iLEVEL (S&P Global) Connector for AI agents.

10 live capabilities

Manage private equity investments and portfolio data directly.

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AI Agent

Why people use iLEVEL (S&P Global)

ILEVEL for Private Equity Data Management

This Connector lets your AI agent do that work for you. Instead of manually clicking through pages, you can just ask your agent to pull a list of all funds or specific investment details. It gathers the data you need and puts it in front of you, so you can spend your time actually analyzing the numbers.

What Vinkius changes

You get a direct line from your AI agent to your private equity data without manual copy-pasting.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

Quarterly Fund Reporting

An analyst asks the agent to list all funds and pull investment details for a specific portfolio to build a summary report.
Real-world use case 02

Entity Auditing

A compliance officer uses the agent to list all legal entities to ensure everything is correctly registered in the system.
Real-world use case 03

Portfolio Health Check

A fund manager asks the agent to list all portfolios and show the status of specific assets to identify any issues.

Complete set · 10capabilities

The complete iLEVEL (S&P Global) capability set.

These are the exact actions your AI can choose when you ask it to work with iLEVEL (S&P Global).

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through iLEVEL (S&P Global).

01 Capability
Get investment
Pulls specific details for a single investment. This helps you quickly find data on one specific asset.
02 Capability
List contacts
Lists all contacts associated with the account. This makes it easy to see who you're dealing with.
03 Capability
List entities
Lists all legal entities in the data. This helps you organize complex corporate structures.
04 Capability
List funds
Lists all funds in your iLEVEL account. Use this to see your entire fund lineup at once.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through iLEVEL (S&P Global).

05 Capability
List investments
Lists every investment in the system. This gives you a full overview of your current portfolio.
06 Capability
List portfolios
Lists all portfolios managed in the system. This is great for seeing how different investments are grouped.
07 Capability
List users
Lists every user in the system. Use this to manage who has access to your data.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through iLEVEL (S&P Global).

08 Capability
Get status
Checks the current status of the iLEVEL system. You can use this to ensure the connection is active.
09 Capability
Get version
Retrieves the current version of the iLEVEL API. This is useful for checking if your connection is up to date.
10 Capability
List assets
Shows a list of all assets in the system. Use this to get a high-level view of your holdings.

Set up in minutes

One URL. Then ask iLEVEL (S&P Global) to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use iLEVEL (S&P Global) from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it iLEVEL (S&P Global), and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable iLEVEL (S&P Global) for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the iLEVEL (S&P Global) URL.
Step 03

Save and start

Save the connection and enable iLEVEL (S&P Global) in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using iLEVEL (S&P Global)

Open Agent mode in chat and ask: "Using iLEVEL (S&P Global), help me...". 10 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using iLEVEL (S&P Global)

Ask Copilot: "Using iLEVEL (S&P Global), help me...". 10 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using iLEVEL (S&P Global)

Open Cascade and ask: "Using iLEVEL (S&P Global), help me...". 10 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

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

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using iLEVEL (S&P Global)

Ask Cline: "Using iLEVEL (S&P Global), help me...". 10 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add ilevel-sp-global --transport http "https://edge.vinkius.com/vk_preview_LcOtvpEacxy3WzqGB9uftVzJBR41y8iSspAAaTdI/mcp"

Step 01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
Step 02

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
Step 04

Start using iLEVEL (S&P Global)

Ask Claude: "Using iLEVEL (S&P Global), show me...". 10 tools are ready

Where the request belongs

Work iLEVEL can move forward.

Built around the request

Private equity fund managers and investment analysts who are tired of manual portfolio tracking. It's for the person who spends hours every week pulling data from various sources to build a single report.

Private Equity Fund Manager

Monitors fund performance and reports to LPs.

Investment Analyst

Researches and tracks specific investment details and entities.

Financial Reporting Specialist

Automates the data collection for quarterly and annual reports.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 10 capabilities

Dynamo Software

Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.

View Connector

02 5 capabilities

Addepar

Investment management and reporting. manage portfolios, accounts, and financial performance via AI.

View Connector

03 8 capabilities

Chatham Financial

Manage financial risk and valuations via Chatham Financial. track trades, monitor debt, and access market data directly from any AI agent.

View Connector

04 13 capabilities

PitchBook

AI private market intelligence: research companies, deals, investors, and funds via agents.

View Connector

05 10 capabilities

Carta

Equip your AI agent with direct access to Carta. query cap tables, review equity grants, and monitor 409A valuations without opening the equity management dashboard.

View Connector

06 10 capabilities

Intrinio

Access real-time and historical financial market data via Intrinio API.

View Connector

Bring your own AI

Change the model, client or framework. Keep iLEVEL connected.

Claude
ChatGPT
Gemini
Cursor
VS Code
Windsurf
ZCode
Cline
Zed
Continue
Kiro
Roo Code
Zencoder
Goose
Void
Augment Code
Amp
Qodo
Tabnine
Pieces
Sourcegraph Cody
JetBrains
Warp
Amazon Q
Antigravity
BoltAI
Raycast
Jan
LM Studio
AnythingLLM
Open WebUI
Msty
Cherry Studio
LibreChat
TypingMind
Chorus
5ire
n8n
LangChain
LlamaIndex
CrewAI
Vercel AI SDK

Before you connect

Questions about iLEVEL.

The practical details behind the request, access and result.

Can I use the iLEVEL MCP to see my private equity investments?

Yes. You can ask your AI agent to pull a full list of every investment or get specific details for individual assets in your portfolio.

How does the iLEVEL MCP help with financial reporting?

It automates the data collection part of your reports. Your agent can pull fund lists and investment data directly, so you don't have to copy-paste from the portal.

Who can use the iLEVEL MCP for fund management?

It's designed for fund managers, investment analysts, and reporting teams who need a way to query private equity data using natural language.

Can the iLEVEL MCP list all my legal entities?

Yes, the Connector can retrieve a complete list of all legal entities registered in your iLEVEL account to help you organize your data.

Is the iLEVEL MCP good for monitoring my portfolio?

It is ideal for portfolio monitoring. You can ask your agent to check the status of your portfolios and assets at any time.

How do I get my data into my AI agent using the iLEVEL MCP?

Once you connect the Connector to your AI client, you can simply ask questions like 'show me my funds' or 'list my assets' to see your data.

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.

One connection away

Give your agent a direct line to iLEVEL.

Connect iLEVEL once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available

ILEVEL for Private Equity Data Management

You get a direct line from your AI agent to your private equity data without manual copy-pasting.

Quarterly Fund Reporting

Entity Auditing

Portfolio Health Check

Get investment

List contacts

List entities

List funds

List investments

List portfolios

List users

Get status

Get version

List assets

Open Connectors

Add the URL

Turn it on in chat

Open MCP settings

Add the URL

Save and start

Open MCP Settings

Add the server config

Save the file

Start using iLEVEL (S&P Global)

Create MCP config

Add the server config

Enable Agent mode

Start using iLEVEL (S&P Global)

Open MCP Settings

Add the server

Save and reload

Start using iLEVEL (S&P Global)

Open Cline MCP Settings

Add remote server

Enable the server

Start using iLEVEL (S&P Global)

Install Claude Code

Add the Connector

Verify the connection

Start using iLEVEL (S&P Global)

Private Equity Fund Manager

Investment Analyst

Financial Reporting Specialist

Dynamo Software

Addepar

Chatham Financial

PitchBook

Carta

Intrinio

Give your agent a direct line to iLEVEL.