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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.

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Prepare client intake Autofill supporting-file upload

Read as Markdown · All MCP tools

client_intake_applications.prepare_autofill_file_upload

Prepare a five-minute upload of a supporting document for Autofill. Read preparation first. POST multipart field file to the returned URL using transfer_token as the Bearer credential. No API key is needed. Read the upload receipt and preparation again before starting Autofill. This does not start Autofill or change application answers. Limit: 25 MiB per file. Retry the same bytes at the returned URL while its credential is valid. After completion, do not prepare the upload again with the old preparation revision. Use a new idempotency_key for a new upload.

Operation
write
OAuth scopes
mcp

Availability depends on your assigned tools. Scopes do not grant record access. Read the tool description and current resource before changing it; follow the required revision and idempotency fields below.

Inputs

Name and descriptionRequired
application_idCopy client_intake_application.id from businesses.get; not the Business ID. Prefix: ciappl_.Yes
content_sha256SHA-256 of the exact file bytes to upload.Yes
expected_preparation_revisionRead Autofill preparation first and copy its revision.Yes
filenameSee the input schema for constraints.Yes
idempotency_keySee the input schema for constraints.Yes
provider_slugCopy provider_slug from providers.list; named slugs are valid.Yes
size_bytesSee the input schema for constraints.Yes
View exact input schema

Result

Check the structured result for success or an error before continuing. Read the affected record to confirm your change.

View exact output schema

For this workflow’s steps and prerequisites, read the Intake applications guide.