# 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.

Source: https://www.lev.com/docs/build/mcp/quickstart

Last updated: June 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.

#### Claude

In Claude Desktop or [claude.ai](https://claude.ai), open **Settings → Connectors → Add custom connector**. Fill in the fields below, click **Add**, then sign in when the browser opens.

*Connector details*

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

#### ChatGPT

In ChatGPT, open the app store and search for Lev, or go directly to [Lev in the ChatGPT app store](https://chatgpt.com/apps/lev/asdk_app_69f1045fd7f881918fbbf039156fc4b4).

#### Claude Code

Run the following command in your terminal to add the Lev MCP server to Claude Code. See the [Claude Code documentation](https://docs.claude.com/en/docs/claude-code/mcp) for details.

*Terminal*

```bash
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, authenticate with Lev:

*Terminal*

```bash
claude /mcp
```

#### Cursor

Add the following to your `~/.cursor/mcp.json` file. See the [Cursor documentation](https://docs.cursor.com/context/model-context-protocol) for details.

*~/.cursor/mcp.json*

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

#### VS Code

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*

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

#### Other

For direct bearer-token access for custom agents and automation, contact [help@lev.com](mailto:help@lev.com).

## 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.
- **Lender matching** — run Lev's AI lender match on a deal, review the ranked results, and reveal a matched contact to reach out to.
- **Documents** — browse uploaded deal files and fetch short-lived download links.
- **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.*

**Match lenders to a deal**

> *Find lenders for the [deal name] deal — run Lev's AI match and show me the top matches with why each one fits.*

Lender matching spends credits, so your assistant tells you the cost and asks before it charges.

**Find deal documents**

> *Find the rent roll PDF uploaded to the [deal name] deal, then give me a clickable download link.*

**Check the market**

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

For the full collection — matching lenders with AI, tracking outreach, comparing term sheets, building deals from files, and chaining Lev with your other connected tools — see the **[MCP Cookbook](/build/mcp/cookbook)**.

## Need help?

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

For the full tool list and setup details, see [MCP Setup](/build/mcp/setup) and [MCP Tools](/build/mcp/tools).