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Lev MCP Quickstart

Connect Lev to Claude, Cursor, or any MCP-compatible client in about two minutes — then try a few real prompts to see what it can do.

Updated April 2026

1. Install in your client

Pick your client below and follow the steps. You'll sign in with your Lev account the first time you use a tool.

In Claude Desktop or claude.ai, open Settings → Connectors → Add custom connector. Fill in the fields below, click Add, then sign in when the browser opens.

Connector details

Name:             Lev
URL:              https://mcp.lev.com/mcp
OAuth Client ID:  FPVfGZHwa9wvqhLwmXiaZyJPEjnaVAZB

To add the Lev MCP server to Claude Code, run the following command in your terminal. To learn more, see the Claude Code documentation.

Terminal

claude mcp add --transport http --client-id FPVfGZHwa9wvqhLwmXiaZyJPEjnaVAZB --callback-port 9876 --scope user Lev https://mcp.lev.com/mcp

After adding the server to Claude, you must authenticate with Lev.

Terminal

claude /mcp

Install in Cursor

To open Cursor and automatically add the Lev MCP, click install. Alternatively, add the following to your ~/.cursor/mcp.json file. To learn more, see the Cursor documentation.

~/.cursor/mcp.json

{
  "mcpServers": {
    "Lev": {
      "url": "https://mcp.lev.com/mcp",
      "auth": {
        "CLIENT_ID": "FPVfGZHwa9wvqhLwmXiaZyJPEjnaVAZB",
        "scopes": [
          "openid",
          "email"
        ]
      }
    }
  }
}

Open the Command Palette (Cmd+Shift+P) and run MCP: Open User Configuration. Replace the file contents with the JSON below and save. Click the Start codelens that appears above the Lev entry. When prompted for OAuth Client ID, paste FPVfGZHwa9wvqhLwmXiaZyJPEjnaVAZB and leave Client Secret blank.

mcp.json

{
  "servers": {
    "Lev": {
      "type": "http",
      "url": "https://mcp.lev.com/mcp"
    }
  }
}

The first tool call triggers an OAuth sign-in flow backed by Auth0 — see MCP Authentication for the full token lifecycle.

2. What you can do

Once you're connected, your AI client can read and act on your Lev data on your behalf. It only sees what you can see in the Lev app.

Deals — search, read, create, update, and move deals through pipeline stages.
CRM — look up and edit contacts and companies (lenders and sponsors).
Placements & term sheets — track lender outreach and read the loan quotes that come back.
Market data — pull current SOFR, Prime, and Treasury rates.
Account — see your profile, switch between Lev accounts, and list your team.

3. Try these prompts

Paste any of these into your client. They map to real Lev tools and return real data from your account.

Get oriented

Use the Lev MCP server to show my profile and which Lev accounts I have access to.

Browse your deals

List my five most recent deals on Lev, sorted by most recently updated.

Drill into a specific deal

Pull the term sheets we've received on the [deal name] deal and summarize the rates and fees side by side.

Check the market

What is the current 30-day SOFR rate and Prime rate?

Track lender activity

Show me every placement on the [deal name] deal where the lender is still reviewing, and what the next step is.

Move a deal forward (write action — confirm before approving it in your client)

Move the [deal name] deal to the "Term Sheet Received" pipeline status.

Need help?

Stuck on install or something not behaving the way you expect? Email help@lev.com and we'll get you unblocked.

For the full tool list and setup details, see MCP Setup and MCP Tools.