iLEVEL (S&P Global) MCP Server
Manage private equity investments, portfolios, and funds via iLEVEL API.
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What is the iLEVEL MCP Server?
The iLEVEL MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to iLEVEL via 10 tools. Manage private equity investments, portfolios, and funds via iLEVEL API. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate iLEVEL
Ask your AI agent "List all active investments in my iLEVEL portfolio." and get the answer without opening a single dashboard. With 10 tools connected to real iLEVEL data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
iLEVEL (S&P Global) MCP Server capabilities
10 toolsRetrieves details for a specific investment
Gets the iLEVEL system status
Gets the iLEVEL API version
Lists all assets
Lists all contacts
Lists all legal entities
Lists all funds
Lists all investments
Lists all portfolios
Lists all users in the system
What the iLEVEL (S&P Global) MCP Server unlocks
Empower your AI agents to interact with your iLEVEL private equity data. This MCP server allows you to list investments, retrieve entity details, manage portfolios, and view fund information directly through the iLEVEL API. Ideal for automating financial reporting and portfolio monitoring.
Frequently asked questions about the iLEVEL (S&P Global) MCP Server
How do I get iLEVEL API credentials?
You need to contact your iLEVEL account manager or S&P Global support to enable Web Services access and obtain your API username and key.
Is the instance domain required?
Yes, each firm has a specific iLEVEL instance URL (e.g., firmname.ilevelconnect.com) that must be provided during setup.
Can I see all my investments?
Yes, the list_investments tool provides access to the full list of investments documented in your iLEVEL instance.
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Connect iLEVEL (S&P Global) with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
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Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Give your AI agents the power of iLEVEL MCP Server
Production-grade iLEVEL (S&P Global) MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.