How to Use the iLEVEL (S&P Global) MCP in Claude

Q: How do I connect the iLEVEL (S&P Global) MCP Server to my Claude Desktop app?

Open your claudedesktopconfig.json file and add the server details under the mcpServers key. Save the file and restart Claude Desktop to let the app auto-detect the new tools. You will see the hammer icon in the chat input when it is active.

Q: Can I filter investments by specific portfolios?

Yes. Your agent first calls listportfolios to find the correct portfolio ID, then uses listinvestments to pull the associated assets. You can then request details on a specific asset using getinvestment.

Pull real-time S&P Global iLEVEL private equity fund data and portfolio valuations directly into Claude Desktop.

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Connect iLEVEL (S&P Global) MCP to Claude Desktop

Create your Vinkius account to connect iLEVEL (S&P Global) to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup iLEVEL (S&P Global) with Claude Desktop

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Pull live private equity fund lists in Claude Desktop

The `list_funds` and `list_portfolios` tools let your agent pull real-time private equity fund structures and active portfolios straight into your chat interface. This setup runs locally on your machine via stdio transport, meaning Claude Desktop executes the commands as subprocesses to fetch your fund summaries without exposing your database credentials. Then, you can query specific investment metrics across those funds. Your agent uses `get_investment` to pull down the exact asset valuations and ownership percentages, letting you analyze performance trends without leaving your Claude Desktop workspace.

Audit user access and contacts using this MCP Server

The `list_users` and `list_contacts` tools expose the entire directory of system users and external stakeholders directly to your AI client. By running this MCP Server locally, Claude Desktop queries the S&P Global iLEVEL directory to cross-reference which team members have access to specific fund profiles. You can also call `list_entities` to map out the legal structures associated with each contact. This local execution path keeps your identity auditing fast, bypassing manual exports and spreadsheet lookups entirely.

Track portfolio asset status and API health

The `list_assets` and `get_status` tools give your agent direct visibility into S&P Global asset lists and the current operational health of the API. When using Claude Web with a remote MCP connector, you paste the Vinkius URL into your integrations settings to monitor system availability instantly. If you need to verify API compatibility, your agent calls `get_version` to check the active endpoint version. This continuous monitoring ensures your automated portfolio reporting doesn't break during critical valuation cycles.

Setup guide

Set up iLEVEL (S&P Global) MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The iLEVEL (S&P Global) MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the iLEVEL (S&P Global) MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under ilevel-sp-global-mcp.

json

{
  "mcpServers": {
    "ilevel-sp-global-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about iLEVEL (S&P Global) MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server details under the `mcpServers` key. Save the file and restart Claude Desktop to let the app auto-detect the new tools. You will see the hammer icon in the chat input when it is active.

Yes, you can add this server as a custom connector in your claude.ai settings. Paste the remote URL provided by Vinkius into the Integrations panel to use these MCP tools from any browser. This allows your agent to fetch live private equity data on any device.

Ask Claude Desktop to run a quick system status check. Your agent will call `get_status` and `get_version` to verify the API is responsive. If the server returns a successful payload, your connection is ready.

Yes. Your agent first calls `list_portfolios` to find the correct portfolio ID, then uses `list_investments` to pull the associated assets. You can then request details on a specific asset using `get_investment`.

This MCP Server runs in a secure, ephemeral V8 Isolate sandbox on Vinkius, ensuring your private equity investment details and valuation metrics are never stored. All communication between Claude Desktop and the S&P Global API is encrypted in transit using your single endpoint token. This keeps your sensitive fund structures completely private.

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