# iLEVEL (S&P Global) MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** private-equity, portfolio-monitoring, financial-reporting, investment-data, fund-management

## Description

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.

## Tools

### 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.

## Prompt Examples

**Prompt:** 
```
List all active investments in my iLEVEL portfolio.
```

**Response:** 
```
I'll fetch the list of investments for you.
```

**Prompt:** 
```
Show me the details for the 'Alpha Fund' entity.
```

**Response:** 
```
I'll retrieve the entity information from iLEVEL.
```

**Prompt:** 
```
Check the system status and API version.
```

**Response:** 
```
I'll look up the current system status and version details for you.
```

## Capabilities

### 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.

## Use Cases

### 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.

## Benefits

- 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.

## How It 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.

1. You configure your AI client to connect to this MCP via Vinkius.
2. Your agent determines which data points are needed, for example, 'list all assets' or 'get details for a specific investment'.
3. The agent calls the necessary tool in the MCP, and you get back structured financial records ready for analysis.

## Frequently Asked Questions

**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.