• ENTITY DATA
  • CONTACT INFO
  • PORTFOLIO MAP
  • HUMAN REVIEW

How to query portfolio entity details with your AI

Connect your iLEVEL data to your AI client once. After that, you can ask questions about your portfolio companies and their key contacts without leaving your chat interface.

Ask AI about this page

Short answer

Can my AI pull entity and contact info from iLEVEL?

Yes. Your AI uses specific tools to pull legal entity names and contact details from your iLEVEL records. You get immediate answers to questions about who is in your portfolio and how to reach them.

Data outcomes

Where your data lands.

The AI processes your requests through these specific outcomes.

ENTITY DATA

Direct entity lookups

The AI identifies specific legal entities within your iLEVEL database. You get clean names and identifiers for any company in your portfolio.

CONTACT INFO

Instant contact details

Your agent finds the people tied to those entities. It pulls names and contact information so you don't have to hunt through records.

PORTFOLIO MAP

Portfolio-wide summaries

Ask for a list of all entities to get a high-level view of your holdings. The AI organizes these records into a readable format.

HUMAN REVIEW

Manual verification

You decide which details are accurate for your reports. The AI provides the data, but you keep control over the final output.

The workflow

What your AI does when you ask a question.

The AI acts as a bridge between your chat and your iLEVEL database.

  1. Identify the entity

    The AI scans your iLEVEL records to find the specific legal entity you are asking about.

    list_entities

  2. Locate people

    Once the entity is found, the AI looks up the associated people and their details.

    list_contacts

  3. Filter results

    The AI narrows down the list of contacts to match the specific person or role you need.

    list_contacts

  4. Present information

    The AI delivers the entity name and contact info directly in your chat window.

    list_entitieslist_contacts

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are basic starting points. Swap out the company names or roles for the ones you actually need.

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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"
    }
  }
}
Copy into chat04

  • List all the legal entities currently in my iLEVEL portfolio.

  • Find the contact details for the primary contact at Acme Corp.

  • Who are the contacts listed for the entity known as Globex Inc?

  • Show me a list of all contacts associated with my portfolio companies.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect iLEVEL once, then ask.

Follow the link to connect your account. Your credentials stay encrypted, and you can immediately start using these tools in your preferred AI client.

Connect iLEVEL to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change or delete data in iLEVEL?

    No. The AI can only read entity and contact information. It cannot modify, add, or delete any records in your iLEVEL account.

  • 02

    Does the AI have access to my full iLEVEL database?

    The AI only accesses the specific data it needs to answer your questions using the provided tools.

  • 03

    Can I ask the AI to create a new contact?

    No. There are no tools available to create or update records. The AI is strictly for querying existing data.

  • 04

    How does the AI find the right person?

    It uses the contact list associated with a specific entity to match the names or roles you request.

  • 05

    Do I need to provide the entity ID every time?

    No. You can use the company name, and the AI will use the entity list to find the correct ID for you.

  • More questions about iLEVEL? See everything the iLEVEL Connector can do

Connect iLEVEL to Claude, Cursor, ChatGPT & more