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MCP Tools

Every live tool the Lev MCP server exposes, grouped by domain, with parameters and response shape.

Updated June 2026

Reading the Catalog

R / W — Read tools are safe to call repeatedly. Write tools mutate state and should be gated behind human confirmation in agent workflows.
Parameters — only the notable ones are listed. Most list tools accept limit, offset, and sort as well.
Enums — all enum values are lowercase on the wire. The server lowercases user input automatically, but prompt enums in lowercase to reduce model errors.
Related REST page — links to the matching reference in the Lev API docs for full schema.
Coming soon — three lender-discovery tools (search_lenders_for_deal, get_lender_search_results, search_lender_directory) are documented below but not live in the MCP surface today. They are being reworked to handle large payloads, MCP-created deal properties, and async ranking signals. Expect them to land in a follow-up release.

Lender discovery tools are in the works

Rows below with Coming soon in the description are documented for the surface they are moving toward. They do not appear in the live tool list today. If your workflow depends on lender matching, plan for it to land in a subsequent release.

Deals

Tool	Type	Description
`list_deals`	R	Search deals. Filters: `loan_type`, `transaction_type`, `business_plan`, `min_loan_amount`, `max_loan_amount`. See Deals.
`get_deal`	R	Fetch a deal with optional include for financials, properties, team. Takes `deal_id`.
`summarize_deal`	R	Narrative deal snapshot at three detail levels (`brief`, `standard`, `memo`). Takes `deal_id` and optional `detail`. Consolidates `get_deal`, `search_deal_index`, `list_term_sheets`, and `list_placements` into prose for chat surfaces; quantitative claims cite their source document.
`search_deal_index`	R	Search indexed canonical deal facts for a specific question. Takes `deal_id`, `context`, optional `min_score`, `limit`, and `include_signed_urls`. Use for source-backed underwriting facts, metrics, and provenance after resolving the deal. See Search Index.
`list_deal_index_observations`	R	Inspect every value extracted from documents for a single deal fact. Takes `deal_id` plus `sot_id` (preferred, from a prior `search_deal_index` result) or `metric_id`. Use to show provenance, pick among candidate values, or prepare an `observation_id` for `update_deal_index_fact`. See Index Observations.
`update_deal_index_fact`	W	Change a deal fact's canonical value. Takes `deal_id`, `sot_id`, and exactly one of `value` (free-text replacement) or `observation_id` (promote an extracted value — preserves source provenance). Server-side editability is enforced; non-editable metrics return a clear error. See Update Index Fact.
`list_deal_index_metric_definitions`	R	List the metrics that can be recorded on a deal, each with a `suggested_write_via` routing hint. Takes `deal_id` plus optional `metric_label`, `category_id`, `limit`, `offset`. Use to discover what's recordable before `insert_deal_index_facts`. See Metric Definitions.
`insert_deal_index_facts`	W	Record one or more user-supplied metric values on a deal (NOI, occupancy, valuation, etc.) that it doesn't have yet. Takes `deal_id` and `values` — each a `metric_id` plus `value`, with optional `entity_ref` from `GET /index/entities`. To correct a value the deal already has, use `update_deal_index_fact` instead. See Insert Index Facts.
`list_deal_memos`	R	List a deal's memos (AI-generated deal books) — both published and draft, most recently active first. Takes `deal_id` plus optional `limit` (default 20) / `offset`. Returns each memo's `uuid`, `title`, type, `status` (`published`/`draft`), published date, and `pdf_ready` flag; no PDF link (use `get_deal_memo`). See List Memos.
`get_deal_memo`	R	Fetch one memo for a deal with a ready-to-click PDF link. Takes `deal_id`, `memo_id` (the memo's `uuid`), and optional `quality` (`original` default, or `high`/`medium`/`low`). Unrendered drafts have no PDF (`pdf_ready: false`). See Get Memo.
`create_deal`	W	Create a new deal. Requires `title`. Optional: `loan_amount`, `loan_type`, `transaction_type`, `business_plan`, `description`, `estimated_close_date`, `sponsor_private_company_id`.
`update_deal`	W	Update any deal field. Takes `deal_id` plus fields to change.
`delete_deal`	W	Soft delete a deal. Takes `deal_id`.
`search_lenders_for_deal`	W	Coming soon. Kick off AI-powered lender matching for a deal. Takes `deal_id`. Returns a search job handle. Not live today — see the note at the top of this page.
`get_lender_search_results`	R	Coming soon. Fetch ranked lender matches for a deal. Takes `deal_id`. Not live today.
`move_deal_to_pipeline_status`	W	Move a deal to a specific pipeline status. Takes `deal_id`, `pipeline_id`, `pipeline_status_id`.

Enums

loan_type: construction, heavy_bridge, light_bridge, permanent, land, predevelopment, tbd
transaction_type: acquisition, refinance, new_construction, tbd
business_plan: stabilized, value_add, construction, land

Related REST pages: Deals, Pipelines.

Contacts

Tool	Type	Description
`list_contacts`	R	Search contacts. Filters: `contact_type`, `email`, `first_name`, `last_name`.
`get_contact`	R	Fetch a contact by `contact_id`.
`create_contact`	W	Create a contact linked to a company. Requires `company_id`, `contact_type`, `first_name`, `last_name`.
`update_contact`	W	Update any contact field. Takes `contact_id` plus fields to change.

Enum — contact_type: lender_contact, sponsor.

Related REST page: Contacts.

Companies

Tool	Type	Description
`list_companies`	R	Search private companies (lenders, sponsors). Filters: `name`, `state`, `city`.
`get_company`	R	Fetch a company by `company_id`.
`create_company`	W	Create a company. Requires `name`. Optional: `company_type`, `website`, `city`, `state`.
`update_company`	W	Update any company field. Takes `company_id` plus fields to change.

Enum — company_type: lender, sponsor.

Related REST page: Companies.

Lenders

Tool	Type	Description
`search_lender_directory`	R	Coming soon. Search the institutional lender directory. Filters: `state`. Not live today — see the note at the top of this page.
`get_lender`	R	Fetch a lender by `lender_id`. Optional `include_programs` to return lending programs. Useful when a `lender_id` surfaces from placements, term sheets, or companies.

AI lender matching is coming soon

search_lenders_for_deal and get_lender_search_results under Deals drive AI-ranked lender matching for a specific deal. Both are documented above but not live today. get_lender continues to work for direct lookups once a lender_id is known.

Related REST pages: Lender Directory.

Placements

Tool	Type	Description
`list_placements`	R	Search lender placements (outreach). Filters: `deal_id`, `status`, `lender_status`, `visibility`, `contact_id`, `private_company_id`, plus `min_created_at`/`max_created_at` and `min_updated_at`/`max_updated_at` range filters. Sort: `status`, `score`, `created_at`, `updated_at` (prefix `-` for descending).
`get_placement`	R	Fetch a placement by `placement_id` with match score and metadata.
`create_placement`	W	Open lender outreach on a deal. Requires `deal_id` and `private_company_id`. Optional `contact_id`, `status`, `visibility`, `description`, `score`, `outreach_date`, `lender_status`. Cannot create with `status="archived"`. See Create Placement.
`update_placement`	W	Update a placement. Takes `placement_id` plus any of `status`, `visibility`, `description`, `score`, `outreach_date`, `lender_status`. Use `status="archived"` to remove (no DELETE verb). `deal_id`, `private_company_id`, and `contact_id` are locked at create time. See Update Placement.

Enums

status: new, sent, lender_reviewing, terms_received, term_sheet_received, executed_ts_in_closing, closed, unresponsive, willing_to_negotiate, lender_passed, archived, carve_out, carve_out_closed
lender_status: origination, new, lead_qualification, quotation, negotiation, offer, term_sheet, good_faith_deposit, diligence, in_closing, closed, archived
visibility: hidden, masked, shared

archived is reserved for update_placement and cannot be sent to create_placement.

Related REST page: Placements.

Pipelines

Tool	Type	Description
`list_pipelines`	R	Fetch all pipelines with their statuses. No parameters.
`get_pipeline`	R	Fetch a single pipeline with all statuses and their IDs.
`summarize_pipeline`	R	Narrative pipeline snapshot at three detail levels (`brief`, `standard`, `memo`). Takes optional `pipeline_id` (defaults to the lowest-order pipeline) and `detail`. Aggregates stages, per-stage deal counts, loan totals, and highlighted deals (stuck longest, closing soon) into prose.

To read a deal's current pipeline status, call get_deal with include=pipelines (the default) — each deal returns up to 10 current pipeline rows, each including pipeline_id, status_name, and updated_at.

Related REST page: Pipelines.

Term Sheets

Tool	Type	Description
`list_term_sheets`	R	Fetch loan quotes for a deal. Takes `deal_id`.
`get_term_sheet`	R	Fetch a full term sheet with rates, fees, and terms. Takes `deal_id` and `term_sheet_id`.
`summarize_term_sheets`	R	Narrative comparison of all term sheets on a deal at three detail levels (`brief`, `standard`, `memo`). Takes `deal_id` and optional `detail`. Computes the lowest-rate and lowest all-in-cost leaders and surfaces rate, fee, and term tradeoffs.
`create_term_sheet`	W	Record a lender quote against a placement. Requires `deal_id`, `placement_id`, `total_rate`, `initial_funding`, `quote_type`, and `rate_type`. Many optional fields for fees, recourse, DSCR/debt yield, extension options, etc. See Create Term Sheet.
`update_term_sheet`	W	Revise a term sheet. Takes `deal_id` and `term_sheet_id` plus any field to change. `placement_id` and `deal_id` are locked. Omitted arguments stay unchanged; the MCP wrapper does not forward explicit nulls, so the REST null-clearing behavior for `base_rate` and the non-nullable boolean 422s are reachable through the REST API only. See Update Term Sheet.
`delete_term_sheet`	W	Soft-delete a term sheet (reversible by Lev support). Takes `deal_id` and `term_sheet_id`. See Delete Term Sheet.

Enums

quote_type: guidance, indication, soft_quote, hard_quote, term_sheet
rate_type: fixed, floating
recourse: personal_recourse, fund_corporate_recourse, non_recourse
recourse_type: full, partial, burn_off
floor_type: base_rate, total_rate
prepayment_penalty: step_down, defeasance, minimum_interest, yield_maintenance, minimum_multiple, swap_breakage, no_prepayment_penalty, no_ability_to_prepay, flat_fee, other
payment_method: accrued, partial, current_pay
capital_source_type: balance_sheet, agency, cmbs_clo, warehouse, sba
base_rate: either an enum key (e.g. treasury_y5, sofr_m1, prime_rate) or the matching display value from get_base_rates (e.g. Treasury 5-Yr, SOFR 30-Day Avg, Prime Rate). Use the literal none-fixed for fixed-rate quotes with no underlying benchmark

Related REST page: Term Sheets.

Market Data

Tool	Type	Description
`get_base_rates`	R	Current SOFR, Prime, Treasury rates. Cached ~30 minutes. No parameters.
`get_asset_types`	R	Property asset type classifications (Office, Multifamily, Industrial, Retail, Hotel, Self-Storage, ...). No parameters.

Related REST page: Market Data.

Account

Tool	Type	Description
`get_my_profile`	R	Returns user, active account, available accounts, subscription, granted scopes. Call this first to confirm the connection.
`list_team_members`	R	Fetch team members in the active account.
`list_available_accounts`	R	Fetch accounts the user can switch to.
`switch_account`	W	Pin the MCP session to a specific account by name or slug (fuzzy matched).

See MCP Authentication for how account context propagates across tool calls.

Related REST page: Account & Team.

Billing

Tool	Type	Description
`get_my_billing_summary`	R	Fetch the active account's subscription metadata and credit balance. Use before workflows that may consume credits.
`get_my_credit_balance`	R	Fetch only the active account's credit balance. Returns `enabled`, `balance`, and `unit`.

Related REST page: Billing.

Response Shape

Every tool returns a JSON string. The shape depends on the operation.

List tools

{
  "deals": [ { "id": 101, "title": "..." }, { "id": 102, "title": "..." } ],
  "total": 237,
  "showing": 20,
  "has_more": true
}

Detail tools

{
  "deal": { "id": 101, "title": "...", "loan_amount": 12500000 }
}

Write tools

{
  "message": "Deal created successfully",
  "deal": { "id": 103, "title": "..." }
}

Errors

Errors are returned as plain strings, never as raised exceptions. Common patterns include "Validation failed: loan_amount must be greater than 0" or "Deal not found: 101". See MCP Errors & Limits for the full convention.

Next steps