Vinkius
iLEVEL (S&P Global)

iLEVEL (S&P Global) MCP for AI. Automate reporting on private equity investments.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

iLEVEL (S&P Global) MCP on Cursor AI Code EditoriLEVEL (S&P Global) MCP on Claude Desktop AppiLEVEL (S&P Global) MCP on OpenAI Agents SDKiLEVEL (S&P Global) MCP on Visual Studio CodeiLEVEL (S&P Global) MCP on GitHub Copilot AI AgentiLEVEL (S&P Global) MCP on Google Gemini AIiLEVEL (S&P Global) MCP on Lovable AI DevelopmentiLEVEL (S&P Global) MCP on Mistral AI AgentsiLEVEL (S&P Global) MCP on Amazon AWS Bedrock

Connect to your AI in seconds.

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.

+ 7 more capabilities included
Monitor Portfolio Structures

List and retrieve details about all managed portfolios.

Manage Investment Records

Get detailed information on specific investments or list them across the system.

Identify Core Business Units

Retrieve lists of legal entities, funds, and contacts associated with the data.

Audit System Health

Check the live operational status and API version of the iLEVEL system.

Included with Plan

Waiting for input…

AI Agent

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 Vinkius

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 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.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The iLEVEL (S&P Global) integration is available immediately — no restart needed.

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
Start building

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
iLEVEL (S&P Global) MCP server cover

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.

Built · Hosted · Managed by Vinkius iLEVEL (S&P Global) MCP - Private Equity Data Access
Server ID 019d75b8-2278-7135-b13f-8d9d2e2e6fe6
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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.

Built & Managed by Vinkius 30s setup 10 tools

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All 10 tools are live and waiting. You're up and running in seconds.

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