# Intake applications Use live MCP discovery to check which tools your connection can call. An intake application collects the information your Portal needs from a business before proceeding. Find it through the business record, then read its questions and current answers. ## Complete the application 1. Read the application and its current question contract. Use the returned question keys, repeated-entry IDs, and supported tools. 2. Read the current answers. Use their revision for answer changes; the application's own revision protects a different change. 3. Update ordinary answers with the answer-update tool. Use dedicated tools for repeated entries and documents. 4. Read readiness to find missing or invalid answers. Complete those questions before submission. ### Attach documents Call the application's `prepare_answer_file_upload` tool with the question key, latest answers revision, filename, byte count, and SHA-256 digest. Include the returned item ID for a repeated entry. POST the file to the returned URL as multipart field `file`, using `transfer_token` as a Bearer credential within five minutes. No separate API key is needed. Check the receipt, then list the files to confirm the upload. Files can be up to 25 MiB; application storage limits also apply. ### Work with an uploaded document List the application's files and use the returned file ID. Call `client_intake_applications.update_answer_file` with a filename, the latest `expected_answers_revision`, and a UUID `idempotency_key` to rename it while preserving its contents and identity. Renaming does not convert its format. Call `client_intake_applications.get_answer_file_download` to retrieve the original. GET `download.url` with `download.transfer_token` as a Bearer credential within five minutes; no API key is needed. Downloads recheck current access and file availability. Unrelated answer edits do not invalidate the download. Keep credentials and bytes out of logs and messages. Uploading a processed copy adds another file; delete the original only if the user explicitly requests removal. ### Use Autofill Autofill proposes answers from evidence; it does not save them automatically. Read preparation to choose available evidence and add notes. Upload any new supporting documents before starting a run: 1. Call `client_intake_applications.prepare_autofill_file_upload` with the latest `expected_preparation_revision`, a new UUID `idempotency_key`, filename, byte count, and SHA-256 digest of the file. 2. POST the document as multipart field `file` to the returned URL within five minutes. Set `Authorization: Bearer `; your MCP connection authorizes the upload, so no API key is needed. The limit is 25 MiB per file. 3. Check the upload receipt and read preparation again. Use its latest revision when adding another document or starting Autofill. An identical retry with the same transfer credential returns the original receipt without adding another file. Keep the upload receipt and use preparation’s `files` list to confirm the document names and follow processing. If the credential expires before you confirm the upload, read preparation and check that list before uploading again. A document’s `status` is `pending` while queued, `running` while being read, `success` when ready for Autofill, or `failed` when it needs attention. Processing updates do not change the preparation revision; read preparation again to check progress. Supporting documents provide evidence for Autofill; they do not fill an application question by themselves. Start a run using the latest preparation revision, check its status until it settles, and review its suggestions. Accept only approved suggestions using the latest `expected_answers_revision`. Keep the revision and idempotency key for an identical retry, then read the answers to confirm what was saved. If a revision is stale, read again and reconcile the change before retrying. Keep file-transfer credentials and document bytes out of tool arguments, logs, and messages. ## Submit when ready Read readiness and the current answers. Your AI must explain validation and any external-delivery effects, then obtain a second explicit confirmation before submission. Give both confirmations in your AI conversation. Read the application afterward to confirm the result. A submission receipt does not prove approval or funding. ## Available tools - [Read a Client Intake Application contract](https://docs.levr.ai/mcp/tools/client_intake_applications.get_contract.md): `client_intake_applications.get_contract` - [Read a Client Intake Application answers](https://docs.levr.ai/mcp/tools/client_intake_applications.get_answers.md): `client_intake_applications.get_answers` - [Update a Client Intake Application answers](https://docs.levr.ai/mcp/tools/client_intake_applications.update_answers.md): `client_intake_applications.update_answers` - [List a Client Intake Application repeatable items](https://docs.levr.ai/mcp/tools/client_intake_applications.list_repeatable_items.md): `client_intake_applications.list_repeatable_items` - [Add a Client Intake Application repeatable item](https://docs.levr.ai/mcp/tools/client_intake_applications.add_repeatable_item.md): `client_intake_applications.add_repeatable_item` - [Update a Client Intake Application repeatable item](https://docs.levr.ai/mcp/tools/client_intake_applications.update_repeatable_item.md): `client_intake_applications.update_repeatable_item` - [Delete a Client Intake Application repeatable item](https://docs.levr.ai/mcp/tools/client_intake_applications.delete_repeatable_item.md): `client_intake_applications.delete_repeatable_item` - [Get a Client Intake Application original file](https://docs.levr.ai/mcp/tools/client_intake_applications.get_answer_file_download.md): `client_intake_applications.get_answer_file_download` - [List a Client Intake Application answer files](https://docs.levr.ai/mcp/tools/client_intake_applications.list_answer_files.md): `client_intake_applications.list_answer_files` - [Read intake document text](https://docs.levr.ai/mcp/tools/client_intake_applications.get_file_text.md): `client_intake_applications.get_file_text` - [Prepare a Client Intake Application answer file upload](https://docs.levr.ai/mcp/tools/client_intake_applications.prepare_answer_file_upload.md): `client_intake_applications.prepare_answer_file_upload` - [Update a Client Intake Application file metadata](https://docs.levr.ai/mcp/tools/client_intake_applications.update_answer_file.md): `client_intake_applications.update_answer_file` - [Delete a Client Intake Application answer file](https://docs.levr.ai/mcp/tools/client_intake_applications.delete_answer_file.md): `client_intake_applications.delete_answer_file` - [Review application status](https://docs.levr.ai/mcp/tools/client_intake_applications.review_status_change.md): `client_intake_applications.review_status_change` - [Change application status](https://docs.levr.ai/mcp/tools/client_intake_applications.change_status.md): `client_intake_applications.change_status` - [Read client intake autofill preparation](https://docs.levr.ai/mcp/tools/client_intake_applications.get_autofill_preparation.md): `client_intake_applications.get_autofill_preparation` - [Prepare client intake autofill](https://docs.levr.ai/mcp/tools/client_intake_applications.prepare_autofill.md): `client_intake_applications.prepare_autofill` - [Prepare client intake Autofill supporting-file upload](https://docs.levr.ai/mcp/tools/client_intake_applications.prepare_autofill_file_upload.md): `client_intake_applications.prepare_autofill_file_upload` - [Start client intake autofill](https://docs.levr.ai/mcp/tools/client_intake_applications.start_autofill.md): `client_intake_applications.start_autofill` - [Get client intake autofill](https://docs.levr.ai/mcp/tools/client_intake_applications.get_autofill.md): `client_intake_applications.get_autofill` - [List client intake autofill suggestions](https://docs.levr.ai/mcp/tools/client_intake_applications.list_autofill_suggestions.md): `client_intake_applications.list_autofill_suggestions` - [Accept a Client Intake Application autofill suggestion](https://docs.levr.ai/mcp/tools/client_intake_applications.accept_autofill_suggestion.md): `client_intake_applications.accept_autofill_suggestion` - [Retry client intake autofill](https://docs.levr.ai/mcp/tools/client_intake_applications.retry_autofill.md): `client_intake_applications.retry_autofill` - [Check Client Intake Application submission readiness](https://docs.levr.ai/mcp/tools/client_intake_applications.check_submission_readiness.md): `client_intake_applications.check_submission_readiness` - [Submit Client Intake Application](https://docs.levr.ai/mcp/tools/client_intake_applications.submit.md): `client_intake_applications.submit`