{ "opencollection": "1.0.0", "info": { "name": "Lev Account & Team Deals API", "version": "2026-03" }, "items": [ { "info": { "name": "Deals", "type": "folder" }, "items": [ { "info": { "name": "List deals with pagination, filtering, and sorting", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals", "params": [ { "name": "limit", "value": "", "type": "query", "description": "Results per page (1–200, default 50)" }, { "name": "cursor", "value": "", "type": "query", "description": "Cursor for next page (mutually exclusive with sort)" }, { "name": "offset", "value": "", "type": "query", "description": "Offset for pagination (requires sort)" }, { "name": "sort", "value": "", "type": "query", "description": "Sort fields: title, loan_amount, created_at, updated_at. Prefix with - for descending" }, { "name": "fields", "value": "", "type": "query", "description": "Comma-separated fields to include (id always included)" }, { "name": "include", "value": "", "type": "query", "description": "Sub-resources to embed: financials, properties, team, pipelines" }, { "name": "filter[loan_type]", "value": "", "type": "query", "description": "Filter by loan type enum name, such as heavy_bridge or permanent" }, { "name": "filter[transaction_type]", "value": "", "type": "query", "description": "Filter by transaction type enum name, such as acquisition or refinance" }, { "name": "filter[business_plan]", "value": "", "type": "query", "description": "Filter by business plan enum name" }, { "name": "filter[archived]", "value": "", "type": "query", "description": "Filter by archived state. Omit to return both active and archived deals; pass true for only archived, false for only active" }, { "name": "filter[loan_amount][gte]", "value": "", "type": "query", "description": "Minimum loan amount" }, { "name": "filter[loan_amount][lte]", "value": "", "type": "query", "description": "Maximum loan amount" }, { "name": "filter[created_at][gte]", "value": "", "type": "query", "description": "Created after (ISO 8601)" }, { "name": "filter[created_at][lte]", "value": "", "type": "query", "description": "Created before (ISO 8601)" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List deals with pagination, filtering, and sorting\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Create a new deal", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/deals", "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Create a new deal\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Get a single deal by ID", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "include", "value": "", "type": "query", "description": "Sub-resources to embed: financials, properties, team, pipelines" }, { "name": "fields", "value": "", "type": "query", "description": "Comma-separated fields to include" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Get a single deal by ID\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Update a deal (partial update)", "type": "http" }, "http": { "method": "PATCH", "url": "https://api.lev.com/api/external/v2/deals/:deal_id", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Update a deal (partial update)\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Archive (soft-delete) a deal", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.lev.com/api/external/v2/deals/:deal_id", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Archive (soft-delete) a deal\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Search canonical indexed deal facts by natural-language context", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/index/search", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Search canonical indexed deal facts by natural-language context\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List per-document candidate values behind a deal fact", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/index/observations", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List per-document candidate values behind a deal fact\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Record one or more user-supplied metric values on a deal", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/index/facts", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Record one or more user-supplied metric values on a deal\n\nDocs page: https://www.lev.com/docs/build/deals\n\nDocumented response: `results` reports the outcome of each submitted value in request order; `metric_sot_values` aggregates the SOTs that were written. Each `results[].sot` has the same shape as a `metric_sot_values` entry." }, { "info": { "name": "Update a single canonical deal fact value", "type": "http" }, "http": { "method": "PATCH", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/index/facts", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Update a single canonical deal fact value\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List the metric definitions that can be recorded on a deal", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/index/metric-definitions", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "metric_label", "value": "", "type": "query", "description": "Case-insensitive search term to filter by metric label (for example, noi)." }, { "name": "category_id", "value": "", "type": "query", "description": "Filter to a single metric category id (greater than 0)." }, { "name": "page", "value": "", "type": "query", "description": "1-based page number. Defaults to 1." }, { "name": "limit", "value": "", "type": "query", "description": "Metric definitions per page. Defaults to 100 and is clamped to 1-200." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List the metric definitions that can be recorded on a deal\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List the entities you can attach recorded facts to", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/index/entities", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List the entities you can attach recorded facts to\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List a deal's vaults — its private Resources area and any shared Deal Rooms", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/vaults", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List a deal's vaults — its private Resources area and any shared Deal Rooms\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List a deal's uploaded documents across all of its vaults", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/documents", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "limit", "value": "", "type": "query", "description": "Documents per page. Defaults to 50 and is clamped to 1-200." }, { "name": "cursor", "value": "", "type": "query", "description": "Cursor for the next page." }, { "name": "search", "value": "", "type": "query", "description": "Case-insensitive substring match on the document file name." }, { "name": "extension", "value": "", "type": "query", "description": "Filter to one file extension, e.g. `pdf` or `xlsx`. Omit the leading dot." }, { "name": "folder_id", "value": "", "type": "query", "description": "Only documents directly inside this folder. Omit to span the whole vault." }, { "name": "vault_id", "value": "", "type": "query", "description": "Only documents in this vault (a Deal Room or Resources). Get ids from [List Vaults](#list-vaults). Omit to span every vault on the deal." }, { "name": "fields", "value": "", "type": "query", "description": "Comma-separated fields to include. `id` and `vault` are always included." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List a deal's uploaded documents across all of its vaults\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Fetch metadata for one uploaded document", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/documents/:document_id", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "document_id", "value": "", "type": "path", "description": "The document ID from the list endpoint" }, { "name": "fields", "value": "", "type": "query", "description": "Comma-separated fields to include. `id` is always included." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Fetch metadata for one uploaded document\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Fetch a short-lived signed download link for one uploaded document", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/documents/:document_id/download", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "document_id", "value": "", "type": "path", "description": "The document ID from the list endpoint" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Fetch a short-lived signed download link for one uploaded document\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List a deal's checklists — one per shared Deal Room, with sections, tasks, document types, and task-linked files", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/checklists", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "vault_id", "value": "", "type": "query", "description": "Only return the checklist for one shared Deal Room. Omit to return every Deal Room checklist on the deal." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List a deal's checklists — one per shared Deal Room, with sections, tasks, document types, and task-linked files\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List a deal's generated memos (deal books)", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/memos", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "limit", "value": "", "type": "query", "description": "Memos per page. Defaults to 50 and is clamped to 1-200." }, { "name": "offset", "value": "", "type": "query", "description": "0-based index of the first memo to return. Defaults to 0." }, { "name": "search", "value": "", "type": "query", "description": "Case-insensitive substring match on the memo title." }, { "name": "filter[title]", "value": "", "type": "query", "description": "Exact match on the full memo title. Use search for a substring match instead." }, { "name": "filter[status]", "value": "", "type": "query", "description": "Filter by publish state: draft or published." }, { "name": "filter[memo_type]", "value": "", "type": "query", "description": "Filter by memo type: debt_financing_om, credit_memo, investment_sales, debt_brokerage, equity_raise, broker_opinion_of_value, investment_committee, invoice, or other." }, { "name": "filter[pdf_ready]", "value": "", "type": "query", "description": "Filter to memos whose downloadable PDF has rendered (true) or not yet (false)." }, { "name": "vault_id", "value": "", "type": "query", "description": "Only memos in this vault (a Deal Room or Resources). Get ids from [List Vaults](#list-vaults). Omit to span every vault on the deal." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List a deal's generated memos (deal books)\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Fetch one memo with signed PDF download links", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/memos/:memo_uuid", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "memo_uuid", "value": "", "type": "path", "description": "The memo's UUID, from the `uuid` field on a List Memos row." }, { "name": "quality", "value": "", "type": "query", "description": "Which rendered variant `pdf_url` points at: `original` (default), `high`, `medium`, or `low`. An unknown value returns 400." } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Fetch one memo with signed PDF download links\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List notes logged on a deal", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/notes", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "limit", "value": "", "type": "query", "description": "Results per page (1–200, default 50)" }, { "name": "cursor", "value": "", "type": "query", "description": "Cursor for next page" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List notes logged on a deal\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Add a note to a deal", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/notes", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Add a note to a deal\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Edit a deal note", "type": "http" }, "http": { "method": "PATCH", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/notes/:note_id", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "note_id", "value": "", "type": "path", "description": "The note ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Edit a deal note\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Permanently delete a deal note", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.lev.com/api/external/v2/deals/:deal_id/notes/:note_id", "params": [ { "name": "deal_id", "value": "", "type": "path", "description": "The deal ID" }, { "name": "note_id", "value": "", "type": "path", "description": "The note ID" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Permanently delete a deal note\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "List comments on a checklist task", "type": "http" }, "http": { "method": "GET", "url": "https://api.lev.com/api/external/v2/checklist-tasks/:task_id/notes", "params": [ { "name": "task_id", "value": "", "type": "path", "description": "The checklist task ID" }, { "name": "limit", "value": "", "type": "query", "description": "Results per page (1–200, default 50)" }, { "name": "cursor", "value": "", "type": "query", "description": "Cursor for next page" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "List comments on a checklist task\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Add a comment to a checklist task", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/checklist-tasks/:task_id/notes", "params": [ { "name": "task_id", "value": "", "type": "path", "description": "The checklist task ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Add a comment to a checklist task\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Edit a checklist task comment", "type": "http" }, "http": { "method": "PATCH", "url": "https://api.lev.com/api/external/v2/checklist-tasks/:task_id/notes/:note_id", "params": [ { "name": "task_id", "value": "", "type": "path", "description": "The checklist task ID" }, { "name": "note_id", "value": "", "type": "path", "description": "The note ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Edit a checklist task comment\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Permanently delete a checklist task comment", "type": "http" }, "http": { "method": "DELETE", "url": "https://api.lev.com/api/external/v2/checklist-tasks/:task_id/notes/:note_id", "params": [ { "name": "task_id", "value": "", "type": "path", "description": "The checklist task ID" }, { "name": "note_id", "value": "", "type": "path", "description": "The note ID" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Permanently delete a checklist task comment\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Add a task to a deal's checklist", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/checklist-tasks", "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Add a task to a deal's checklist\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Change a checklist task's fields", "type": "http" }, "http": { "method": "PATCH", "url": "https://api.lev.com/api/external/v2/checklist-tasks/:task_id", "params": [ { "name": "task_id", "value": "", "type": "path", "description": "The checklist task ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Change a checklist task's fields\n\nDocs page: https://www.lev.com/docs/build/deals" }, { "info": { "name": "Mark a checklist task complete", "type": "http" }, "http": { "method": "POST", "url": "https://api.lev.com/api/external/v2/checklist-tasks/:task_id/complete", "params": [ { "name": "task_id", "value": "", "type": "path", "description": "The checklist task ID" } ], "auth": { "type": "bearer", "token": "{{bearerToken}}" } }, "docs": "Mark a checklist task complete\n\nDocs page: https://www.lev.com/docs/build/deals" } ] } ], "bundled": true }