# Lev API

> Lev is the leading platform for commercial real estate (CRE) deal and transaction management. The Lev API is a RESTful JSON API at `https://api.lev.com/api/external/v2`. It powers deal lifecycle management, CRM, lender directory and program data, 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.lev.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, and term sheets 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)
- FAQ bundle: `https://www.lev.com/docs/llms-faq.txt` (all product FAQ Q&As)
- Content index: `https://www.lev.com/docs/content-index.json` (section-level chunks for retrieval)
- 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`

## Start

- [Start — onboarding syllabus](https://www.lev.com/docs/start): Video-first onboarding for new Lev users.

- [Invite your team](https://www.lev.com/docs/learn/deals/invite-your-team): 2 min video lesson on the Start syllabus.
- [Connect your email](https://www.lev.com/docs/learn/account/email-integration): 3 min video lesson on the Start syllabus.
- [Create your first deal](https://www.lev.com/docs/learn/deals/creating-a-new-deal): 5 min video lesson on the Start syllabus.
- [Organize your pipeline](https://www.lev.com/docs/learn/deals/deal-data): 4 min video lesson on the Start syllabus.
- [Launch a deal](https://www.lev.com/docs/learn/deals/launching-deals): 3 min video lesson on the Start syllabus.
- [Upload your first files](https://www.lev.com/docs/learn/files/uploading-files): 2 min video lesson on the Start syllabus.
- [Create a memo](https://www.lev.com/docs/learn/memo/creating-a-new-memo): 3 min video lesson on the Start syllabus.
- [Edit memo content](https://www.lev.com/docs/learn/memo/adding-editing-content-in-memo1): 6 min video lesson on the Start syllabus.
- [Create a vault](https://www.lev.com/docs/learn/vault/creating-vaults): 4 min video lesson on the Start syllabus.
- [Share a vault link](https://www.lev.com/docs/learn/vault/sharing-a-vault-link): 3 min video lesson on the Start syllabus.
- [Add lenders to a deal](https://www.lev.com/docs/learn/deals/adding-lenders-to-a-deal): 4 min video lesson on the Start syllabus.
- [Manage your network](https://www.lev.com/docs/learn/crm/using-the-crm): 3 min video lesson on the Start syllabus.
- [Use labels](https://www.lev.com/docs/learn/crm/using-labels): 3 min video lesson on the Start syllabus.
- [Recent terms](https://www.lev.com/docs/learn/market-insights/recent-terms): 3 min video lesson on the Start syllabus.
- [Streamline your outreach](https://www.lev.com/docs/learn/deals/other-outreach-tools): 3 min video lesson on the Start syllabus.

## Learn

- [Lev Help Center](https://www.lev.com/docs/learn): Browse every article by feature, or jump straight to Lev Agent and Lev Index for AI workflows.

**Deals**

- [Creating a Deal](https://www.lev.com/docs/learn/deals/creating-a-new-deal): Create a deal and set it up from the Deal Overview page.
- [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 Contacts to a Deal](https://www.lev.com/docs/learn/deals/adding-lenders-to-a-deal): Build your placement table by adding contacts that match your deal type, using Lev Match suggestions and your own network.
- [Launching a Deal](https://www.lev.com/docs/learn/deals/launching-deals): Launch your deal to contacts, manage email Sequences, and leverage your Placement Table.
- [Deal data](https://www.lev.com/docs/learn/deals/deal-data): Track deal progress, manage statuses, use list views, compare quotes, and share progress reports.
- [Custom pipelines](https://www.lev.com/docs/learn/deals/custom-pipelines): Create and manage Custom Pipelines to track deals with your firm's own language and statuses.
- [Pipeline Reporting](https://www.lev.com/docs/learn/deals/reporting): Use pipeline reporting to view deal metrics like commissions, deal counts, and loan amounts across your pipelines.
- [Other Outreach Tools](https://www.lev.com/docs/learn/deals/other-outreach-tools): Relaunch deals, use in-app calling, update contacts, and track email conversations.
- [Commissions & Invoices](https://www.lev.com/docs/learn/deals/commission-tracking): Track commissions and manage invoices on your deals.

**CRM**

- [Using the CRM](https://www.lev.com/docs/learn/crm/using-the-crm): Add, import, and delete connected lender contacts from Network → People.
- [Organizing + viewing your contacts](https://www.lev.com/docs/learn/crm/organizing-viewing-your-contacts): Organize and view contacts in the Lev CRM.
- [Applying Labels](https://www.lev.com/docs/learn/crm/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.

**Lev Agent**

- [Using Lev Agent](https://www.lev.com/docs/learn/lev-agent/using-lev-agent): Learn how to engage with the Lev Agent, ask it questions, and have it complete tasks for you.
- [Memo in Lev Agent](https://www.lev.com/docs/learn/lev-agent/memo-in-lev-agent): Learn how to create a Memo using Lev Agent.
- [Finding sponsors with Lev Agent](https://www.lev.com/docs/learn/lev-agent/finding-sponsors-with-lev-agent): Learn how to use Lev Agent to identify sponsor prospects.
- [Underwriting with Lev Agent](https://www.lev.com/docs/learn/lev-agent/underwriting-with-lev-agent): Learn how to use Lev Agent to underwrite deals.
- [Lev Agent Tour Mode](https://www.lev.com/docs/learn/lev-agent/lev-agent-tour-mode): Learn how to use Lev Agent to walk you through workflows on the platform

**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 your deal's facts, metrics, and details and powers every document you generate.
- [Extracting Data into Index](https://www.lev.com/docs/learn/index/extracting-data-into-index): Upload deal documents and Lev automatically extracts structured values into Index fields.
- [Managing Your Index Data](https://www.lev.com/docs/learn/index/managing-your-index-data): Navigate Index, edit field values, choose sources, and understand how Lev prioritizes data.

**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.
- [Smart Templates](https://www.lev.com/docs/learn/memo/smart-templates): Save a memo as a reusable template.

**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 Data Handling](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, placements, and term sheets into one broker-facing copilot.

**Deals**

- [Deals](https://www.lev.com/docs/build/deals): Create, read, update, delete, search indexed deal facts, read generated memos, browse deal documents and vaults, and inspect Deal Room checklists.
- [Deal Financials](https://www.lev.com/docs/build/deal-financials): Read and write 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): Create, update, and 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): Use Lev's lender directory endpoints to power search, matching, and placement workflows.
- [Term Sheets](https://www.lev.com/docs/build/term-sheets): Create, update, delete, and view term sheets on 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 Cookbook](https://www.lev.com/docs/build/mcp/cookbook): A grouped collection of ready-to-paste prompts for running your pipeline through Claude, ChatGPT, or Cursor connected to Lev.
- [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 registered tool the Lev MCP server exposes, grouped by tool group, with parameters and response shape.
- [MCP Apps](https://www.lev.com/docs/build/mcp/apps): How Lev MCP renders interactive app views, including the deal vault browser.
- [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 & ecosystem](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.

**Stay current**

- [Conferences](https://www.lev.com/docs/grow/events): Where CRE practitioners and AI teams gather — major conferences, regional meetups, and industry events worth your time.
- [Newsletters](https://www.lev.com/docs/grow/newsletters): Newsletters for CRE operators and general AI — market shifts, deal flow, and frontier tech in your inbox.
- [Podcasts](https://www.lev.com/docs/grow/podcasts): Podcasts for CRE deal stories and general AI — market analysis, operator interviews, and frontier research.
- [Market News](https://www.lev.com/docs/grow/market-news): Quick-read takeaways on commercial real estate markets and AI adoption — curated from CBRE, JLL, CRE Daily, Bisnow, and more.

**Build & learn**

- [Education](https://www.lev.com/docs/grow/education): Structured CRE and AI education — courses, certifications, books, and reference frameworks for finance, underwriting, and frontier AI skills.
- [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.

**From Lev**

- [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.
- [Featured Lev Agent prompts](https://www.lev.com/docs/grow/featured-lev-agent-chats): Featured Lev Agent prompts that pair each prompt with its use case.

## Events

- [Events](https://www.lev.com/docs/webinars): Live and on-demand events on AI-powered CRE workflows, product deep-dives, and market strategy from Lev.

## Product FAQ

- [Product FAQ](https://www.lev.com/docs/learn/product-faq): Answers to the most commonly asked questions from Lev users, grouped by category.
- [Account & Setup](https://www.lev.com/docs/learn/product-faq/account-setup): Login, email/inbox connection, profile, permissions, and billing.
- [Deals](https://www.lev.com/docs/learn/product-faq/deals): Creating deals, deal inputs, asset and property types, and pipeline management.
- [CRM](https://www.lev.com/docs/learn/product-faq/crm): Your personal network of contacts: My Network, adding and importing contacts, contact profiles, plus AI lender recommendations and the lender directory.
- [Outreach & Communication](https://www.lev.com/docs/learn/product-faq/outreach-communication): Launching to lenders, sending email, templates, automated follow-ups, and response tracking.
- [Lev Memo](https://www.lev.com/docs/learn/product-faq/lev-memo): Offering-memorandum generation, data extraction, and memo templates.
- [Lev Vault](https://www.lev.com/docs/learn/product-faq/lev-vault): Data rooms, file storage and sharing, access permissions, and closing management.
- [Capital Markets Guidance](https://www.lev.com/docs/learn/product-faq/capital-markets): Advisory guidance: loan structuring, deal-entry best practices, and market conditions.
- [Lev Agent](https://www.lev.com/docs/learn/product-faq/lev-agent): The conversational agent: sponsor finder, originate searches, and deal-action buttons.

## Changelog

- [Changelog feed](https://www.lev.com/docs/changelog): Latest Lev product updates.

- [Send Deals to Different Contact Types](https://www.lev.com/docs/changelog/deal-types): Send and track deals to lenders, equity contacts, and buyers with a placement table built for each deal type.
- [Manual Index Entry](https://www.lev.com/docs/changelog/manual-index-entry): Fill Index fields manually without file extraction, or have Lev Agent enter deal data for you.
- [Smart Templates in Memo](https://www.lev.com/docs/changelog/smart-templates-in-memo): Save any finished Memo as a reusable Smart Template and select it when you generate future Memos.
- [Sales Comps in Lev Agent](https://www.lev.com/docs/changelog/sales-comps-in-lev-agent): Ask Lev Agent for sales comps on any active deal and get a tiered, source-backed comp set with market benchmarks in minutes.
- [Payouts and Invoice Generator](https://www.lev.com/docs/changelog/payouts-and-invoice-generator): Track commissions, team and referral payouts, and generate invoices from Lev Memo on each deal.
- [Underwriting in Lev Agent](https://www.lev.com/docs/changelog/underwriting-in-lev-agent): Build a formatted underwriting model from uploaded deal documents in Lev Agent without manual data entry.
- [Memo in Lev Agent Updates](https://www.lev.com/docs/changelog/memo-in-lev-agent-updates): Build more document types from Lev Agent, queue chat uploads for fact extraction, and improve Memo images with AI Image Studio and automatic upscaling.
- [Market Expert in Lev Agent](https://www.lev.com/docs/changelog/market-expert-in-lev-agent): Get real-time market intelligence from Lev Agent using proprietary Lev data on terms, pulse activity, and lender programs.
- [Origination in Lev Agent](https://www.lev.com/docs/changelog/origination-in-lev-agent): Find and rank sponsor leads from the Lev Agent homepage using natural-language market and deal criteria.
- [Index auto-updates](https://www.lev.com/docs/changelog/index-auto-updates): Index now refreshes extracted values automatically when you upload new documents, so your numbers stay current without manual re-entry.
- [Memo in Lev Agent](https://www.lev.com/docs/changelog/memo-in-lev-agent): Generate a structured offering memorandum from Lev Agent using your deal data and uploaded documents.
- [Introducing Lev Index](https://www.lev.com/docs/changelog/week-of-2026-04-26): Product updates for the week of 2026-04-20 to 2026-04-26.
- [Introducing Checklist](https://www.lev.com/docs/changelog/week-of-2026-03-29): Product updates for the week of 2026-03-23 to 2026-03-29.
- [More efficient lender outreach and professional deal presentation](https://www.lev.com/docs/changelog/week-of-2026-03-16): Product updates for the week of 2026-03-10 to 2026-03-16.
- [More professional deal materials and better organized networks](https://www.lev.com/docs/changelog/week-of-2026-03-01): Product updates for the week of 2026-02-23 to 2026-03-01.
- [Faster outreach and consistent branding make deal execution more efficient](https://www.lev.com/docs/changelog/week-of-2026-02-23): Product updates for the week of 2026-02-17 to 2026-02-23.
- [Work faster and more naturally with AI-powered deal creation and enhanced memo collaboration](https://www.lev.com/docs/changelog/week-of-2026-02-16): Product updates for the week of 2026-02-10 to 2026-02-16.
- [More control over your deals and documents with enhanced customization](https://www.lev.com/docs/changelog/week-of-2026-02-02): Product updates for the week of 2026-01-27 to 2026-02-02.
- [Create professional memos for any deal type and manage documents more efficiently](https://www.lev.com/docs/changelog/week-of-2026-01-19): Product updates for the week of 2026-01-13 to 2026-01-19.

## 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[archived], 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/{deal_id}/index/observations` — List per-document candidate values behind a deal fact
  Body: sot_id (string), metric_id (integer), entity_ref (string), page (integer), limit (integer), include_signed_urls (boolean)

`PATCH /deals/{deal_id}/index/facts` — Update a single canonical deal fact value
  Body: sot_id* (string), value (string), observation_id (integer)

`GET /deals/{deal_id}/index/metric-definitions` — List the metric definitions that can be recorded on a deal Query: metric_label, category_id, page, limit.

`GET /deals/{deal_id}/index/entities` — List the entities you can attach recorded facts to

`POST /deals/{deal_id}/index/facts` — Record one or more user-supplied metric values on a deal
  Body: values* (array), values[].metric_id* (integer), values[].value* (string), values[].entity_ref (string), values[].group_ref (string)

`GET /deals/{deal_id}/vaults` — List a deal's vaults — its private Resources area and any shared Deal Rooms

`GET /deals/{deal_id}/documents` — List a deal's uploaded documents across all of its vaults Query: limit, cursor, search, extension, folder_id, vault_id, fields.

`GET /deals/{deal_id}/documents/{document_id}` — Fetch metadata for one uploaded document Query: fields.

`GET /deals/{deal_id}/documents/{document_id}/download` — Fetch a short-lived signed download link for one uploaded document

`GET /deals/{deal_id}/checklists` — List a deal's checklists — one per shared Deal Room, with sections, tasks, document types, and task-linked files Query: vault_id.

`GET /deals/{deal_id}/memos` — List a deal's generated memos (deal books) Query: limit, offset, search, filter[title], filter[status], filter[memo_type], filter[pdf_ready], vault_id.

`GET /deals/{deal_id}/memos/{memo_uuid}` — Fetch one memo with signed PDF download links Query: quality.

`GET /deals/{deal_id}/notes` — List notes logged on a deal Query: limit, cursor.

`POST /deals/{deal_id}/notes` — Add a note to a deal
  Body: text* (string)

`PATCH /deals/{deal_id}/notes/{note_id}` — Edit a deal note
  Body: text* (string)

`DELETE /deals/{deal_id}/notes/{note_id}` — Permanently delete a deal note

`GET /checklist-tasks/{task_id}/notes` — List comments on a checklist task Query: limit, cursor.

`POST /checklist-tasks/{task_id}/notes` — Add a comment to a checklist task
  Body: text* (string)

`PATCH /checklist-tasks/{task_id}/notes/{note_id}` — Edit a checklist task comment
  Body: text* (string)

`DELETE /checklist-tasks/{task_id}/notes/{note_id}` — Permanently delete a checklist task comment

`POST /checklist-tasks` — Add a task to a deal's checklist
  Body: title* (string), section_id (integer), checklist_id (integer), parent_task_id (integer), description (string), status (string), assigned_user_id (integer), due_date (string), document_type_ids (array)

`PATCH /checklist-tasks/{task_id}` — Change a checklist task's fields
  Body: title (string), description (string|null), status (string), assigned_user_id (integer|null), due_date (string|null), is_completed (boolean), document_type_ids (array|null)

`POST /checklist-tasks/{task_id}/complete` — Mark a checklist task complete

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

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

`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

`POST /placements` — Create a placement against a deal
  Body: deal_id* (integer), private_company_id* (integer), contact_id (integer), status (string), visibility (string), description (string), score (number), outreach_date (string), lender_status (string)

`PATCH /placements/{placement_id}` — Update a placement (partial update)
  Body: status (string), visibility (string), description (string), score (number), outreach_date (string), lender_status (string)

`GET /placements/{placement_id}/notes` — List notes logged on a placement Query: limit, cursor.

`POST /placements/{placement_id}/notes` — Add a note to a placement
  Body: text* (string)

`PATCH /placements/{placement_id}/notes/{note_id}` — Edit a placement note
  Body: text* (string)

`DELETE /placements/{placement_id}/notes/{note_id}` — Permanently delete a placement note

### 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), address2 (string), city (string), state (string), zip (string), linkedin_url (string), photo_url (string), phones (PhoneIn[]), is_primary (boolean)

`PATCH /contacts/{contact_id}` — Update a contact
  Body: first_name (string), last_name (string), email (string), title (string), department (string), address (string), address2 (string), city (string), state (string), zip (string), linkedin_url (string), photo_url (string), phones (PhoneIn[]), is_primary (boolean)

`POST /contacts/{contact_id}/actions/unlock` — Reveal an AI-recommended lender contact — charges credits; requires the ai:actions scope

`GET /contacts/{contact_id}/notes` — List notes logged on a contact Query: limit, cursor.

`POST /contacts/{contact_id}/notes` — Add a note to a contact
  Body: text* (string)

`PATCH /contacts/{contact_id}/notes/{note_id}` — Edit a contact note
  Body: text* (string)

`DELETE /contacts/{contact_id}/notes/{note_id}` — Permanently delete a contact note

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

`GET /companies/{company_id}/notes` — List notes logged on a company Query: limit, cursor.

`POST /companies/{company_id}/notes` — Add a note to a company
  Body: text* (string)

`PATCH /companies/{company_id}/notes/{note_id}` — Edit a company note
  Body: text* (string)

`DELETE /companies/{company_id}/notes/{note_id}` — Permanently delete a company note

### 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: [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

`POST /deals/{deal_id}/term-sheets` — Create a new term sheet against a placement
  Body: placement_id* (integer), total_rate* (number), initial_funding* (integer), quote_type* (string), rate_type* (string), title (string), winning (boolean), is_visible_to_borrower (boolean), base_rate (string), max_ltv (number), max_ltc (number), additional_funding (integer), floor (number), floor_type (string), term (integer), amortization (integer), io_period (integer), extension_one (integer), extension_two (integer), extension_three (integer), recourse (string), recourse_type (string), prepayment_penalty (string), prepayment_penalty_details (string), min_dscr (number), min_debt_yield (number), origination_fee (number), extension_fee (number), exit_fee (number), good_faith_deposit (number), notes (string), ir_details (string), payment_method (string), capital_source_type (string)

`PATCH /deals/{deal_id}/term-sheets/{term_sheet_id}` — Update a term sheet (partial update)
  Body: title (string), winning (boolean), total_rate (number), initial_funding (integer), quote_type (string), rate_type (string), base_rate (string|null), max_ltv (number), max_ltc (number), additional_funding (integer), floor (number), floor_type (string), term (integer), amortization (integer), io_period (integer), extension_one (integer), extension_two (integer), extension_three (integer), recourse (string), recourse_type (string), prepayment_penalty (string), prepayment_penalty_details (string), min_dscr (number), min_debt_yield (number), origination_fee (number), extension_fee (number), exit_fee (number), good_faith_deposit (number), notes (string), ir_details (string), is_visible_to_borrower (boolean), payment_method (string), capital_source_type (string)

`DELETE /deals/{deal_id}/term-sheets/{term_sheet_id}` — Soft-delete a 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.
- [FAQ bundle](https://www.lev.com/docs/llms-faq.txt): All product FAQ questions and answers.
- [Content index](https://www.lev.com/docs/content-index.json): Section-level chunks with intents and keywords.