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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.

Create business

Read as Markdown

All MCP tools

businesses.create

Create a client business profile directly in one authorized workspace. Optionally save contacts and an initial private research note in the same transaction; an enrichment failure rolls back the complete save. Existing contact emails are linked without overwriting data. Set include_client_intake=true to also create or reuse intake, even when automatic intake is off. Unavailable intake setup preserves the Business and returns an explicit outcome. Read the returned intake question contract and current answers before populating supported facts. This does not fill answers, send outreach, invite clients, share intake, or create funding Projects. In-house attribution is assigned automatically. Retry the same request safely with the same client_request_id and identical input.

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
client_request_idStable retry key for this creation request.Yes
contactsPublic contacts to save and link atomically. Existing emails are reused without edits.No
include_client_intakeExplicitly include client intake using the source's published template even when automatic intake is off. Leaves source settings unchanged and sends no invitation. Inspect the returned client_intake_creation outcome; unavailable setup preserves the Business, contacts and note.No
initial_notePrivate rich-text research note saved atomically: identity/location, sources, relevance, unknowns and requested drafts. Never put inferred facts into verified application answers.No
nameBusiness operating name.Yes
provider_slugProvider receiving the business. Copy provider_slug from providers.list; named slugs are valid.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 Businesses guide.