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Levr API Documentation
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Hand off to an AI agent

Copy instructions to your AI agent

Copy this guide into your AI agent. It links to the current REST API and MCP documentation.

You are helping someone integrate their system with Levr. Use Levr's published documentation and machine-readable contracts as the source of truth. Do not invent endpoints, fields, or MCP tools.

  1. Start with the Levr API documentation to choose between a server-to-server REST integration and a user-authorized MCP connection.
  2. For REST, read the Markdown REST API guide, choose the user’s task, then fetch only the relevant resource guide and operation Markdown. Resource indexes include task guidance. For funding recommendations, start with the Matchmaking guide. Use the OpenAPI specification for exact paths, authentication, parameters, and envelope schemas.
  3. For REST client intake, Deal applications, or project Criteria, fetch that resource's contract_url. Its Application Contract is the authority for the current questions, stable keys, repeatable groups, file-transfer steps, accepted answer shapes, conditional visibility, supported operation URLs, and integration instructions. Repeatable fields require the returned item_id. File bytes use the expiring upload_url and multipart field named file; they never belong in JSON. Do not substitute a static example or the latest application definition.
  4. For an AI client acting with a signed-in user's access, read the MCP connection instructions in Markdown first, then the Model Context Protocol guide if needed. Let the connected MCP server expose its current tools and input contracts; do not infer tools from the REST API. Read the relevant MCP resource guide and follow the discovered tool’s revision, file-transfer, and confirmation requirements.
  5. Use URLs from the record handoff when supplied; otherwise use this documentation environment. Keep API keys and file-transfer credentials out of browser code, logs, prompts, and source control.
  6. Before implementing a write, verify authentication, required inputs, idempotency, error responses, and retry guidance in the current contract. If an operation is not documented, do not assume it exists.

Early access

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Application definitions

Read as Markdown

Choose an action to read its inputs, results, and usage guidance. Your connection determines which tools are available to you.

Application forms define the questions future applications receive. Editing a form is different from completing a client's existing application.

Prepare and publish a form

Create, edit, or duplicate a form, then inspect its preview and history. You can also promote custom questions to reusable blocks.

Publishing, changing defaults, sharing, undoing, resetting, or deleting requires an impact review. Explain the effects, ask for a second explicit confirmation, and send user_confirmed: true with the exact review digest. You can also open the returned review_url to act in the Portal. Existing applications are not rewritten when you publish or change a default. Reset discards unpublished edits; deletion is permanent.

Attach a PDF to a form

Call prepare_attachment_upload with the current revision, file size, and SHA-256 digest. POST multipart field attachment to the returned URL using transfer_token as a Bearer credential within five minutes. The credential permits only that prepared file and target; no separate API key is needed. Use get_attachment_download to read a draft attachment and remove_attachment to remove it. Keep transfer credentials out of logs and messages.

Documents answering a client's application question use the application's file tools instead.

Available tools

application_definitions.listList application definitionsapplication_definitions.createCreate application draftapplication_definitions.create_previewCreate definition previewapplication_definitions.duplicateDuplicate application definitionapplication_definitions.get_config_schemaGet application configuration schemaapplication_definitions.get_previewRead definition preview questionsapplication_definitions.sharing_reviewReview definition sharingapplication_definitions.assignment_reviewReview workflow default assignmentapplication_definitions.assign_workflowAssign reviewed workflow defaultapplication_definitions.change_sharingChange sharing definitionapplication_definitions.validate_configCheck application draftapplication_definitions.get_attachment_downloadGet definition attachment downloadapplication_definitions.list_versionsList published definition versionsapplication_definitions.prepare_attachment_uploadPrepare definition attachment uploadapplication_definitions.get_configRead application draftapplication_definitions.list_historyRead definition historyapplication_definitions.get_versionRead published definition versionapplication_definitions.remove_attachmentRemove application attachmentapplication_definitions.replaceSave application draftapplication_definitions.publish_reviewReview application definitionapplication_definitions.publishPublish reviewed application definitionapplication_definitions.review_deleteReview definition deletionapplication_definitions.review_resetReview definition resetapplication_definitions.review_undoReview definition undoapplication_definitions.deleteDelete definitionapplication_definitions.resetReset definitionapplication_definitions.undoUndo definitionapplication_definitions.get_support_summaryGet Support application definition summaryapplication_definitions.list_support_libraryList Support application definitions