often start with settings, reps with the Feed.

    Section articles

    Codex

    Playbooks and co-create

    Feature inventory

    All Lumo surfaces and setup paths

    Chat tools

    Read, write, and UI tool tables

    Settings & credits

    Gates, lumoSub tabs, usage

    Getting the most from Lumo

    • Link Codex to lists.
    • Connect email and calendar so Lumo sees recent activity.
    • Keep target contacts on lists or deals so Lumo can prioritize them.
    • Open Settings → Lumo to verify gates and credits.

    Quick reference

    Hub article: This page, architecture and topic index
    Interfaces: App UI · Claude · OpenClaw · REST API
    Features: lumo-features: in-app Lumo surfaces
    Settings: lumo-settings-credits: workspace hub

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