A Model Context Protocol (MCP) server that provides integration with the S&P Global iLevel API for private markets portfolio monitoring and management.

This is a template/skeleton implementation based on discovered API endpoints and public information about iLevel. To make this MCP server fully functional, you will need:

1. Access to iLevel API - You must be an S&P Global iLevel customer
2. API Credentials - Contact iLevel support to enable API access on your account
3. API Documentation - Access to the official iLevel API documentation to:
   • Verify endpoint paths and authentication methods
   • Understand request/response schemas
   • Confirm available query parameters and filters
   • Update placeholder implementations marked with TODO comments

This MCP server provides tools for:

• Users Management - Get users and user details
• Clients Management - Get clients and client information
• Portfolio Data - Access portfolio information
• Assets & Funds - Query assets, funds, and investments
• Documents - Access and retrieve documents
• Valuations - Get and create valuations
• Calculations - Access calculation results
• Data Retrieval - Query data using the data retrieval API
• Webhooks - Manage webhook subscriptions
• Custom Requests - Make requests to any API endpoint

• Node.js 18.0.0 or higher
• npm or yarn
• S&P Global iLevel account with API access enabled
• iLevel API credentials (username and password/API key)

1. Clone or navigate to this directory:

   cd ilevel-mcp-server

2. Install dependencies:

   npm install

3. Configure environment variables:

   cp .env.example .env

4. Edit .env file with your iLevel API credentials:

   ILEVEL_BASE_URL=https://clients.ilevelsolutions.com
   ILEVEL_USERNAME=your_username
   ILEVEL_PASSWORD=your_password_or_api_key
   ILEVEL_SANDBOX=false

5. Build the project:

   npm run build

Start the server using:

npm start

For development with automatic rebuild:

npm run dev

Add this server to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "ilevel": {
      "command": "node",
      "args": ["/absolute/path/to/ilevel-mcp-server/build/index.js"],
      "env": {
        "ILEVEL_BASE_URL": "https://clients.ilevelsolutions.com",
        "ILEVEL_USERNAME": "your_username",
        "ILEVEL_PASSWORD": "your_password",
        "ILEVEL_SANDBOX": "false"
      }
    }
  }
}

If you're using the Claude Code CLI, you can configure the MCP server in ~/.config/claude/mcp_settings.json:

{
  "mcpServers": {
    "ilevel": {
      "command": "node",
      "args": ["/absolute/path/to/ilevel-mcp-server/build/index.js"],
      "env": {
        "ILEVEL_BASE_URL": "https://clients.ilevelsolutions.com",
        "ILEVEL_USERNAME": "your_username",
        "ILEVEL_PASSWORD": "your_password",
        "ILEVEL_SANDBOX": "false"
      }
    }
  }
}

• test_connection - Test connection to the iLevel API

• get_users - Get a list of users
• get_user - Get details of a specific user by ID

• get_clients - Get a list of clients
• get_client - Get details of a specific client by ID

• get_portfolios - Get portfolio data

• get_assets - Get assets
• get_funds - Get funds
• get_investments - Get investments

• get_documents - Get documents
• get_document - Get a specific document by ID

• get_valuations - Get valuations
• create_valuation - Create or update a valuation

• get_calculations - Get calculations

• query_data - Query data using the data retrieval API

• get_webhooks - Get configured webhooks
• create_webhook - Create a new webhook
• delete_webhook - Delete a webhook

• custom_request - Make a custom request to any iLevel API endpoint

Once configured, you can use these tools in Claude:

Claude, using the iLevel MCP server:

1. Test the connection to iLevel API
2. Get a list of all clients
3. Show me the portfolios for client ID "12345"
4. Get all documents related to fund "ABC-Fund-2023"

Claude will automatically use the appropriate MCP tools to fulfill these requests.

This is a skeleton implementation. To make it production-ready, you need to:

• File: src/ilevel-client.ts
• Verify the authentication mechanism (currently using Basic Auth)
• Update if iLevel uses OAuth, API keys, or another method

• Review all endpoint paths in src/ilevel-client.ts
• Confirm they match the actual iLevel API documentation
• Update base URL structure if needed

• Define TypeScript interfaces for API responses
• Add validation using Zod schemas
• Improve type safety throughout

• Add proper pagination handling for list endpoints
• Implement cursor-based pagination if supported

• Implement retry logic for transient failures
• Add rate limiting if needed
• Better error messages and logging

• Review the iLevel API documentation
• Add any missing endpoints
• Implement POST/PUT/DELETE operations as needed

• Write unit tests for the API client
• Add integration tests for MCP tools
• Mock API responses for testing

• Document actual request/response schemas
• Add examples for each tool
• Document any API limitations or quirks

To get access to the iLevel API:

1. Contact iLevel Support:

   • Login to your iLevel account at https://clients.ilevelsolutions.com
   • Navigate to the support section
   • Request API access for your account

2. Obtain Credentials:

   • Request a username and API key/password
   • Ask for API documentation access
   • Request access to the API documentation portal

3. Access Documentation:

   • Documentation URL: https://docs.ilevelsolutions.com (requires authentication)
   • Request the OpenAPI/Swagger specification if available
   • Download the API Web Services Guide

4. Test Your Access:

   • Use the credentials to test the connection
   • Verify you can access the API endpoints
   • Review any rate limits or usage restrictions

Based on research, iLevel has both SOAP and REST APIs:

• WSDL: https://services.ilevelsolutions.com/DataService/Service/2019/Q1/DataService.svc?singleWsdl
• Documentation: Web Services Guide (PDF) - available from iLevel support

• Base URLs (examples, verify with support):
  • Production: https://clients.ilevelsolutions.com/api/v1/
  • Sandbox: https://sandapi.ilevelsolutions.com/api/v1/
• Swagger/OpenAPI: Available at /apidocs endpoint (requires authentication)

This is a template implementation. Contributions are welcome to:

• Add verified API endpoints from official documentation
• Improve error handling and type safety
• Add tests and examples
• Update documentation with actual API behavior

MIT

This MCP server is an unofficial integration and is not affiliated with, endorsed by, or supported by S&P Global or iLevel Solutions. Use at your own risk. Always refer to the official iLevel API documentation for accurate information.

For issues with this MCP server:

• Open an issue in this repository

For iLevel API issues:

• Contact S&P Global iLevel Support
• Visit: https://clients.ilevelsolutions.com

• Model Context Protocol Documentation
• MCP TypeScript SDK
• S&P Global iLevel
• iLevel GitHub Integration (Singer.io)