generated: '2026-08-25'
method: searched
source: https://help.levitate.ai/article/589-levitate-mcp-server
name: Levitate MCP Server
status: published
deployment:
  mode: remote
  endpoint: https://mcp.levitate.ai/mcp
  auth: oauth
  verified: probed
transport: streamable-http
probe:
  url: https://mcp.levitate.ai/mcp
  method: POST tools/list (JSON-RPC 2.0)
  http_status: 401
  www_authenticate: Bearer resource_metadata="https://mcp.levitate.ai/.well-known/oauth-protected-resource/mcp"
  result: >-
    The live tools/list manifest is OAuth-gated, so tool input schemas could not be introspected
    anonymously. The tool inventory below is taken from Levitate's own published MCP documentation —
    names are verbatim only where the docs name them; the rest are recorded as capability
    descriptions, not invented tool identifiers.
  probed: '2026-08-25'
authorization:
  scheme: OAuth 2.0 authorization code + PKCE
  authorization_server: https://login.levitate.ai
  authorization_endpoint: https://login.levitate.ai/oauth2/authorize
  token_endpoint: https://login.levitate.ai/oauth2/token
  dynamic_client_registration: https://login.levitate.ai/oauth2/register
  protected_resource_metadata: https://mcp.levitate.ai/.well-known/oauth-protected-resource/mcp
  scopes_advertised:
    - openid
    - profile
    - email
  api_keys_supported: false
  note: >-
    Any Levitate user may connect; no admin setup is required, but the MCP feature must be enabled on
    the account by a Levitate Success Specialist first. A credential scoped to the MCP server cannot
    be used against the REST Public API and vice versa.
clients_documented:
  - name: Claude Desktop
    method: Connectors directory (verified app)
  - name: Claude Code
    method: 'claude mcp add --transport http levitate https://mcp.levitate.ai/mcp'
  - name: ChatGPT
    method: Plugins directory (verified app)
  - name: Cursor
    method: Settings > MCP > Add new MCP server, type URL
  - name: VS Code (Copilot)
    method: '.vscode/mcp.json  {"servers":{"levitate":{"type":"http","url":"https://mcp.levitate.ai/mcp"}}}'
  - name: Windsurf
    method: Settings > MCP > Add Server, transport HTTP
  - name: Any MCP-compatible HTTP client
    method: 'Transport: HTTP, URL https://mcp.levitate.ai/mcp'
tools_named_in_docs:
  - name: contacts_search
    category: contacts
    description: >-
      Search contacts by name, company, location, tags, last communication date and contact creation
      date; matches the full capability of the in-app AI assistant.
  - name: companies_search
    category: companies
    description: >-
      Search companies by name, tags or other attributes, with the same AND / OR / EXCLUDE tag logic
      available in the Levitate web app.
capabilities_documented:
  - area: contacts
    description: Full contact profile lookup including key dates, tags, custom properties and communication history; results carry a direct link to the contact profile in Levitate.
  - area: contacts
    description: Add tags to contacts individually or in bulk.
  - area: contacts
    description: Update contact name, job title, email address and phone number. Additive only — these tools cannot remove or clear existing contact data.
  - area: contacts
    description: Contact timeline — emails sent, notes recorded, calls logged and key dates.
  - area: notes
    description: Search and filter notes across the whole team or by rep, contact or date range.
  - area: action-items
    description: Search and filter action items by assignee, due date or completion status.
  - area: donations
    description: Search donations by amount, date, campaign or tags; look up campaigns by name.
  - area: opportunities
    description: Browse opportunity boards and stages; search deals by owner, close date, deal size or tags.
  - area: policies
    description: Review insurance policy information tied to contacts and accounts.
  - area: email
    description: Draft an email to a contact as a reviewable draft in Levitate — nothing sends until the user approves. O365/Outlook users must reconnect Microsoft to grant Mail.ReadWrite.
  - area: email-campaigns
    description: Create, update, schedule/send, get and list email campaigns; create, update and list email templates. Shipped July 2026.
  - area: social
    description: Create, update, schedule, get, list and delete social posts. Shipped July 2026.
  - area: files
    description: Upload files to Levitate via a two-step pre-signed URL flow. Shipped July 2026.
  - area: integrations
    description: Query live data from connected integrations across 11+ supported providers (CRM, calendar, HousecallPro and others). HousecallPro results are live rather than a daily snapshot.
divergence_from_rest:
  note: >-
    The MCP surface is materially WIDER than the REST Public API. REST covers Contacts, Key Facts,
    Companies and Notes only (19 operations). MCP additionally reaches action items, donations,
    campaigns, opportunities, insurance policies, email campaigns and templates, social posts, file
    upload and live connected-integration data — none of which have a public REST endpoint. See
    mcp/levitate-tool-crosswalk.yml.
provider_guidance:
  - "Do not connect the MCP server from a free tier of any AI assistant — Levitate accounts may hold sensitive client information."