Integration · CRM & sales

Connect Claude & ChatGPT to Lev

Ask your AI which lenders a deal has gone to, what term sheets have come back, or what the data room says about a property. It can search deals and the lender directory, read financials and notes, and create deals, placements, contacts and tasks in Lev. You get answers about your commercial real estate pipeline without clicking through every deal.

Connect Lev free

Free plan, no credit card. Takes about a minute.

Try asking

“Which term sheets have we received on the Riverside deal?”
The AI finds the deal and lists the lender term sheets on it, with rate, term, fees and recourse.
“Which lenders have we sent the Oak Street refinance to, and what is their status?”
It lists the placements on the deal with each lender's status.
“Find lenders in Texas in the Lev directory.”
It searches the lender directory by state and returns the matching lenders.

What your AI can do

Deals and financials

Search, create and update deals, read financials, properties and notes, and add notes.

Lenders and term sheets

Search the lender directory, add lenders to a deal, track placements and read term sheets.

CRM and data room

Work with companies, contacts and tasks, and search the documents in a deal's data room.

“What does the rent roll in the data room say about occupancy?”
It searches the contents of the deal's documents and returns the passages that best match your question.
“Add a note to the deal: borrower sent updated T12 today.”
It adds the note to the deal.
“Create a task to order the appraisal, due Friday.”
It creates a checklist task with the title and due date.

28 tools for Lev

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_deal_noteChanges dataAdd a note with `text` to a deal by `deal_id`.
create_companyChanges dataCreate a company in your CRM with a `name` and `company_type`, plus optional address, website and LinkedIn URL.
create_contactChanges dataCreate a contact at a company by `company_id` and `contact_type`, with name, title, email, phones and address.
create_dealChanges dataCreate a new financing deal with a `title` and optional loan type, loan amount, business plan, transaction type, financials and estimated close date.
create_placementChanges dataAdd a lender to a deal's outreach by `deal_id` and the lender's `private_company_id`, with optional contact, status and outreach date.
create_taskChanges dataCreate a checklist task with a `title` and optional description, status, due date, assignee and checklist.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`, with name, title, email and phones.
get_current_userGet the signed-in Lev user's profile and active account.
get_dealGet one deal by `deal_id`, including loan request, status and key details.
get_lenderGet a lender's profile from the directory by `org_id`.
get_placementGet one placement (a deal sent to a lender) by `placement_id`, including lender status and notes.
get_term_sheetGet one term sheet by `deal_id` and `term_sheet_id`, with rate, term, leverage, fees and recourse.
list_companiesList the companies (borrowers, lenders, brokers) in your Lev CRM.
list_contactsList the contacts in your Lev CRM.
list_deal_financialsGet the financial figures for a deal by `deal_id`, such as purchase price, total cost and estimated value.
list_deal_notesList the notes on a deal by `deal_id`.
list_deal_propertiesList the properties (real estate assets) attached to a deal by `deal_id`.
list_placementsList placements, the lenders a deal has been sent to, with their status.
list_term_sheetsList the lender term sheets (quotes) received on a deal by `deal_id`.
search_deal_contentChanges dataSearch the contents of a deal's documents and data by `deal_id` with a plain-language `context` question, returning the best-matching passages.
search_deal_documentsList or search the documents in a deal's data room by `deal_id`, with optional `search` text, vault, folder or file extension.
search_dealsSearch deals, filtered by loan type, business plan, transaction type, loan amount range, created date or archived status. Use to find a deal's ID.
search_lender_directorySearch Lev's lender directory by `name` or state. Use to find lenders to send a deal to.
update_contactChanges dataUpdate a contact's name, title, email, phones or address by `contact_id`. Only the fields you pass change.
update_dealChanges dataUpdate a deal's title, description, loan amount, loan type, business plan, financials or estimated close date by `deal_id`. Only the fields you pass change.
update_placementChanges dataUpdate a placement's status, lender status, score, description or outreach date by `placement_id`.
update_taskChanges dataUpdate a checklist task's title, description, status, due date or assignee by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Lev from the app list.
2
Paste your key
Paste a Lev API key (it starts with lev_sk_). Sign in at app.lev.com as a workspace admin, click your name at the bottom of the sidebar, then Settings > API Keys > Create key. Give it a label, click Create and copy the key. It is shown only once.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Lev?

The AI can search and read deals, financials, properties, notes, placements, term sheets, companies, contacts and the lender directory, and search a deal's data room. It can create deals, companies, contacts, placements, notes and tasks, and update deals, contacts, placements and tasks.

Does the AI see my Lev API key?

No. Your Lev API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Actions that change your pipeline, like adding a lender to a deal or updating a placement, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Lev account.

Can the AI read the documents in a deal's data room?

Yes. It can list and search the documents in a deal's data room by name, folder or file type. It can also search the contents of a deal's documents with a plain-language question and return the best-matching passages.