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

Build resilient financial workflows with Mastra AI and the iLEVEL (S&P Global) MCP Server.

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Connect iLEVEL (S&P Global) MCP to Mastra AI

Create your Vinkius account to connect iLEVEL (S&P Global) to Mastra AI 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 Mastra AI

Ask AI about this MCP

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Claude

Perplexity

Automated fund data retrieval

Trigger `list_funds` within your agent workflows to automate your reporting cycles. Mastra AI handles the execution and waits for the response before proceeding. This turns manual data collection into a background task. Your agents can now verify fund availability before executing complex logic.

Conditional entity processing

Use `list_entities` to drive branching logic in your agents. If a specific entity exists, the workflow follows one path; otherwise, it triggers a fallback. This gives your automation the precision required for financial reporting. You build logic that reacts to the actual state of your S&P Global records.

User and contact management

Automate user-based notifications by fetching contact lists via `list_contacts` and `list_users`. Your agents can look up the correct points of contact for any investment. This removes the manual overhead of updating distribution lists. The agent ensures the right people get the right data, every time.

Setup guide

Set up iLEVEL (S&P Global) MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All iLEVEL (S&P Global) tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "ilevel-sp-global-mcp-client",
  servers: {
    "ilevel-sp-global-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "iLEVEL (S&P Global) Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to iLEVEL (S&P Global) tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent iLEVEL (S&P Global) transactions"
);
console.log(result.text);

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Common questions about iLEVEL (S&P Global) MCP in Mastra AI

Add the server to your configuration and import the tools into your agent. Mastra AI will automatically map the available functions for use in your workflows.

Yes. Mastra AI supports built-in retry logic. You can set exponential backoff on these tool calls to handle intermittent network issues.

You can toggle tool approval settings for any MCP function. This forces the agent to pause and wait for your confirmation before running a query.

It works natively with the Mastra MCP client. You can deploy your agents to any cloud provider and maintain a persistent connection to your data.

The server operates in an ephemeral sandbox. It only processes the specific data your agents request and discards the session once the task concludes.

Use it with your favorite AI tools

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