iLEVEL (S&P Global) MCP. Automate Private Equity Portfolio Monitoring
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iLEVEL (S&P Global) MCP Server manages private equity investments, portfolios, and funds. Your AI client interacts directly with the iLEVEL API to list investments, retrieve entity details, and monitor fund status.
It lets you automate financial reporting and track portfolio performance by calling tools like `list_investments` or `get_investment`.
What your AI agents can do
Get investment
Pulls detailed data for a single, specified investment record.
Get status
Checks the current operational status of the iLEVEL system.
Get version
Returns the current API version of the iLEVEL system.
Your agent calls list_investments to get a complete roster of all investment records managed by iLEVEL.
Your agent runs get_investment when it needs deep, specific data on one particular investment record.
Your agent uses list_portfolios to see all defined portfolio structures and contents.
Your agent runs list_entities to pull a directory of all legal entities connected to the data.
Your agent executes list_funds to retrieve a roster of all managed funds.
Your agent uses list_contacts to get a list of all contacts in the system.
Your agent calls get_status and get_version to verify the API connection and system uptime.
Ask AI about this MCP
Supported MCP Clients
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019d75b8get investment
Pulls detailed data for a single, specified investment record.
019d75b8get status
Checks the current operational status of the iLEVEL system.
019d75b8get version
Returns the current API version of the iLEVEL system.
019d75b8list assets
Retrieves a list of all asset records available in the system.
019d75b8list contacts
Retrieves a complete list of all contacts associated with the platform.
019d75b8list entities
Retrieves a list of all legal entities tracked by iLEVEL.
019d75b8list funds
Retrieves a list of all managed funds.
019d75b8list investments
Retrieves a list of all investment records.
019d75b8list portfolios
Retrieves a list of all defined portfolios.
019d75b8list users
Retrieves a list of all user accounts in the iLEVEL system.
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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What you can do with this MCP connector
iLEVEL (S&P Global) MCP Server - Private Equity Data
This MCP Server gives your agent direct access to iLEVEL's private equity data. You don't gotta write API calls yourself; you just call tools. Your agent can query investments, track portfolios, and pull fund info straight from the iLEVEL API, which is killer for automating financial reporting and keeping tabs on complex holdings.
To get the full picture, your agent can check the system health by calling get_status and get_version. It can also pull a full directory of assets using list_assets, or get a roster of all user accounts via list_users.
For the core data, it'll pull all defined portfolios with list_portfolios, or get a full list of managed funds using list_funds. You can check all legal entities with list_entities, and grab a complete contact list with list_contacts.
When you're looking at investments, your agent can first pull a complete roster of all records using list_investments. If it needs deep details on one specific investment, it runs get_investment. It can also check the overall status of the iLEVEL system by calling get_status and get_version.
How iLEVEL (S&P Global) MCP Works
- 1 Your agent sends a request to the MCP Server, specifying a tool, like
list_investments, and any required parameters. - 2 The MCP Server authenticates the request and translates the call into the necessary iLEVEL API action.
- 3 The iLEVEL API returns the structured data (e.g., a list of investments) which your agent then processes and presents to you.
The bottom line is, your AI client talks to iLEVEL through us, and we handle the API calls and data parsing.
Who Is iLEVEL (S&P Global) MCP For?
Portfolio managers, financial analysts, and investment strategists who need to automate routine reporting on private equity funds. If you spend time manually pulling data from multiple dashboards or running separate API calls to track assets, this is for you.
Uses the server to track performance across multiple funds, running list_portfolios and list_investments to build quarterly reports.
Runs targeted queries like get_investment or list_entities to pull specific data points for valuation models or compliance checks.
Uses the server to map relationships by running list_contacts against list_funds to assess exposure across different parties.
What Changes When You Connect
- See the full picture of your assets by running
list_assets. Instead of navigating separate screens for each asset class, your agent gets a consolidated list of all records. - Stop building reports by hand. Use
list_investmentsto gather all necessary data points, then use your agent to structure and present the final financial report. - Track the connections between people and money. Running
list_contactsand cross-referencing that data withlist_entitieslets you map out complex ownership structures fast. - Understand your fund landscape immediately.
list_fundsgives you a clean roster of all available funds, whilelist_portfoliosshows how those funds are grouped and managed. - Validate your data source. Running
get_statusandget_versionensures your agent knows it's talking to a live, stable API endpoint before running complex queries. - Pull deep data on any specific holding. Instead of just seeing a list, use
get_investmentto pull every detail you need on a single, problematic investment.
Real-World Use Cases
Generating a quarterly fund report
A portfolio manager needs to report on 50 funds. Instead of logging into the system and running 50 different reports, they ask their agent to run list_funds first, then iterate through the results, calling get_investment for each fund to gather the necessary performance metrics for the final document.
Investigating a legal conflict
An analyst suspects a legal entity is tied to multiple parties. They ask the agent to run list_entities and then use list_contacts to pull every associated person, allowing them to map the potential conflict without manual database joins.
Auditing portfolio scope
A compliance officer needs to know every asset and fund covered by a specific portfolio. They instruct the agent to run list_portfolios to identify the correct structure, then use list_assets to confirm all assets are accounted for.
Onboarding a new team member
A manager needs to quickly assess the available users and their associated access rights. They ask the agent to run list_users and list_contacts to get a full view of who can access the system and who is registered.
Troubleshooting data gaps
When data looks incomplete, the agent first runs get_status to check the system's health. If the status is fine, it then uses get_version to confirm the API schema, helping the user narrow down if the problem is systemic or data-specific.
The Tradeoffs
Asking for a 'master list'
A user asks the agent to 'give me everything about the portfolio.' This vague request forces the agent to guess, often resulting in a massive, unreadable dump of data from list_assets and list_investments that the user can't parse.
→
Don't ask for everything. Start specific. If you need all assets, run list_assets. If you need all investments, run list_investments. If you need the full picture, chain the calls: first list_portfolios, then for each ID, call get_investment.
Mixing data sources manually
The user pulls a list of funds from the UI, then manually takes those IDs and tries to look them up in a separate spreadsheet using a different API, which often fails due to mismatched IDs.
→
Keep it inside the agent. Use list_funds to get the official roster, and then use the roster data to inform the agent's next step, like running list_investments to see which funds are actually invested in.
Assuming real-time data
The user expects the data returned by list_contacts to reflect instantaneous changes, but the API might have a slight delay or require a manual refresh.
→
Always check the system status first. Run get_status before running large list queries. This helps the agent confirm if the data source is currently accepting writes or if there's a known maintenance window.
When It Fits, When It Doesn't
Use this server if your process requires querying structured, interconnected financial data: assets, investments, funds, or legal entities. You need a reliable way to automate the gathering of data from the iLEVEL system, such as building quarterly reports or mapping ownership structures.
Don't use this if your goal is general knowledge retrieval or unstructured text analysis. For example, if you just need to summarize a PDF or write a memo, this server is overkill. You'd use a general document processing tool instead. If you only need to know if the system is up, just use get_status—don't run a full list_investments query first. Always select the most specific tool available (e.g., get_investment over list_investments) to get exactly what you need, minimizing data noise.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by iLEVEL. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manual portfolio reporting involves copy-pasting data from multiple screens.
Today, creating a portfolio report is a pain. You log in, pull the list of funds from one tab. Then, you have to switch to another screen to get the asset details for each fund. You copy the IDs, paste them into a third tool, and then manually merge the spreadsheets. It's slow, and you always risk missing a data point or using an outdated ID.
The iLEVEL (S&P Global) MCP Server makes data retrieval simple.
Your agent handles the whole sequence. You tell it: 'Give me the performance data for Q2.' The agent runs `list_funds`, identifies the relevant funds, and then calls `get_investment` for each one. It stitches it all together and hands you the final, clean output.
It takes the complexity of the iLEVEL API and boils it down to one conversation. You stop clicking tabs and start asking questions.
Common Questions About iLEVEL (S&P Global) MCP
How do I use the `list_investments` tool? +
You call list_investments to get a list of all investment records. This returns a roster of IDs and basic details, which you then use to run get_investment for the deep details on any specific record.
What is the difference between `list_assets` and `list_entities`? +
Assets and entities track different things. list_assets gives you a roster of physical or financial assets. list_entities gives you a roster of legal companies or organizations.
Do I need to run `list_users` before running other tools? +
No. You can run any list or get tool without checking users first. list_users only provides a roster of user accounts and credentials within the system.
What is the best way to check the API health? +
Always start by calling get_status. This confirms the system is online. If that passes, run get_version to make sure your agent is using the correct data schema.
Can I list portfolios using `list_portfolios` and then get fund data? +
Yes. Use list_portfolios to identify the portfolio structure, and then use the resulting IDs to guide the agent in calling list_funds or get_investment to pull the required data.
How do I use `get_investment` to find specific financial metrics? +
You provide the unique identifier for the investment. The tool returns specific metrics, like valuation or performance data, allowing your agent to process deep financial analysis.
What information does `list_contacts` provide? +
It provides a list of all contacts associated with your accounts. You can then use this data to cross-reference individuals against specific funds or entities for targeted reporting.
How can I use `list_funds` to check fund eligibility? +
The tool lists all funds and their status. This helps your agent confirm if a fund is active or available for inclusion in a portfolio or report.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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