# Businesses

Use live MCP discovery to check which tools your connection can call.

A business holds the client record, contacts, and intake application. Start here to organize a client; use a [Project](https://docs.levr.ai/mcp/resources/projects.md) when you are working toward a funding goal.

## Work with a business

1. Find the business and read its details before making changes.
2. Review its contacts and Lead source to understand who the client is and how they arrived.
3. Complete its [intake application](https://docs.levr.ai/mcp/resources/client_intake_applications.md), using readiness to identify missing answers.
4. Create or open a Project when the client is ready to seek funding.

Read the latest revision before updates. Follow collection cursors when a list has more pages.

## Move a pipeline stage

Use `review_stage_move` before `move_stage`. For a bulk move, select one to 100 records and a destination stage. Your AI must ask twice: first confirm the records and destination, then confirm the reviewed effects and final go-ahead. Send both acknowledgements and the current review token. Do not bypass this review through repeated single-record moves.

Moving a stage does not submit an application or change its application status.


[Intake applications](https://docs.levr.ai/mcp/resources/client_intake_applications.md)

## Available tools

- [List businesses](https://docs.levr.ai/mcp/tools/businesses.list.md): `businesses.list`

- [Get business details](https://docs.levr.ai/mcp/tools/businesses.get.md): `businesses.get`

- [Create business](https://docs.levr.ai/mcp/tools/businesses.create.md): `businesses.create`

- [Create Business pipeline](https://docs.levr.ai/mcp/tools/businesses.create_pipeline.md): `businesses.create_pipeline`

- [Create client intake](https://docs.levr.ai/mcp/tools/businesses.create_client_intake.md): `businesses.create_client_intake`

- [Review Business client invitation](https://docs.levr.ai/mcp/tools/businesses.review_client_invitation.md): `businesses.review_client_invitation`

- [Review Business client invitation resend](https://docs.levr.ai/mcp/tools/businesses.review_client_invitation_resend.md): `businesses.review_client_invitation_resend`

- [Review Business client invitation withdrawal](https://docs.levr.ai/mcp/tools/businesses.review_client_invitation_withdrawal.md): `businesses.review_client_invitation_withdrawal`

- [Review Business client role change](https://docs.levr.ai/mcp/tools/businesses.review_client_role_change.md): `businesses.review_client_role_change`

- [Review Business pipeline deletion](https://docs.levr.ai/mcp/tools/businesses.review_pipeline_deletion.md): `businesses.review_pipeline_deletion`

- [Assign business](https://docs.levr.ai/mcp/tools/businesses.assign.md): `businesses.assign`

- [Complete Business client invitation](https://docs.levr.ai/mcp/tools/businesses.invite_client.md): `businesses.invite_client`

- [Complete Business client invitation resend](https://docs.levr.ai/mcp/tools/businesses.resend_client_invitation.md): `businesses.resend_client_invitation`

- [Complete Business client invitation withdrawal](https://docs.levr.ai/mcp/tools/businesses.withdraw_client_invitation.md): `businesses.withdraw_client_invitation`

- [Complete Business client role change](https://docs.levr.ai/mcp/tools/businesses.set_client_roles.md): `businesses.set_client_roles`

- [Create or edit Business note](https://docs.levr.ai/mcp/tools/businesses.upsert_note.md): `businesses.upsert_note`

- [Get business assignment](https://docs.levr.ai/mcp/tools/businesses.get_assignment.md): `businesses.get_assignment`

- [Get Business client access](https://docs.levr.ai/mcp/tools/businesses.get_client_access.md): `businesses.get_client_access`

- [List Business notes](https://docs.levr.ai/mcp/tools/businesses.list_notes.md): `businesses.list_notes`

- [List business people](https://docs.levr.ai/mcp/tools/businesses.list_people.md): `businesses.list_people`

- [List Business pipelines](https://docs.levr.ai/mcp/tools/businesses.list_pipelines.md): `businesses.list_pipelines`

- [Pin or unpin Business note](https://docs.levr.ai/mcp/tools/businesses.set_pinned_note.md): `businesses.set_pinned_note`

- [Read business context records](https://docs.levr.ai/mcp/tools/businesses.list_context_records.md): `businesses.list_context_records`

- [Rename Business pipeline](https://docs.levr.ai/mcp/tools/businesses.rename_pipeline.md): `businesses.rename_pipeline`

- [Set business people](https://docs.levr.ai/mcp/tools/businesses.set_people.md): `businesses.set_people`

- [Update business](https://docs.levr.ai/mcp/tools/businesses.update.md): `businesses.update`

- [Read businesses stages](https://docs.levr.ai/mcp/tools/businesses.get_stage_configuration.md): `businesses.get_stage_configuration`

- [Review move of businesses between stages](https://docs.levr.ai/mcp/tools/businesses.review_stage_move.md): `businesses.review_stage_move`

- [Manage businesses stages](https://docs.levr.ai/mcp/tools/businesses.update_stage_configuration.md): `businesses.update_stage_configuration`

- [Move businesses between stages](https://docs.levr.ai/mcp/tools/businesses.move_stage.md): `businesses.move_stage`

- [Review Business note deletion](https://docs.levr.ai/mcp/tools/businesses.review_delete_note.md): `businesses.review_delete_note`

- [Delete Business note](https://docs.levr.ai/mcp/tools/businesses.delete_note.md): `businesses.delete_note`

- [Delete Business pipeline](https://docs.levr.ai/mcp/tools/businesses.delete_pipeline.md): `businesses.delete_pipeline`