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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.

List deals

Read as Markdown · All MCP tools

deals.list

List financing transactions in one authorized workspace. Results contain recipient, project, amounts, application_status and separate pipeline_stage. Use deals.get for application progress, actionability, collaboration, and message detail.

Operation
read
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
assigned_to_meTrue for deals assigned to the authenticated user; false for deals explicitly assigned to another user. Omit this filter to include unassigned deals.No
created_afterInclude records created at or after this timestamp.No
created_beforeInclude records created at or before this timestamp.No
cursorOpaque next_cursor from the preceding page with the same query.No
include_archivedInclude archived deals. Archived deals are excluded by default.No
orderingComma-separated ordering fields. Prefix a field with - for descending order. Allowed fields: name, created_at, updated_at, submitted_at.No
page_sizeMaximum items to return. The allowed range is 1 through 50.No
provider_slugProvider whose deals to list. Copy provider_slug from providers.list; named slugs are valid.Yes
searchSearch deal and business names.No
source_channel_idFilter by a Lead source owned by the selected provider. Pass the canonical srcch ID returned by source_channels.list.No
statusExact application_status.key from a previous read; this filter does not select pipeline stages.No
updated_afterInclude records updated at or after this timestamp.No
updated_beforeInclude records updated at or before this timestamp.No
View exact input schema

Result

Check the structured result for success or an error before continuing.

View exact output schema

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