# Lev API

> Lev is the leading platform for commercial real estate (CRE) deal and transaction management. The External API v2 is a RESTful JSON API at `https://api.levcapital.com/api/external/v2`. It powers deal lifecycle management, CRM, AI-powered lender matching, term sheet tracking, and market data across 7,000+ lenders and $50B+ in processed transactions.

Canonical URL: https://www.lev.com/docs

## Instructions for LLM Agents

Base URL: `https://api.levcapital.com/api/external/v2`

Authentication: Every request requires two headers:
- `Authorization: Bearer <api_key_or_jwt>` — API keys (prefix `lev_sk_`) are long-lived; JWTs are short-lived via OAuth 2.1 + PKCE.
- `X-Origin-App: <your_app_name>` — identifies the calling application.

For writes, also include:
- `Content-Type: application/json`
- `Idempotency-Key: <uuid>` (recommended, 24-hour expiry)

Response envelope: All responses return `{ request_id, timestamp, data }`. Lists add `{ pagination: { total, limit, cursor|offset, has_more, next_cursor? } }`.

Pagination: Cursor-based by default (stable, no duplicates). Offset-based when `sort` is specified. Default limit: 50, max: 200.

Error handling: Standard HTTP codes. Error body: `{ request_id, error: { code, message } }`. 404 is returned for both missing resources and resources the caller cannot access (no information leakage).

Rate limits: 200 req/min reads, 30 req/min writes, 10 req/min for auth validation.

Resource hierarchy: Deals are the core resource. Financials, properties, team, placements, term sheets, and lender search are sub-resources of a deal. Contacts and companies are account-scoped CRM resources. The lender directory is global (not account-scoped).

When generating code: always use cursor pagination for bulk sync, use `fields` param to minimize payloads, use `include` to avoid N+1 requests, and handle 429 with exponential backoff.

## Machine-Readable Resources

- OpenAPI spec: `https://www.lev.com/docs/openapi.json`
- Full docs bundle: `https://www.lev.com/docs/llms-full.txt` (all pages as markdown)
- Per-page markdown: append `.md` to any docs route, e.g. `https://www.lev.com/docs/build/deals.md`
- This file: `https://www.lev.com/docs/llms.txt`

## Learn

- [Lev Help Center](https://www.lev.com/docs/learn): Browse every article by feature, or jump to the Trust Center for security, compliance, and privacy.

**Deals**

- [Creating a New Deal](https://www.lev.com/docs/learn/deals/creating-a-new-deal): Step-by-step guide to creating standard, land, and portfolio deals on the Lev platform.
- [Invite Your Team](https://www.lev.com/docs/learn/deals/invite-your-team): Invite teammates to your Lev workspace so they can join deals and collaborate in real time.
- [Adding Lenders to a Deal](https://www.lev.com/docs/learn/deals/adding-lenders-to-a-deal): Build your placement list using Lev Match suggestions and your own network contacts.
- [Launching a Deal](https://www.lev.com/docs/learn/deals/launching-deals): Launch outreach to lenders, track responses with AI, manage follow-ups, and keep your placement table up to date.
- [Organizing & Viewing Your Deals](https://www.lev.com/docs/learn/deals/organizing-viewing-your-deals): Track deal progress, manage statuses, use list views, compare quotes, and share progress reports.
- [Other Outreach Tools](https://www.lev.com/docs/learn/deals/other-outreach-tools): Relaunch deals, use in-app calling, enable Deal Assist, update contacts, and track email conversations.

**Network Management**

- [Managing Your Network](https://www.lev.com/docs/learn/network-management/managing-your-network): Add, import, and delete connected lender contacts from Network → People.
- [Using Labels](https://www.lev.com/docs/learn/network-management/using-labels): Label groups, bulk apply, and My Network filters for deal launch.

**Market Insights**

- [Lender Directory](https://www.lev.com/docs/learn/market-insights/lender-directory): Search the Lender Directory by name or by lending tendencies to find the right lenders for your deals.
- [Recent Terms](https://www.lev.com/docs/learn/market-insights/recent-terms): Use the Recent Terms tab to view anonymized market terms, filter by deal components, and compare against your own term sheets.
- [Pulse Items](https://www.lev.com/docs/learn/market-insights/pulse-items): Use the Pulse Items tab to search and filter lender-attributed market feedback by keyword, category, and state.

**Files**

- [Upload Files](https://www.lev.com/docs/learn/files/uploading-files): Upload files to All Files, Deals, or Vaults with different sharing permissions and access levels.
- [Add Files to a Deal](https://www.lev.com/docs/learn/files/add-files-to-deal): Learn how to add files to deals through upload, existing files, or multiple deal attachment.
- [Add or Remove Files in a Vault](https://www.lev.com/docs/learn/files/add-files-to-vaults): Learn how to add, remove, and upload files in vaults for external sharing.
- [Organize Files](https://www.lev.com/docs/learn/files/organize-files): Use folders on Deals and Vaults to organize files for internal use or lender presentation.
- [Search & Filter Files](https://www.lev.com/docs/learn/files/searching-files): Use file filters and dynamic folders to search and organize files across deals by type, sponsor, and extension.
- [Rename, Delete & Remove Files](https://www.lev.com/docs/learn/files/manage-files): Rename, delete, or remove files from Deals and Vaults with global file management.

**Index**

- [What is Index](https://www.lev.com/docs/learn/index/what-is-index): Lev Index is a structured database on every deal that organizes extracted facts, metrics, and details and powers every document you generate.

**Vault**

- [What Are Vaults (Data Rooms)](https://www.lev.com/docs/learn/vault/what-are-vaults): Vaults are secure, deal-specific data rooms for controlled file sharing with external parties in Lev.
- [Vault Impact on Deals](https://www.lev.com/docs/learn/vault/how-does-vault-affect-my-deals): Explains how existing Deal Rooms were migrated to Vaults without affecting files or lender access.
- [Vault Best Practices](https://www.lev.com/docs/learn/vault/vault-best-practices): Learn effective strategies for creating and organizing Vaults to share deal files with different lenders throughout the deal process.
- [Create a Vault](https://www.lev.com/docs/learn/vault/creating-vaults): Create vaults to organize and share different sets of files with specific lenders or groups.
- [Vault Link Settings](https://www.lev.com/docs/learn/vault/vault-link-settings): Configure vault access levels and permissions to control company access and actions within shared vaults.
- [Share a Vault Link](https://www.lev.com/docs/learn/vault/sharing-a-vault-link): Share vault links with lenders through emails, bulk outreach, manual copying, or automated followups.
- [Vault Visitor Experience](https://www.lev.com/docs/learn/vault/vault-visitor-experience): Explains what external visitors can see and do when accessing a shared vault.
- [Set a Featured File](https://www.lev.com/docs/learn/vault/vault-featured-file): Pin any file to the top of a Vault as a featured presentation-ready file for lenders.
- [What Are Vault Checklists](https://www.lev.com/docs/learn/vault/what-are-vault-checklists): Overview of Vault Checklists—tasks, sharing, automation, file requests, and common workflows.
- [Creating and Managing Checklists](https://www.lev.com/docs/learn/vault/vault-checklists): Open the Checklist tab, add sections and tasks, use templates, and configure digests and reminders.
- [Requesting Files](https://www.lev.com/docs/learn/vault/checklist-file-requests-reminders): Request task updates by email, automatic AI matching, follow-ups, and full activity history per task.
- [Deal Intake Checklist Walkthrough](https://www.lev.com/docs/learn/vault/deal-intake-checklist): End-to-end walkthrough: intake Vault, checklist template, file requests, automation, and follow-ups.
- [Collaborating on Checklists with External Parties](https://www.lev.com/docs/learn/vault/checklist-external-collaboration): External checklist access: View only vs Full access, uploads, comments, and guest authentication.

**Memo**

- [Create a Memo](https://www.lev.com/docs/learn/memo/creating-a-new-memo): Create professional CRE offering memorandums using Lev Memo by uploading documents and following guided steps.
- [Upload Documents](https://www.lev.com/docs/learn/memo/document-upload-for-memo): Upload documents to Lev Memo through deal creation, Resources tab, or directly in Memo.
- [Edit Your Outline](https://www.lev.com/docs/learn/memo/editing-your-outline-in-memo): Edit, add, or delete sections in your Memo outline before generating the final presentation.
- [Add or Edit Content](https://www.lev.com/docs/learn/memo/adding-editing-content-in-memo1): Learn how to add and edit content in Lev Memo using insert button or slash command.
- [Add or Delete Slides](https://www.lev.com/docs/learn/memo/adding-or-deleting-a-slide-in-memo): Learn how to add, duplicate, delete, and manage slides in Lev Memo presentations.
- [Format Text](https://www.lev.com/docs/learn/memo/how-to-edit-and-format-text-in-lev-memo): Learn to edit and format text in Lev Memo including font, color, size, and alignment options.
- [Edit Images](https://www.lev.com/docs/learn/memo/editing-images-in-memo): Learn how to add, edit, resize, replace, and organize images in Lev Memo documents.
- [Edit Tables](https://www.lev.com/docs/learn/memo/editing-tables-in-memo): Learn how to add, edit, format, and manage tables in Lev Memo documents.
- [Handle Overflow](https://www.lev.com/docs/learn/memo/handling-overflow-in-memo): Learn to identify and fix content overflow issues in Lev Memo slides.
- [Add or Edit Column Grid Layouts](https://www.lev.com/docs/learn/memo/adding-editing-column-grid-layouts-within-memo): Create and customize column grid layouts in Lev Memo to arrange content side-by-side horizontally.
- [Smart Layouts](https://www.lev.com/docs/learn/memo/smart-layouts-in-memo): Guide to using Smart Layouts in Memo for structured content creation with pre-designed templates.
- [Style Slides](https://www.lev.com/docs/learn/memo/slide-styling-in-memo): Customize slide appearance in Memo by adjusting backgrounds, accents, and content alignment.
- [Edit Theme Settings](https://www.lev.com/docs/learn/memo/editing-theme-settings-in-memo): Learn how to edit theme settings including colors, fonts, and footers in Lev Memo.
- [Publish a Memo](https://www.lev.com/docs/learn/memo/how-to-publish-a-memo-export-it-to-pdf-powerpoint-and-share-it-with-lenders): Learn how to publish, download, and share memos with lenders using the Lev Platform.

**Account & Settings**

- [Account Settings](https://www.lev.com/docs/learn/account/account-settings): Set up your account, manage profile and company settings, add team members, and configure permissions.
- [Email Integration](https://www.lev.com/docs/learn/account/email-integration): Connect your email account, sync lender contacts, and reconnect when needed.

**Trust & Security**

- [Trust Center](https://www.lev.com/docs/learn/trust): Overview of Lev Trust Center security, compliance, and privacy.
- [Security](https://www.lev.com/docs/learn/security): Infrastructure, encryption, access control, and AI usage.
- [Compliance](https://www.lev.com/docs/learn/compliance): SOC 2 Type II, penetration testing, and privacy regulations.
- [AI & Data Handling](https://www.lev.com/docs/learn/ai-data-handling): How Lev uses AI, data sent to LLMs, and customer controls.
- [Data Privacy](https://www.lev.com/docs/learn/privacy): How we collect, use, and protect your personal information.
- [Subprocessors](https://www.lev.com/docs/learn/subprocessors): Third-party services that process customer data on our behalf.
- [Data Retention](https://www.lev.com/docs/learn/data-retention): How long we keep different types of data and what happens when data is deleted.
- [Email Integration](https://www.lev.com/docs/learn/trust/email-data-handling): How Lev integrates with email providers and handles data.
- [Resources](https://www.lev.com/docs/learn/resources): Policies, reports, and legal resources.
- [FAQ](https://www.lev.com/docs/learn/faq): Common questions about security, privacy, and compliance.

## Build

- [Build on Lev](https://www.lev.com/docs/build): Choose between Lev REST APIs, MCP, CLI, and production integration workflows.

**Getting Started**

- [Quickstart](https://www.lev.com/docs/build/getting-started): Make your first successful REST call, MCP connection, or CLI query using three clear happy paths.
- [Build on Lev's Platform](https://www.lev.com/docs/build/build-on-lev): Choose the fastest path to build on Lev: REST APIs, MCP agents, or production-ready recipes.
- [Lev API Documentation](https://www.lev.com/docs/build/api-overview): The API overview for Lev's REST surface, shared response model, and machine-readable developer resources.
- [Authentication](https://www.lev.com/docs/build/authentication): API key and JWT authentication for the Lev API.
- [API Keys](https://www.lev.com/docs/build/api-keys): Create, list, and revoke API keys.

**Core Concepts**

- [Pagination](https://www.lev.com/docs/build/pagination): Cursor-based and offset-based pagination patterns.
- [Filtering & Sorting](https://www.lev.com/docs/build/filtering-sorting): Filter and sort list endpoint results.
- [Error Handling](https://www.lev.com/docs/build/errors): HTTP status codes and error response format.
- [Rate Limits](https://www.lev.com/docs/build/rate-limits): Request rate limits and throttling behavior.

**Workflows**

- [Agent Workflows](https://www.lev.com/docs/build/agent-workflows): Design reliable agent workflows that retrieve the right Lev context, take bounded actions, and stay explainable.
- [Data Sync Patterns](https://www.lev.com/docs/build/data-sync-patterns): Build reliable backfills and incremental sync jobs using Lev's pagination, filtering, and stable response patterns.
- [Build a Broker Copilot](https://www.lev.com/docs/build/broker-copilot): A production-oriented recipe for combining deals, lender search, placements, and term sheets into one broker-facing copilot.

**Deals**

- [Deals](https://www.lev.com/docs/build/deals): Create, read, update, delete, and search indexed deal facts.
- [Deal Financials](https://www.lev.com/docs/build/deal-financials): Read deal financial details.
- [Deal Properties](https://www.lev.com/docs/build/deal-properties): List properties linked to a deal.
- [Pipelines](https://www.lev.com/docs/build/pipelines): Browse pipelines and move deals between stages.
- [Deal Team](https://www.lev.com/docs/build/deal-team): View team members assigned to a deal.
- [Placements](https://www.lev.com/docs/build/placements): View lender placements on deals.

**CRM**

- [Contacts](https://www.lev.com/docs/build/contacts): Create, read, and update CRM contacts.
- [Companies](https://www.lev.com/docs/build/companies): Create, read, and update CRM companies.

**Lenders**

- [Lender Directory](https://www.lev.com/docs/build/lender-directory): Browse lenders and lending programs.
- [Lender Search](https://www.lev.com/docs/build/lender-search): Trigger and retrieve AI-powered lender search results, then fold them into a broker or analyst workflow.
- [Term Sheets](https://www.lev.com/docs/build/term-sheets): List and view term sheets for deals.

**MCP**

- [MCP Overview](https://www.lev.com/docs/build/mcp/overview): What the Lev MCP server is, how it fits alongside the REST API, and when to reach for it.
- [Lev MCP Quickstart](https://www.lev.com/docs/build/mcp/quickstart): Install the Lev MCP, sign in once, then try a handful of real prompts to see what it can do.
- [MCP Setup](https://www.lev.com/docs/build/mcp/setup): Connect Claude, Cursor, or any MCP-compatible client to the Lev MCP server with a real working configuration.
- [MCP Tools](https://www.lev.com/docs/build/mcp/tools): Every live tool the Lev MCP server exposes, grouped by domain, with parameters and response shape.
- [MCP Authentication](https://www.lev.com/docs/build/mcp/auth): How Auth0 sign-in, scopes, token lifecycle, and account switching work for the Lev MCP server.
- [MCP Errors & Limits](https://www.lev.com/docs/build/mcp/errors-limits): How the Lev MCP server surfaces errors, enforces limits, and handles upstream failures.

**CLI**

- [CLI Setup](https://www.lev.com/docs/build/cli-setup): Install the Lev CLI and make your first call from the terminal in under 5 minutes.
- [CLI Commands](https://www.lev.com/docs/build/cli-commands): Every CLI command with syntax, flags, and real output examples.
- [CLI Workflows](https://www.lev.com/docs/build/cli-workflows): Use the Lev CLI in scripts, CI/CD pipelines, and data export workflows.
- [CLI Reference](https://www.lev.com/docs/build/cli-reference): Global flags, environment variables, configuration, exit codes, and troubleshooting for the Lev CLI.

**Account**

- [Account & Team](https://www.lev.com/docs/build/account): View account information and team members.
- [Billing](https://www.lev.com/docs/build/billing): Read subscription status and credit balance for the active account.
- [Market Data](https://www.lev.com/docs/build/market-data): Access base rates and asset type reference data.

## Grow

- [Community](https://www.lev.com/docs/grow): A curated directory of CRE-first communities, builders, workflows, open-source projects, the wider AI-engineering builder stack, and research.

**Featured**

- [Featured Lev Agent chats](https://www.lev.com/docs/grow/featured-lev-agent-chats): Featured Lev Agent chats that pair each prompt with its use case and a public launch link.
- [AI for CRE Collective](https://www.lev.com/docs/grow/ai-for-cre-collective): A practitioner-led CRE AI community giving brokers, analysts, investors, developers, and operators tested tools, repeatable workflows, office hours, demos, and templates built around real CRE deliverables.
- [GowerCrowd](https://www.lev.com/docs/grow/gowercrowd): A CRE AI training, advisory, newsletter, and podcast platform from Dr. Adam Gower — built around practical implementation across sourcing, underwriting, operations, capital formation, and exit.
- [Jake Heller](https://www.lev.com/docs/grow/jake-heller): Jake Heller is a CRE developer, consultant, and AI for CRE operator helping real estate professionals implement practical AI workflows for underwriting, OMs, market intelligence, lease abstraction, dashboards, entitlement analysis, and CRE tool selection.

**Categories**

- [Communities](https://www.lev.com/docs/grow/cre-communities): Communities, newsletters, and meetups built around commercial real estate — the rooms operators, brokers, analysts, and developers gather in to share workflows.
- [Builders](https://www.lev.com/docs/grow/cre-builders): Operators, founders, and analysts publishing useful work on AI in commercial real estate — the practitioners worth following as workflows reshape the deal cycle.
- [Workflows](https://www.lev.com/docs/grow/cre-workflows): Tutorials, workshops, and case studies showing how CRE teams run real deals with AI — sourcing, underwriting, OMs, vaults, and investor workflows.
- [Open Source](https://www.lev.com/docs/grow/cre-open-source): Open-source repos for CRE teams and AI engineers — agents, reference implementations, and tooling worth forking when you build on top of Lev.
- [Builder Stack](https://www.lev.com/docs/grow/builder-stack): The wider AI-engineering builder stack — Claude Code, Cursor, MCP servers, and adjacent tooling that shows up in production agent workflows.
- [Research](https://www.lev.com/docs/grow/research): Long-form reports, surveys, and analysis on how commercial real estate teams adopt AI — useful when you want context beyond the daily feed.

## Endpoint Reference

### Getting Started

Docs: [Quickstart](https://www.lev.com/docs/build/getting-started)

`POST /auth/validate-api-key` — Validate an API key and receive authentication details

Docs: [Lev API Documentation](https://www.lev.com/docs/build/api-overview)

`GET /health` — Public liveness endpoint — no authentication required

Docs: [Authentication](https://www.lev.com/docs/build/authentication)

`POST /auth/validate-api-key` — Validate an API key (unauthenticated endpoint)

Docs: [API Keys](https://www.lev.com/docs/build/api-keys)

`POST /api-keys` — Create a new API key for the authenticated user
  Body: label* (string)

`GET /api-keys` — List all API keys for the authenticated user Query: limit, offset.

`DELETE /api-keys/{key_id}` — Permanently revoke an API key

### Deals

Docs: [Deals](https://www.lev.com/docs/build/deals)

`GET /deals` — List deals with pagination, filtering, and sorting Query: limit, cursor, offset, sort, fields, include, filter[loan_type], filter[transaction_type], filter[business_plan], filter[loan_amount][gte], filter[loan_amount][lte], filter[created_at][gte], filter[created_at][lte].

`GET /deals/{deal_id}` — Get a single deal by ID Query: include, fields.

`POST /deals/{deal_id}/index/search` — Search canonical indexed deal facts by natural-language context
  Body: context* (string), min_score (number), limit (integer), include_signed_urls (boolean)

`POST /deals` — Create a new deal
  Body: title* (string), loan_amount (number), loan_type (string), transaction_type (string), business_plan (string), description (string), estimated_close_date (string), pipeline_ids (integer[])

`PATCH /deals/{deal_id}` — Update a deal (partial update)
  Body: title (string), loan_amount (number), loan_type (string), transaction_type (string), business_plan (string), description (string), estimated_close_date (string)

`DELETE /deals/{deal_id}` — Archive (soft-delete) a deal

Docs: [Deal Financials](https://www.lev.com/docs/build/deal-financials)

`GET /deals/{deal_id}/financials` — Get financial details for a deal

Docs: [Deal Properties](https://www.lev.com/docs/build/deal-properties)

`GET /deals/{deal_id}/properties` — List properties associated with a deal

Docs: [Pipelines](https://www.lev.com/docs/build/pipelines)

`GET /pipelines` — List all pipelines available to your account

`GET /pipelines/{pipeline_id}` — Get a single pipeline with its statuses

`POST /deals/{deal_id}/pipeline` — Move a deal to a pipeline stage
  Body: pipeline_id* (integer), pipeline_status_id (integer)

Docs: [Deal Team](https://www.lev.com/docs/build/deal-team)

`GET /deals/{deal_id}/team` — List all team members assigned to a deal

Docs: [Placements](https://www.lev.com/docs/build/placements)

`GET /placements` — List placements with pagination Query: limit, cursor.

`GET /placements/{placement_id}` — Get a single placement by ID

### CRM

Docs: [Contacts](https://www.lev.com/docs/build/contacts)

`GET /contacts` — List contacts with pagination Query: limit, cursor, fields.

`GET /contacts/{contact_id}` — Get a single contact by ID

`POST /contacts` — Create a new contact
  Body: contact_type* (string), company_id* (integer), first_name (string), last_name (string), email (string), title (string), department (string), address (string), city (string), state (string), zip (string), linkedin_url (string), is_primary (boolean)

`PATCH /contacts/{contact_id}` — Update a contact

Docs: [Companies](https://www.lev.com/docs/build/companies)

`GET /companies` — List companies in your account Query: limit, cursor, fields.

`GET /companies/{company_id}` — Get a single company by ID

`POST /companies` — Create a new company
  Body: name* (string), company_type* (string), website (string), address (string), city (string), state (string), zip (string), org_id (integer), linkedin_url (string)

`PATCH /companies/{company_id}` — Update a company

### Lenders

Docs: [Lender Directory](https://www.lev.com/docs/build/lender-directory)

`GET /lenders/directory` — Browse the lender directory Query: name, filter[state], sort, fields, limit, cursor.

`GET /lenders/{org_id}` — Get detailed lender information including programs

`GET /lenders/{org_id}/programs` — List lending programs for a lender

Docs: [Lender Search](https://www.lev.com/docs/build/lender-search)

`POST /deals/{deal_id}/actions/search-lenders` — Trigger an AI-powered lender search for a deal

`GET /deals/{deal_id}/lender-search` — Get lender search results for a deal Query: limit, offset.

Docs: [Term Sheets](https://www.lev.com/docs/build/term-sheets)

`GET /deals/{deal_id}/term-sheets` — List term sheets for a deal Query: limit, cursor.

`GET /deals/{deal_id}/term-sheets/{term_sheet_id}` — Get a single term sheet

### Account

Docs: [Account & Team](https://www.lev.com/docs/build/account)

`GET /me` — Get the authenticated user's profile, account, and platform details

`GET /me/accounts` — List every account the authenticated user has an active membership on

`PATCH /me/active-account` — Persist the authenticated user's active-account preference on the server
  Body: slug* (string)

`GET /account/team` — List team members in your account

Docs: [Billing](https://www.lev.com/docs/build/billing)

`GET /billing/summary` — Get subscription metadata and credit balance for the active account

`GET /billing/credits/balance` — Get the credit balance for the active account

Docs: [Market Data](https://www.lev.com/docs/build/market-data)

`GET /market/base-rates` — Get current base rates (SOFR, CMT, Prime, etc.)

`GET /market/asset-types` — Get available asset type definitions

## Optional

- [OpenAPI Spec](https://www.lev.com/docs/openapi.json): Machine-readable OpenAPI 3.x specification reconstructed from the documented endpoints.
- [Full docs bundle](https://www.lev.com/docs/llms-full.txt): Every doc page as markdown in one file.