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CLI Commands

Per-command reference for the Lev CLI covering deals, contacts, companies, placements, pipelines, lenders, term sheets, market data, and API key management.

Updated May 2026

Auth

Manage authentication credentials and inspect the current session.

lev auth login                   # Store API key in OS keychain
lev auth login --profile staging # Store under a named profile
lev auth status                  # Show user, account, scopes, rate limits
lev auth logout                  # Remove stored credentials from the keychain
lev auth switch staging          # Change the default profile

Keychain storage

Credentials are stored in the OS keychain (macOS Keychain, Linux Secret Service) — never written to a config file.

Config

Inspect and manage the CLI's local configuration file at ~/.config/lev/config.toml.

lev config init          # Interactive first-time setup wizard
lev config show          # Print the resolved configuration (secrets masked)
lev config set key value # Set a single config key (e.g. default output format)

See CLI Reference → Configuration for the resolution priority order (flags > env vars > project config > user config > defaults).

Deals

Full CRUD operations on the core deal resource. See Deals for field definitions and schema details.

List deals

Basic

lev deals list

4 examples. View source for the rest.

                         Deals (42 total)
┌──────┬──────────────────────────┬──────────────┬───────────┬──────────┐
│ Id   │ Title                    │ Loan Amount  │ Type      │ Updated  │
├──────┼──────────────────────────┼──────────────┼───────────┼──────────┤
│ 2303 │ Office Tower Acquisition │  $50,000,000 │ permanent │ 2d ago   │
│ 2301 │ 500 Broadway Refinance   │  $22,500,000 │ permanent │ 5d ago   │
│ 2000 │ Palm Avenue Residence    │  $19,125,000 │ permanent │ 1mo ago  │
│ 1987 │ Industrial Park Bridge   │  $12,000,000 │ bridge    │ 1mo ago  │
│ 1920 │ Downtown Mixed-Use       │   $8,500,000 │ construct │ 2mo ago  │
└──────┴──────────────────────────┴──────────────┴───────────┴──────────┘
Showing 5 of 42. Use --offset to see more.

Flag	Description
`--loan-type TYPE`	Filter by loan type (permanent, heavy_bridge, construction, etc.)
`--business-plan PLAN`	Filter by business plan (stabilized, value_add, etc.)
`--filter FIELD=VALUE`	Generic filter for any supported field
`--sort FIELD`	Sort by field (prefix with `-` for descending)
`--include RESOURCES`	Embed sub-resources: `financials`, `properties`, `team`
`--fields FIELDS`	Return only specific fields (id always included)
`--limit N`	Results per page (1–200, default 50)
`--all`	Fetch all pages with progress bar

Get a deal

lev deals get 2303
lev deals get 2303 --include financials,properties,team
lev deals get 2303 --fields title,loan_amount,loan_type

Create a deal

lev deals create --title "456 Oak Ave Refinance" --loan-amount 3500000 --loan-type permanent

Created deal 2350: 456 Oak Ave Refinance

Mutation safety

Create, update, and delete commands prompt for confirmation in interactive terminals. Use --yes to skip prompts in scripts, and --dry-run to preview without executing. See CLI Workflows for scripting patterns.

Update a deal

lev deals update 2303 --loan-amount 55000000 --description "Updated loan amount after reappraisal"

Delete a deal

lev deals delete 2303

Performs a soft-delete (archive). The deal is not permanently removed.

Move a deal

lev deals move 2303 --pipeline 10 --status 3

Pass the pipeline ID and status ID as integers — use lev pipelines list and lev pipelines get <id> to look them up. --pipeline and --status are both required.

Launch date automation

Moving a deal to a launching status (Outreach, Negotiating, Closing, Closed) in a financing pipeline automatically sets the deal's launch date if not already set.

Sub-resources on a deal are exposed as dedicated commands. Use these when you want one specific slice without loading the full deal payload:

lev deals financials 2303       # GET /deals/{id}/financials
lev deals properties 2303       # GET /deals/{id}/properties
lev deals team 2303             # GET /deals/{id}/team

Contacts

Manage lender and sponsor contacts in the CRM. See Contacts for field definitions.

List contacts

All contacts

lev contacts list

3 examples. View source for the rest.

                     Contacts (156 total)
┌──────┬──────────────────┬───────────────────┬─────────┬──────────┐
│ Id   │ Name             │ Company           │ Type    │ Updated  │
├──────┼──────────────────┼───────────────────┼─────────┼──────────┤
│ 891  │ Jane Park        │ Capital One       │ lender  │ 1d ago   │
│ 887  │ Michael Torres   │ Wells Fargo       │ lender  │ 3d ago   │
│ 854  │ Sarah Chen       │ Brookfield Asset  │ sponsor │ 1wk ago  │
└──────┴──────────────────┴───────────────────┴─────────┴──────────┘

Get, create, update

lev contacts get 891
lev contacts create --company-id 12 --type lender --first Alex --last Kim --email alex@example.com
lev contacts update 891 --title "Senior Vice President"

--company-id, --type, --first, and --last are all required on create. --type accepts lender or sponsor.

Companies

Manage lender and sponsor company records. See Companies for field definitions.

List companies

All companies

lev companies list

2 examples. View source for the rest.

                     Companies (89 total)
┌──────┬──────────────────────┬─────────┬───────┬──────────┐
│ Id   │ Name                 │ Type    │ State │ Updated  │
├──────┼──────────────────────┼─────────┼───────┼──────────┤
│ 312  │ Capital One CRE      │ lender  │ NY    │ 2d ago   │
│ 298  │ Wells Fargo CMBS     │ lender  │ CA    │ 5d ago   │
│ 245  │ Brookfield Asset Mgmt│ sponsor │ NY    │ 2wk ago  │
└──────┴──────────────────────┴─────────┴───────┴──────────┘

Get, create, update

lev companies get 312
lev companies create --name "New Capital LLC" --type sponsor
lev companies update 312 --website "https://capitalcre.com"

Placements

View lender outreach and placement progression. See Placements for field definitions.

List placements

By deal

lev placements list --deal-id 2303

2 examples. View source for the rest.

               Placements for Deal 2303 (12 total)
┌──────┬──────────────────┬──────────────┬──────────┬──────────┐
│ Id   │ Lender           │ Status       │ Score    │ Updated  │
├──────┼──────────────────┼──────────────┼──────────┼──────────┤
│ 4501 │ Capital One      │ sent         │ 92       │ 1d ago   │
│ 4498 │ Wells Fargo      │ interested   │ 88       │ 2d ago   │
│ 4490 │ JPMorgan Chase   │ reviewing    │ 85       │ 3d ago   │
└──────┴──────────────────┴──────────────┴──────────┴──────────┘

Get a placement

lev placements get 4501

Pipelines

View deal pipelines. To move a deal into a pipeline stage, see Move a deal under Deals — the CLI groups mutations under the resource being mutated. See Pipelines for field definitions.

List pipelines

lev pipelines list

                     Pipelines (3 total)
┌──────┬──────────────────────┬──────────────────────────────┐
│ Id   │ Name                 │ Statuses                     │
├──────┼──────────────────────┼──────────────────────────────┤
│ 10   │ Financing            │ New → Outreach → Closing     │
│ 11   │ Acquisition          │ Sourcing → DD → Under PSA    │
│ 12   │ Internal Review      │ Submitted → Approved         │
└──────┴──────────────────────┴──────────────────────────────┘

Get a pipeline

lev pipelines get 10

Lender Directory

Search the institutional lender directory. See Lender Directory for field definitions.

Search lenders

By name

lev lenders search --name "Capital One"

3 examples. View source for the rest.

                   Lenders matching "Capital One" (3 total)
┌──────┬──────────────────────────┬───────────┬──────────────┐
│ Id   │ Name                     │ Type      │ Programs     │
├──────┼──────────────────────────┼───────────┼──────────────┤
│ 1042 │ Capital One CRE          │ bank      │ 5 programs   │
│ 1043 │ Capital One Multifamily  │ bank      │ 3 programs   │
│ 1044 │ Capital One Healthcare   │ bank      │ 2 programs   │
└──────┴──────────────────────────┴───────────┴──────────────┘

Get a lender

lev lenders get 1042
lev lenders get 1042 --include programs

Term Sheets

View term sheets for a deal. See Term Sheets for field definitions.

List term sheets

lev term-sheets list 2303

              Term Sheets for Deal 2303 (4 total)
┌──────┬──────────────────┬─────────┬───────────┬──────────┐
│ Id   │ Lender           │ Rate    │ Type      │ Updated  │
├──────┼──────────────────┼─────────┼───────────┼──────────┤
│ 780  │ Capital One      │ 5.25%   │ fixed     │ 1d ago   │
│ 778  │ Wells Fargo      │ S+185   │ floating  │ 2d ago   │
│ 775  │ JPMorgan Chase   │ 5.50%   │ fixed     │ 3d ago   │
│ 770  │ Signature Bank   │ S+200   │ floating  │ 5d ago   │
└──────┴──────────────────┴─────────┴───────────┴──────────┘

Get a term sheet

lev term-sheets get 2303 780

Pass both the deal ID and the term sheet ID — term sheets are scoped to a deal.

Market Data

Retrieve current base rates and reference data. See Market Data for field definitions.

lev market rates

                     Base Rates
┌───────────────────┬────────┬─────────────────┐
│ Index             │ Rate   │ As Of           │
├───────────────────┼────────┼─────────────────┤
│ SOFR              │ 4.33%  │ 2026-04-04      │
│ 5Y Treasury       │ 3.92%  │ 2026-04-04      │
│ 10Y Treasury      │ 4.21%  │ 2026-04-04      │
│ Prime             │ 7.50%  │ 2026-04-04      │
└───────────────────┴────────┴─────────────────┘

API Keys

Manage API keys for your account. See API Keys for details.

List keys

lev api-keys list

                         API Keys (3 total)
┌──────┬────────────────┬──────────────────┬─────────────────┐
│ Id   │ Prefix         │ Label            │ Last Used       │
├──────┼────────────────┼──────────────────┼─────────────────┤
│ 42   │ lev_sk_a1b2... │ production-sync  │ 2h ago          │
│ 38   │ lev_sk_c3d4... │ staging          │ 3d ago          │
│ 31   │ lev_sk_e5f6... │ ci-pipeline      │ 1wk ago         │
└──────┴────────────────┴──────────────────┴─────────────────┘

Create and revoke

lev api-keys create --label "new-integration"
# Created key: lev_sk_... (shown once — save it now)
 
lev api-keys revoke 42

Revoke takes the integer Id from lev api-keys list — the lev_sk_* prefix is not accepted.

Key visibility

The full key is shown only at creation. Store it securely — you cannot retrieve it later.

Next steps

Auth

Config

Deals

List deals

Get a deal

Create a deal

Update a deal

Delete a deal

Move a deal

Related deal resources

Contacts

List contacts

Get, create, update

Companies

List companies

Get, create, update

Placements

List placements

Get a placement

Pipelines

List pipelines

Get a pipeline

Lender Directory

Search lenders

Get a lender

Term Sheets

List term sheets

Get a term sheet

Market Data

API Keys

List keys

Create and revoke