Bring Private Equity
to Windsurf
Create your Vinkius account to connect iLEVEL (S&P Global) to Windsurf and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
Compatible with every major AI agent and IDE
What is the iLEVEL (S&P Global) MCP Server?
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.
Built-in capabilities (10)
Retrieves 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
Why Windsurf?
Windsurf's Cascade agent chains multiple iLEVEL (S&P Global) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
iLEVEL (S&P Global) in Windsurf
Why run iLEVEL (S&P Global) with Vinkius?
The iLEVEL (S&P Global) connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.




Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect iLEVEL (S&P Global) using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
iLEVEL (S&P Global) and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect iLEVEL (S&P Global) to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
iLEVEL (S&P Global) for Windsurf
Every request between Windsurf and iLEVEL (S&P Global) is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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