# MCP Cookbook > A living collection of prompts for running your deal pipeline through an AI assistant connected to Lev — start deals, track lenders, compare term sheets, work from files, and chain Lev with your other tools. Source: https://www.lev.com/docs/build/mcp/cookbook Last updated: June 2026 --- Many of these prompts also work alongside the other tools you've connected to your assistant — email, drive, CRM, and more. Paste any prompt into your client and swap in your own deals, lenders, and numbers. Many of these prompts take actions in Lev — creating or updating deals, logging term sheets, moving pipeline stages. Your AI client asks you to approve each action before it runs, and your assistant only ever sees what you can see in the Lev app. ## Start, shape, and move deals Spin up a deal from a quick description, then keep it current as terms move. > *I just got off a call with a sponsor. Create a new multifamily acquisition deal at 1200 Oak Street, Austin TX, with a $12M loan request.* > *The borrower bumped the ask on the Oak Street deal to $14.5M and pushed closing to mid-August. Update it.* > *Move the Oak Street deal to Negotiating & Selecting.* > *Log a note on the Oak Street deal: sponsor wants to push closing to mid-August and will send an updated rent roll this week.* > *On the Oak Street deal, add a checklist item to collect the trailing-12 operating statements from the sponsor, due next Friday.* > *We received the appraisal on the Oak Street deal — mark that checklist item complete.* ## Find lenders with AI matching Let Lev's AI rank the lenders most likely to finance a deal, then bring the best ones onto the deal and reveal a contact to reach out to. Running the match and revealing a contact each spend credits, so your assistant states the cost and waits for your approval before charging. > *Find lenders for the Oak Street deal — run Lev's AI match and show me the top ten, with why each one fits.* > *Add the top match to the Oak Street deal as a lender I'm pursuing.* > *Who's the recommended contact for that lender on the Oak Street deal? If they're still hidden, reveal their name and details so I can reach out.* ## Track lender outreach Track each lender's status as you work a deal. > *Add Summit Bridge Lending as a lender I'm reaching out to on the Oak Street deal, and mark the outreach as sent.* > *Summit Bridge came back with a term sheet — update their status on the deal.* > *Summit Bridge passed on Oak Street — mark their outreach as passed.* ## Capture and compare term sheets Record the quotes that come back and compare them on your terms. > *Log Summit Bridge's quote: 6.85% fixed, 5-year term, 65% LTV, 1 point origination.* > *Summit Bridge re-traded — rate's now 6.65% and they dropped origination to half a point. Update the quote.* > *Compare every term sheet on the Oak Street deal — which is cheapest all-in versus lowest headline rate?* ## Look things up Ask about a deal, your pipeline, where a number came from, or today's market. > *Tell me everything about the 588 Broadway deal — the property, the financials, who's on the team.* > *What's sitting in Negotiating & Selecting on my Financing pipeline?* > *Where did the NOI on this deal come from? Show me the source.* > *What documents are available on the Oak Street deal? Show uploaded files and generated deal memos together, and link anything I can open.* > *Find the rent roll PDF uploaded to the Oak Street deal and give me a clickable download link.* > *What vaults does the Oak Street deal have, and how many documents are in each? Then list just the files in the Closing room.* > *What's SOFR and the 5-year Treasury today?* ## Work with your other connected tools *These assume you've also connected the named tool to your assistant.* **Email (Gmail / Outlook)** > *I got a batch of revised term sheets by email overnight — read them and update each deal's quote in Lev.* > *Pull the intro thread with Birchwood Capital from my inbox and log them as new lender outreach on the Oak Street deal.* **Google Drive / OneDrive** > *Read the offering memo for the Riverside portfolio in my Drive and set up the deal in Lev — property, asset type, and loan request.* **Excel / Google Sheets** > *Here's my pipeline tracker. Create any deals in Lev that aren't there yet, and update the loan amounts that changed since last week.* **Calendar (Google / Outlook)** > *Check my calendar — for any deal with a closing scheduled this month, set the close date and move it to Closing in Lev.* **Slack** > *Someone dropped Amalgamated's quote in our #deals channel — log it as a term sheet on the right deal.* **Zoom** > *After my Zoom call with the sponsor, use the transcript to create the deal in Lev — pull the property, loan request, and asset type from what we discussed.* > *Take the summary from my Zoom call with Summit Bridge and log their quote as a term sheet on the Oak Street deal.* > *From the Zoom transcript of my intro call, add the new lender contact and their company in Lev.* > *Use the recap from today's borrower Zoom call to update the Oak Street deal — revised loan amount plus a note on what changed.* **CRM (Salesforce / HubSpot)** > *Pull the new sponsor contacts from HubSpot and add them to the matching deals and companies in Lev.* **DocuSign** > *The LOI on the Oak Street deal came back signed in DocuSign — move it to Signed LOI in Lev.* **Box / Dropbox** > *Open the financing package in Box for 1200 Oak Street and create the deal plus the sponsor company in Lev.* ## Build a deal from a file you upload *Drag a spreadsheet or PDF straight into the chat — no connection needed — and have Lev build the deal from it. Works well with a debt financing summary, proforma, rent roll, or offering memo.* > *I've attached the debt financing summary for a hotel acquisition. Read it and set up the deal in Lev — property address, keys, and square footage; the asset type; the purchase price; and the loan request.* > *Here's the proforma for the Oak Street deal (attached). Pull the property details and loan amount into Lev, and capture the key figures — purchase price, LTV, rate, and NOI — in the deal description.* > *Attaching an updated underwriting model. Compare it against this deal in Lev and update anything that changed — loan amount, close date, and the financing terms.* > *This workbook has a tab per property. Read each one and create the deals in Lev with their address, asset type, units, and loan request.* ## Chain it into a routine *Chain Lev with your other tools into a repeatable flow.* > *I just wrapped a call with Atlas Property Group. Find the Zoom recording, pull the deal context from Lev, save the summary to Notion, and draft a follow-up email to the borrower.* > *Every weekday at 6pm, run a call follow-up routine — grab my Zoom recordings, pull the deal context from Lev, save summaries to Notion, and draft follow-up emails to each borrower.* > *Every weekday at 8am, send me a morning brief on Slack with my calls today and any deals that need attention — pulling context from my Zoom recordings, Notion notes, Gmail threads, and Lev deal data.* Stuck on a prompt or seeing something unexpected? Email [help@lev.com](mailto:help@lev.com). For the full tool list and setup details, see [MCP Setup](/build/mcp/setup) and [MCP Tools](/build/mcp/tools).