Lumen AI Skill

Overview

Lumen AI is an open-source, agent-based framework for conversational data exploration. Users ask questions in plain English and receive visualizations, SQL queries, and insights automatically generated by large language models.

Key Features

• Natural Language Interface: Ask questions in plain English
• Multi-LLM Support: OpenAI, Anthropic, Google, Mistral, local models
• Agent Architecture: Specialized agents for SQL, charts, analyses
• Extensible: Custom agents, tools, and analyses
• Privacy-Focused: Full local deployment option

When to Use Lumen AI

Use Lumen AI when: Users need ad-hoc exploration, questions vary unpredictably, enabling self-service analytics.

Use Lumen Dashboards when: Dashboard structure is fixed, no LLM costs desired.

Quick Start

Installation

pip install lumen[ai]
pip install openai  # or anthropic for Claude

Launch Built-in Interface

export OPENAI_API_KEY="sk-..."
lumen-ai serve data/sales.csv
# Or with database
lumen-ai serve "postgresql://user:pass@localhost/mydb"

Python API

import lumen.ai as lmai
import panel as pn
from lumen.sources.duckdb import DuckDBSource

pn.extension()

# Configure LLM
lmai.llm.llm_type = "anthropic"
lmai.llm.model = "claude-3-5-sonnet-20241022"

# Load data
source = DuckDBSource(tables=["./data/sales.csv"])

# Create UI
ui = lmai.ExplorerUI(source=source, title="Sales Analytics AI")
ui.servable()

Example Queries

• "What tables are available?"
• "Show me total sales by region"
• "Create a scatter plot of price vs quantity"
• "What were the top 10 products last month?"

Core Concepts

1. Agents

Specialized components that handle specific tasks:

• TableListAgent: Shows available tables and schemas
• ChatAgent: General conversation and summaries
• SQLAgent: Generates and executes SQL queries
• hvPlotAgent: Creates interactive visualizations
• VegaLiteAgent: Publication-quality charts
• AnalysisAgent: Custom domain-specific analyses

See: [Built-in Agents Reference](../../references/lumen-ai/agents-reference.md)

2. LLM Providers

See: [LLM Provider Configuration](../../references/lumen-ai/llm-providers.md)

3. Memory and Tools

Agents share a memory system for context persistence. Extend capabilities with tools:

• DocumentLookup: RAG for document context
• TableLookup: Schema and metadata access

Common Patterns

Pattern 1: Basic Analytics Interface

import lumen.ai as lmai
from lumen.sources.duckdb import DuckDBSource

lmai.llm.llm_type = "openai"
lmai.llm.model = "gpt-4o"

source = DuckDBSource(tables=["sales.csv"])
ui = lmai.ExplorerUI(source=source, title="Business Analytics")
ui.servable()

Pattern 2: With Document Context (RAG)

source = DuckDBSource(
    tables=["sales.csv", "products.parquet"],
    documents=["./docs/data_dictionary.pdf", "./docs/business_rules.md"]
)

ui = lmai.ExplorerUI(source=source, tools=[lmai.tools.DocumentLookup])

Pattern 3: Custom Agent

from lumen.ai.agents import Agent
import param

class SentimentAgent(Agent):
    """Analyze sentiment in text data."""
    requires = param.List(default=["current_source"])
    provides = param.List(default=["sentiment_analysis"])

    purpose = """
    Analyzes sentiment in text columns.
    Keywords: sentiment, emotion, positive, negative, tone
    """

    async def respond(self, query: str):
        source = self.memory["current_source"]
        yield "Sentiment analysis results..."

ui = lmai.ExplorerUI(source=source, agents=[SentimentAgent, lmai.agents.ChatAgent])

See: [Custom Agents Guide](../../references/lumen-ai/custom-agents.md)

Pattern 4: Custom Analysis

from lumen.ai.analyses import Analysis
from lumen.pipeline import Pipeline
import param

class CohortAnalysis(Analysis):
    """Customer cohort retention analysis."""
    columns = param.List(default=['customer_id', 'signup_date', 'purchase_date'])

    def __call__(self, pipeline: Pipeline):
        df = pipeline.data
        # ... calculate cohorts ...
        return results

ui = lmai.ExplorerUI(
    source=source,
    agents=[lmai.agents.AnalysisAgent(analyses=[CohortAnalysis])]
)

Pattern 5: Multi-Source Data

source = DuckDBSource(
    tables={
        "sales": "./data/sales.parquet",
        "customers": "./data/customers.csv",
        "products": "https://data.company.com/products.csv"
    }
)
ui = lmai.ExplorerUI(source=source)

Configuration

Agent Selection

agents = [
    lmai.agents.TableListAgent,
    lmai.agents.SQLAgent,
    lmai.agents.hvPlotAgent,
]
ui = lmai.ExplorerUI(source=source, agents=agents)

Coordinator Types

# DependencyResolver (default): Recursively resolves agent dependencies
ui = lmai.ExplorerUI(source=source, coordinator="dependency")

# Planner: Creates execution plan upfront
ui = lmai.ExplorerUI(source=source, coordinator="planner")

UI Customization

ui = lmai.ExplorerUI(
    source=source,
    title="Custom Analytics AI",
    accent_color="#00aa41",
    suggestions=["Show me revenue trends", "What are the top products?"]
)

Best Practices

1. Security

import os

# Environment variables for API keys
lmai.llm.api_key = os.getenv("OPENAI_API_KEY")

# Never hardcode secrets

2. Performance

# Limit table sizes for exploration
source = DuckDBSource(
    tables=["large_table.parquet"],
    table_kwargs={"large_table": {"nrows": 100000}}
)

3. User Experience

# Provide example queries
ui = lmai.ExplorerUI(
    source=source,
    suggestions=["Show me revenue trends", "Top 10 products by sales"]
)

Deployment

Development

lumen-ai serve app.py --autoreload --show

Production

panel serve app.py \
  --port 80 \
  --num-procs 4 \
  --allow-websocket-origin=analytics.company.com

Docker

FROM python:3.11-slim
WORKDIR /app
COPY requirements.txt .
RUN pip install -r requirements.txt
COPY app.py data/ ./
CMD ["panel", "serve", "app.py", "--port", "5006", "--address", "0.0.0.0"]

See: [Deployment Guide](../../references/lumen-ai/deployment.md)

Troubleshooting

LLM Not Responding

# Test API connection
curl https://api.openai.com/v1/models -H "Authorization: Bearer $OPENAI_API_KEY"

Agent Not Selected

# Debug which agent was selected
print(ui.agent_manager.last_selected_agent)

# View agent purposes
for agent in ui.agents:
    print(f"{agent.__class__.__name__}: {agent.purpose}")

SQL Generation Errors

• Add data dictionary as document for context
• Provide example queries in agent prompts
• Check table schemas match query expectations

Resources

Reference Documentation

• [LLM Provider Configuration](../../references/lumen-ai/llm-providers.md) - Setup for all providers
• [Built-in Agents Reference](../../references/lumen-ai/agents-reference.md) - Complete agent documentation
• [Custom Agents Guide](../../references/lumen-ai/custom-agents.md) - Build specialized agents
• [Deployment Guide](../../references/lumen-ai/deployment.md) - Production deployment

External Links

• Lumen AI Documentation
• GitHub Repository
• Community Discourse

Summary

Lumen AI transforms data exploration through natural language interfaces powered by LLMs.

Strengths: No SQL required for users, flexible LLM support, extensible architecture, privacy-focused options.

Ideal for: Ad-hoc exploration, non-technical users, rapid insights, self-service analytics.

Consider alternatives when:

• Fixed dashboards needed → [Lumen Dashboards](../lumen-dashboards/SKILL.md)
• No LLM budget → Traditional BI tools
• Highly custom logic → [Panel Dashboards](../panel-dashboards/SKILL.md)

Related Skills

• [Lumen Dashboards](../lumen-dashboards/SKILL.md) - Declarative YAML dashboards
• [Panel Dashboards](../panel-dashboards/SKILL.md) - Interactive dashboard development
• [Plotting Fundamentals](../plotting-fundamentals/SKILL.md) - Quick plotting with hvPlot