iLEVEL (S&P Global) MCP for AI. Automate reporting on private equity investments.
Works with every AI agent you already use
…and any MCP-compatible client








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iLEVEL (S&P Global) MCP connects your AI agent directly to private equity data streams. This gives you programmatic access to manage portfolios, list assets, track investments, and retrieve detailed entity records from iLEVEL.
It's built for automating financial reporting and portfolio monitoring workflows.
What your AI can do
Get investment
Pulls detailed information for a single, specific investment record.
Get status
Checks the current operational status of the iLEVEL system.
Get version
Retrieves the version number of the iLEVEL API for documentation purposes.
List and retrieve details about all managed portfolios.
Get detailed information on specific investments or list them across the system.
Retrieve lists of legal entities, funds, and contacts associated with the data.
Check the live operational status and API version of the iLEVEL system.
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iLEVEL (S&P Global): 10 Tools
Use these tools to query specific records, list entire asset classes, or check the operational status of the iLEVEL private equity system.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using iLEVEL (S&P Global) on VinkiusGet Investment
Pulls detailed information for a single, specific investment record.
Get Status
Checks the current operational status of the iLEVEL system.
Get Version
Retrieves the version number of the iLEVEL API for documentation purposes.
List Assets
Provides a comprehensive list of all assets tracked in the system.
List Contacts
Retrieves a list of contacts associated with the private equity data.
List Entities
Gathers all legal entities recorded within iLEVEL.
List Funds
Provides a complete list of funds managed or tracked.
List Investments
Generates a full inventory listing all investments.
List Portfolios
Lists every portfolio managed within the system, including key details.
List Users
Returns a list of user accounts currently configured in iLEVEL.
Security and governance baked right in.
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Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with iLEVEL (S&P Global), then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Manually compiling portfolio status reports takes hours.
Right now, pulling together a single view of your firm's assets is pure manual labor. You log into the asset management portal to get one list, then you switch tabs to the entity registry just to map out who owns what. Then you copy that data set and paste it into a spreadsheet, hoping all the IDs match up correctly. It’s tedious, prone to human error, and takes half a day.
With this MCP, your agent handles the whole sequence. You tell it exactly what's needed—say, 'Give me all assets for Portfolio Alpha.' The system executes the necessary calls (`list_portfolios` then `get_investment`), cleans up the output, and hands you a structured report ready to read. That’s the difference.
Accessing iLEVEL data with the iLEVEL MCP
The manual steps that disappear are opening multiple dashboards, switching between tabs for entities and assets, running individual reports for every fund or portfolio, and finally, manually reconciling all those disparate datasets in Excel. It’s a painful workflow.
Now, the data is unified by your agent. You don't worry about which tool to hit; you just ask the question, and it gets the answer from across the entire iLEVEL dataset. Period.
What your AI can actually do with this
This connector lets your AI client talk directly to the iLEVEL system. You can pull complex private equity data without ever logging into a dashboard or dealing with CSV exports. For instance, instead of manually running reports on investments and then cross-referencing that data with known legal entities, you ask your agent to do it all in one go.
It pulls together fund information alongside full portfolio details, giving you a single source of truth for financial analysis. When building these connections, you'll find Vinkius acts as the central catalog, letting you route this iLEVEL data seamlessly into any compatible AI client—Claude, Cursor, or your own agent framework. This means whether you need to list all active assets, check system status, or pull a specific investment record, your agent handles the API calls and structures the output for you.
019d75b8-2278-7135-b13f-8d9d2e2e6fe6 Here's how it actually works
The bottom line is that your AI client treats this entire data source like an internal API endpoint, making complex queries simple conversational requests.
You configure your AI client to connect to this MCP via Vinkius.
Your agent determines which data points are needed, for example, 'list all assets' or 'get details for a specific investment'.
The agent calls the necessary tool in the MCP, and you get back structured financial records ready for analysis.
Who is this actually for?
Investment analysts who spend hours manually cross-referencing portfolio dashboards and regulatory databases. It's for the financial engineer tired of writing boilerplate code just to pull structured data from a proprietary system.
Needs to check current asset allocations against known legal entities and funds without leaving their analysis environment.
Writes scripts that pull historical investment lists and status updates for quarterly reporting, eliminating manual data gathering steps.
Requires the ability to list all legal entities and users in the system to audit access permissions or verify compliance records.
What Changes When You Connect
Check system health instantly. Use get_status and get_version to verify the iLEVEL connection state before running major reports, preventing broken workflows.
Access the full spectrum of data types. You can easily pull lists for assets (list_assets), entities (list_entities), funds (list_funds), portfolios (list_portfolios), and investments (list_investments) from one place.
Target specific records fast. Instead of sifting through general reports, use get_investment to grab all the details for a single asset ID when you need it.
Build full organizational maps. Combine calls like list_entities and list_contacts to map out who is associated with which legal structure in your portfolio.
Manage user permissions visibility. Use list_users to get an immediate roster of system users, which is critical for compliance audits.
See it in action
The quarterly fund review needs a full data dump.
Instead of logging into the portal and running five separate reports (one for assets, one for investments, etc.), your agent runs list_assets and then passes those IDs to get_investment. It pulls every required piece of data and compiles it into a clean markdown table.
We need to audit all associated legal parties.
A compliance team needs to know who owns what. They ask the agent, which then calls list_entities to get every legal body, and subsequently uses that list to cross-reference contacts via list_contacts.
The portfolio structure changed; I need a complete picture.
A PM needs to confirm all changes. They ask the agent to run list_portfolios, then use get_investment on each resulting portfolio ID to build a comprehensive, real-time status report.
I need quick system verification before my team starts.
Before any work begins, the agent runs get_status and confirms connectivity. This prevents wasted time on reports that would fail due to a temporary API outage.
The honest tradeoffs
Treating the system like a database query.
Trying to write complex SQL joins or filtering logic into your prompt, hoping the agent will figure out how to combine data from list_assets and list_entities. This fails because the MCP controls the schema.
Break it down. First, ask the agent to run list_entities to get a list of IDs. Then, pass those IDs back into another tool call, like get_investment, so you're querying specific data points rather than expecting joins.
Assuming one single endpoint exists for everything.
Asking the agent to 'give me all investment info,' and expecting it to magically combine details from both list_investments and list_portfolios. The tool separation is intentional.
Always be specific. Tell the agent, 'First, run list_portfolios, then for each result ID, run get_investment.' This guarantees structured output.
Forgetting to check connectivity first.
Running a massive report like list_assets during off-hours and finding out the system was down. Your agent just fails silently or gives an unhelpful error message.
Always start by calling get_status. This confirms that the connection is live before you commit compute time to data retrieval.
When It Fits, When It Doesn't
Use this MCP if your core business process revolves around structured, verifiable data from private equity sources. Specifically, when you need to cross-reference investments (get_investment) against their owning legal structures (list_entities), or monitor the state of entire investment classes using list_funds and list_portfolios. Don't use this if your goal is general market sentiment analysis; that requires unstructured data (like news feeds). Also, don't try to handle transactional updates (e.g., 'change X value'). This MCP is strictly for retrieval and reading. If you only need a basic list of things without any financial context, a simple directory listing tool might be better.
Questions you might have
How do I use `list_investments` with other tools? +
list_investments gives you an ID list. You then pass one of those IDs to get_investment to pull the full details for that specific record.
Is this MCP suitable for checking system uptime? Use `get_status`. +
Yes, always run get_status first. It immediately tells you if the iLEVEL service is up or down, so your subsequent calls won't fail unnecessarily.
Does `list_entities` include portfolio data? +
list_entities only provides legal entity records. You need to call list_portfolios separately to see the current portfolio structure.
If I want a list of all assets, do I use `list_assets` or `list_investments`? +
list_assets is for general asset tracking. Use list_investments when you are specifically interested in the financial investment records.
How do I use `get_investment` to pull details for a specific asset? +
It fetches complete data records using an investment ID. You must provide the unique identifier; the tool returns all associated metrics, such as current valuation and date of acquisition.
What kind of information do I get when I run `list_contacts`? +
This tool provides contact records for your organization. You can retrieve names, roles, and primary affiliation details separate from general system users or entities.
Should I check the API version using `get_version` before running reports? +
Yes, it's smart practice to run get_version first. This confirms you're working with the current API standards and helps prevent data mismatch errors during reporting.
If I need a list of all available fund structures, do I use `list_funds`? +
That's right; list_funds specifically retrieves the defined fund structures. It shows you the top-level groupings that contain various portfolios and investments.
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.
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