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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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Lead sources

Read as Markdown

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

Lead sources record how businesses and Deals arrive in your Portal and can determine the intake application future businesses receive.

Configure a Lead source

  1. List sources with source_channels.list, then read the selected source with source_channels.get.
  2. Create a business-signup-link or Referral API source with source_channels.create when needed.
  3. Read the latest revision before changing its details or configuring intake.
  4. Review the setup before using it for future clients. Existing businesses, applications, and Deals are not rewritten.

In-house and Marketplace sources are created by the system; partner sources come from partnerships. A Deal Package defines the application and delivery setup for new Deals.

Remove a Lead source

When the user asks to remove a source, use source_channels.get_removal_options to check eligibility and affected counts. A signup source with activity needs a replacement chosen by the user. Removing it moves business and Deal attribution to that replacement, changing how reports group the activity; the businesses and Deals remain.

Use source_channels.review_removal with the chosen replacement, explain the returned effects, and obtain a second explicit confirmation. Then call source_channels.remove with the unchanged review token, revision, replacement, and user_confirmed: true. Reviews expire after ten minutes or when the reviewed source, activity, or replacement changes. Reuse client_request_id only for an identical retry, including a completed removal.

An unused Referral API source can be removed; this revokes its source-owned API credentials. API sources with attributed businesses or Deals cannot be removed. Signup links for a removed source should no longer be used. System sources cannot be removed, and partnership sources are managed through the Partnership tools.

You can also remove an eligible source in your Portal. Credential management remains on the source’s Portal page. Confirmation does not grant additional Portal permissions.

Available tools

source_channels.listList Lead sourcessource_channels.getGet Lead sourcesource_channels.createCreate Lead sourcesource_channels.review_removalReview Lead source removalsource_channels.configure_intakeConfigure Lead source intakesource_channels.get_activity_summaryGet Lead source activity summarysource_channels.get_removal_optionsGet Lead source removal optionssource_channels.removeRemove Lead sourcesource_channels.updateUpdate Lead source