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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

Request an integration

Tell us what your integration needs to do. Add an email if you want a reply.

Projects

Read as Markdown

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

A Project is a business's funding goal. It keeps the requested funding, Criteria, recommendations, and related Deals together.

Work toward a funding goal

  1. Find or create the Project for the intended business.
  2. Read its funding request and complete its Criteria.
  3. Use Matchmaking to find and review suitable recipients.
  4. Create Deals for reviewed recommendations, then complete each recipient's application.

Read the Project before changing it. Its revision and its Criteria answers revision protect different changes; use the Project revision for Project changes and the answers revision for Criteria changes.

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.

Related resources

Matchmaking

View tools and requirements

Available tools

projects.listList projectsprojects.getRead project detailsprojects.createCreate projectprojects.upsert_noteCreate or edit Project noteprojects.updateEdit project detailsprojects.list_notesList Project notesprojects.set_pinned_notePin or unpin Project noteprojects.get_stage_configurationRead projects stagesprojects.review_stage_moveReview move of projects between stagesprojects.update_stage_configurationManage projects stagesprojects.move_stageMove projects between stagesprojects.review_delete_noteReview Project note deletionprojects.delete_noteDelete Project note