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.

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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.

81 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_api_keyChanges dataCreate a new api key. Required: label. API summary: Create a new API key for the authenticated user.
create_companyChanges dataCreate a company in your CRM with a `name` and `company_type`, plus optional address, website and LinkedIn URL.
create_company_messageChanges dataCreate a new message for a company. Required: text. API summary: Add a note to a company.
create_contactChanges dataCreate a contact at a company by `company_id` and `contact_type`, with name, title, email, phones and address.
create_contact_messageChanges dataCreate a new message for a contact. Required: text. API summary: Add a note to a contact.
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_deal_pipelineChanges dataCreate a new pipeline for a deal. Required: pipeline id. API summary: Move a deal to a pipeline stage.
create_deal_term_sheetChanges dataCreate a new term sheet for a deal. Required: placement id, total rate, initial funding, quote type or rate type. API summary: Create a new term sheet against a placement.
create_factChanges dataCreate a new fact. Required: values. API summary: Record one or more user-supplied metric values on a deal.
create_observationChanges dataCreate a new observation. API summary: List per-document candidate values behind a deal fact.
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_placement_messageChanges dataCreate a new message for a placement. Required: text. API summary: Add a note to a placement.
create_taskChanges dataCreate a checklist task with a `title` and optional description, status, due date, assignee and checklist.
create_task_messageChanges dataCreate a new message for a task. Required: text. API summary: Add a comment to a checklist task.
delete_api_keyDeletesPermanently delete a api key by key id. Destructive action; may require approval. API summary: Permanently revoke an API key.
delete_company_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Permanently delete a company note.
delete_contact_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Permanently delete a contact note.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Archive (soft-delete) a deal.
delete_deal_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Permanently delete a deal note.
delete_deal_term_sheetDeletesPermanently delete a term sheet by term sheet id. Destructive action; may require approval. API summary: Soft-delete a term sheet.
delete_placement_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Permanently delete a placement note.
delete_task_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Permanently delete a checklist task comment.
download_documentDownload the document for a document. API summary: Fetch a short-lived signed download link for one uploaded document.
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_deal_documentGet one document for a deal by document id. API summary: Fetch metadata for one uploaded document.
get_deal_memoGet one memo for a deal by memo uuid. API summary: Fetch one memo with signed PDF download links.
get_lenderGet a lender's profile from the directory by `org_id`.
get_pipelineGet one pipeline by pipeline id. API summary: Get a single pipeline with its statuses.
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_accountsList accounts. API summary: List every account the authenticated user has an active membership on.
list_accounts_get_me_team_accountsList accounts. API summary: List the accounts whose deals are shared with your active account.
list_api_keysList api keys. Results are paginated. API summary: List all API keys for the authenticated user.
list_asset_typesList asset types. API summary: Get available asset type definitions.
list_balancesList balances. API summary: Get the credit balance for the active account.
list_base_ratesList base rates. API summary: Get current base rates (SOFR, CMT, Prime, etc.).
list_companiesList the companies (borrowers, lenders, brokers) in your Lev CRM.
list_company_messagesList messages for a company. Results are paginated. API summary: List notes logged on a company.
list_contact_messagesList messages for a contact. Results are paginated. API summary: List notes logged on a contact.
list_contactsList the contacts in your Lev CRM.
list_deal_checklistsList checklists for a deal. Optional filters: vault id. API summary: List a deal's checklists — one per shared Deal Room, with sections, tasks, document types, and task-linked files.
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_deal_teamsList teams for a deal. API summary: List all team members assigned to a deal.
list_deal_vaultsList vaults for a deal. API summary: List a deal's vaults — its private Resources area and any shared Deal Rooms.
list_entitiesList entities. API summary: List the entities you can attach recorded facts to.
list_healthsList healths. API summary: Public liveness endpoint — no authentication required.
list_metric_definitionsList metric definitions. Optional filters: metric label or category id. Results are paginated. API summary: List the metric definitions that can be recorded on a deal.
list_pipelinesList pipelines. API summary: List all pipelines available to your account.
list_placement_messagesList messages for a placement. Results are paginated. API summary: List notes logged on a placement.
list_placementsList placements, the lenders a deal has been sent to, with their status.
list_summariesList summaries. API summary: Get subscription metadata and credit balance for the active account.
list_task_messagesList messages for a task. Results are paginated. API summary: List comments on a checklist task.
list_teamsList teams. API summary: List team members in your account.
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_deal_memosSearch memos for a deal by search, filter title, filter status, filter memo type, filter pdf ready or vault id. Use this to find existing memos before creating a new memo. Results are paginated. API summary: List a deal's generated memos (deal books).
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.
submit_actionVisible to othersUnlock a action (contact id). Has effects visible outside this system. API summary: Reveal an AI-recommended lender contact — charges credits; requires the ai:actions scope.
submit_auth_api_keyVisible to othersValidate a auth. Has effects visible outside this system. API summary: Validate an API key and receive authentication details.
submit_taskVisible to othersComplete a task (task id). Has effects visible outside this system. API summary: Mark a checklist task complete.
update_accountsVisible to othersUpdate an existing account. Only the fields you pass are changed. Has effects visible outside this system. API summary: Persist the authenticated user's active-account preference on the server.
update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update a company.
update_company_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Edit a company note.
update_contactChanges dataUpdate a contact's name, title, email, phones or address by `contact_id`. Only the fields you pass change.
update_contact_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Edit a contact note.
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_deal_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Edit a deal note.
update_deal_term_sheetChanges dataUpdate an existing term sheet identified by term sheet id. Only the fields you pass are changed. API summary: Update a term sheet (partial update).
update_factsVisible to othersUpdate an existing fact identified by deal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a single canonical deal fact value.
update_placementChanges dataUpdate a placement's status, lender status, score, description or outreach date by `placement_id`.
update_placement_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Edit a placement note.
update_taskChanges dataUpdate a checklist task's title, description, status, due date or assignee by `task_id`.
update_task_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Edit a checklist task comment.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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.