How do I connect this MCP to my AI client?

You connect once through your AI client by following the Vinkius setup instructions. Vinkius hosts the MCP and manages the connection for you.

Do I need to manage my own API keys?

No, Vinkius manages the credentials and keeps the connection running so you don't have to.

Which AI clients can I use with this?

You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

What kind of data can my agent access?

Your agent can access investments, funds, portfolios, legal entities, contacts, and users stored in iLEVEL.

Yes, Vinkius hosts the MCP and manages the authentication securely to ensure your private equity data remains protected.

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 capability provides access to the full list of investments documented in your iLEVEL instance.

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Connect Ilevel Sp Global to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Bring your private equity data directly into your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through iLEVEL.

01
Get status
Checks the current operational status of the iLEVEL system.
02
List assets
Retrieves a full list of all assets in your system.
03
List entities
Fetches a list of all legal entities recorded in iLEVEL.
04
Get investment
Provides specific, detailed information for a single investment.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through iLEVEL.

05
List contacts
Returns a list of all contacts stored in the system.
06
List funds
Pull a list of all funds managed within the platform.
07
List investments
Generates a list of all investments currently in the database.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through iLEVEL.

08
List portfolios
Retrieves a list of all portfolios you manage.
09
List users
Provides a list of all users registered in the iLEVEL system.
10
Get version
Checks the current version of the iLEVEL API.

Real work

What teams actually run

Automated Reporting

Your agent pulls investment data to build periodic performance reports.

Rapid Due Diligence

You ask your agent to pull specific entity details to verify information quickly.

Portfolio Audits

The agent lists all assets and funds to ensure everything is accounted for.

Contact Management

You use the agent to find contact details for specific entities or funds.

Automate a task

Put iLEVEL to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

iLEVEL works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put iLEVEL to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

948ms average. Fast in production.

iLEVEL is checked daily against the live service.

Daily averagePeak 1034ms

Oct 15Today

Fastest day: 768ms
Slowest day: 1034ms
14-day trend: Slowing+35%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of iLEVEL, so you can see the experience inside your AI.

It does not authenticate your account with iLEVEL. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

iLEVEL Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — iLEVEL capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "ilevel-sp-global-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up iLEVEL in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work iLEVEL owners hand off.

This MCP is built for private equity professionals who need to bridge the gap between their investment data and their AI-driven workflows.

01
Private Equity Analysts
They hand off data gathering and reporting tasks to the agent.
02
Portfolio Managers
They use the agent to quickly check fund and asset status.
03
Financial Operations Staff
They use the agent to manage entity and contact information.

FAQ

Questions iLEVEL owners ask.

01
How do I connect this MCP to my AI client?
You connect once through your AI client by following the Vinkius setup instructions. Vinkius hosts the MCP and manages the connection for you.
02
Do I need to manage my own API keys?
No, Vinkius manages the credentials and keeps the connection running so you don't have to.
03
Which AI clients can I use with this?
You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.
04
What kind of data can my agent access?
Your agent can access investments, funds, portfolios, legal entities, contacts, and users stored in iLEVEL.
05
Is my data secure?
Yes, Vinkius hosts the MCP and manages the authentication securely to ensure your private equity data remains protected.
06
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.
07
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.
08
Can I see all my investments?
Yes, the list_investments capability provides access to the full list of investments documented in your iLEVEL instance.

Explore

More in Industry Titans

Connect iLEVEL to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Get status

List assets

List entities

Get investment

05-07

List contacts

List funds

List investments

08-10

List portfolios

List users

Get version

What teams actually run

Automated Reporting

Rapid Due Diligence

Portfolio Audits

Contact Management

Building your own app? The connector is yours to use.

iLEVEL Connector

Claude Desktop

Private Equity Analysts

Portfolio Managers

Financial Operations Staff

How do I connect this MCP to my AI client?

Do I need to manage my own API keys?

Which AI clients can I use with this?

What kind of data can my agent access?

Is my data secure?

How do I get iLEVEL API credentials?

Is the instance domain required?

Can I see all my investments?

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