# Lead sources Use live MCP discovery to check which tools your connection can call. Lead sources record how businesses and Deals arrive in your Portal and decide their clients' initial experience and ongoing self-service access. ## Configure a Lead source 1. List sources with `source_channels.list`, then read the selected source with `source_channels.get` and `source_channels.get_settings`. 2. Create a business-signup-link or Referral API source with `source_channels.create_configured`, supplying the client's intake, matchmaking and direct-application choices explicitly. 3. Use `source_channels.configure_settings` with the settings read's latest revision as `expected_revision`. Omitted choices stay unchanged. Check `can_enable` before enabling a client option; existing self-service and direct-application sources survive an administrator disabling new enabling. 4. Use `source_channels.configure_intake` for its application definition and acknowledgement message. Existing applications, answers, Projects and Deals remain intact. For signup links choose one experience: intake, self-service, direct applications, or all off. When switching, explicitly turn off the other options. Other legacy mixed configurations remain readable; intake takes initial-entry priority, followed by direct applications, matchmaking, then provider-led work. Turning client matchmaking off changes client access without deleting data or disabling the provider team's tools. API-key action permissions are separate. API sources support business profile only, client intake, self-service matchmaking, or a direct application to your Portal. Read the source's API readiness before creating a business with `POST /v1/businesses/` and `source_channel_id`. Follow returned application URLs to read the live contract and save answers separately. An omitted or null `invite_client` uses the source's invitation default; false suppresses invitations, while true sends during creation before subsequent answers are saved. Creating or configuring an API source through MCP does not issue credentials. An authorized human activates its restricted key in API setup; never request or expose tokens in conversation. The old `source_channels.create` contract starts intake on and optional client actions off; use configured creation for new setup. Provider-wide client settings are deprecated. In-house and Marketplace sources are created by the system; partner sources come from partnerships. Marketplace and partner-referral client behavior and intake setup are read-only: these sources receive submitted applications rather than starting client onboarding. An In-house self-service setting lets clients start funding requests; it does not automatically create a Project or Deal when your team adds a business. When an existing client adds or connects another business through their Portal, Levr creates the client-added source on first use. It copies the same Portal's signup link with the most businesses, choosing the newest on a tie. Client choices, the intake form/message, and selected Deal Package copy once; later link changes do not propagate. Without a signup link, intake starts on and optional client actions off. Signup-link arrivals keep their own source. A Deal Package defines the application and delivery setup for new Deals. Direct applications require a lender receiving profile and can_enable=true; an old draft Deal or Deal Package does not establish eligibility. Use configure_settings for client behavior. Retired provider-wide client switches and the automatic-Deal toggle are unavailable through MCP; configure_intake only selects the form and edits its messages. ## 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](https://docs.staging.levr.ai/mcp/resources/provider_relationships.md). 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 - [List Lead sources](https://docs.staging.levr.ai/mcp/tools/source_channels.list.md): `source_channels.list` - [Get Lead source](https://docs.staging.levr.ai/mcp/tools/source_channels.get.md): `source_channels.get` - [Create configured Lead source](https://docs.staging.levr.ai/mcp/tools/source_channels.create_configured.md): `source_channels.create_configured` - [Create Lead source](https://docs.staging.levr.ai/mcp/tools/source_channels.create.md): `source_channels.create` - [Review Lead source removal](https://docs.staging.levr.ai/mcp/tools/source_channels.review_removal.md): `source_channels.review_removal` - [Configure Lead source client settings](https://docs.staging.levr.ai/mcp/tools/source_channels.configure_settings.md): `source_channels.configure_settings` - [Configure Lead source intake](https://docs.staging.levr.ai/mcp/tools/source_channels.configure_intake.md): `source_channels.configure_intake` - [Get Lead source activity summary](https://docs.staging.levr.ai/mcp/tools/source_channels.get_activity_summary.md): `source_channels.get_activity_summary` - [Get Lead source client settings](https://docs.staging.levr.ai/mcp/tools/source_channels.get_settings.md): `source_channels.get_settings` - [Get Lead source removal options](https://docs.staging.levr.ai/mcp/tools/source_channels.get_removal_options.md): `source_channels.get_removal_options` - [Remove Lead source](https://docs.staging.levr.ai/mcp/tools/source_channels.remove.md): `source_channels.remove` - [Update Lead source](https://docs.staging.levr.ai/mcp/tools/source_channels.update.md): `source_channels.update`