MCP For Claude Marketplace
iLEVEL (S&P Global)

iLEVEL (S&P Global) MCP Connector for Claude

A+

Manage private equity investments, portfolios, and funds via iLEVEL API.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Empower your AI agents to interact with your iLEVEL private equity data. This MCP server allows you to list investments, retrieve entity details, manage portfolios, and view fund information directly through the iLEVEL API. Ideal for automating financial reporting and portfolio monitoring.

private-equityportfolio-monitoringfinancial-reportinginvestment-datafund-management

10 tools expose this connector's capabilities to your AI agent.

get_investment

Retrieves details for a specific investment

get_status

Gets the iLEVEL system status

get_version

Gets the iLEVEL API version

list_assets

Lists all assets

list_contacts

Lists all contacts

list_entities

Lists all legal entities

list_funds

Lists all funds

list_investments

Lists all investments

list_portfolios

Lists all portfolios

list_users

Lists all users in the system

See how to talk to your AI agent using iLEVEL (S&P Global).

List all active investments in my iLEVEL portfolio.

I'll fetch the list of investments for you.

Show me the details for the 'Alpha Fund' entity.

I'll retrieve the entity information from iLEVEL.

Check the system status and API version.

I'll look up the current system status and version details for you.

You need to contact your iLEVEL account manager or S&P Global support to enable Web Services access and obtain your API username and key.

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