Levitate MCP Server

Levitate can connect to your AI Assistant– giving you natural language access to your contacts, relationships, and business data.

Levitate is a marketing platform designed to help relationship-based businesses grow through engaging and meaningful outreach. With the Levitate MCP server, you can search and manage your contact database, look up detailed contact profiles, organize contacts with tags, and stay on top of action items — all through conversation with your AI assistant. You can also search donations and campaigns, browse opportunity pipelines, and review policies.

Your Levitate might have sensitive client information, please do not connect to the MCP server if you are using a free version of any AI Assistant.

What can the Levitate MCP Server do?

Contact Search & Management

Search contacts by name, company, location, tags, or last communication date. View full contact profiles including key dates, tags, and custom properties.

Contact Tagging

Add tags to contacts individually or in bulk to organize your database and build targeted lists.

Action Items

Search and filter your action items by assignee, due date, or completion status to stay on top of follow-ups and tasks.

Donations & Campaigns

Search donations by amount, date, campaign, or tags. Look up campaigns by name to track fundraising activity.

Opportunities

Browse opportunity boards and stages, search deals by owner, close date, deal size, or tags to manage your sales pipeline.

Insurance Policies

Review policy information tied to your contacts and accounts.

How to set up the Levitate MCP server?

To connect to the Levitate MCP server, scroll down to your preferred AI client below and follow the steps.

Claude Desktop

Open Settings, choose Connectors, and choose Add Custom Connector
Enter the server URL: https://mcp.levitate.ai/mcp
Click Connect and authenticate with your Levitate account when prompted

Claude Code

Run the following command in your terminal:

```bash
claude mcp add --transport http levitate https://mcp.levitate.ai/mcp
```

You will be prompted to authenticate with your Levitate account.

Cursor

Open Settings, choose MCP, and choose Add new MCP server
Set the type to URL and enter: https://mcp.levitate.ai/mcp
Save and authenticate with your Levitate account when prompted

VS Code (Copilot)

Add the following to your `.vscode/mcp.json` file:

```json
{
  "servers": {
    "levitate": {
      "type": "http",
      "url": "https://mcp.levitate.ai/mcp"
    }
  }
}
```

When prompted, authenticate with your Levitate account.

Windsurf

Open settings, choose MCP, and choose Add Server
Set the transport to HTTP and enter the URL: https://mcp.levitate.ai/mcp
Save and authenticate with your Levitate account when prompted

Other Clients

For any MCP-compatible client, configure a remote server with:

Transport: HTTP

URL: https://mcp.levitate.ai/mcp

Authentication:

The Levitate MCP server uses OAuth for authentication. No API keys or manual configuration required.

When you connect for the first time, you will be:

1. Redirected to log in with your existing Levitate account credentials.

2. Prompted to authorize your AI client to access your Levitate data.

Once authorized, your session will remain active until you disconnect or revoke access. Any Levitate user can connect — no admin setup is required.

How can I use the Levitate MCP server?

Find contacts you've lost touch with

Prompt: "Show me contacts in California that I haven't communicated with in the last 6 months."

Levitate will search your contact database filtered by location and last communication date, returning contacts that may need a follow-up.

Tag donors from a campaign

Prompt: "Find all donations over $100 from the Annual Gala campaign and tag those contacts as '2025 Gala Donor'."

Levitate will search your campaigns by name, find matching donations, and apply the tag to the associated contacts.

Check your action items for the week

Prompt: "What action items are due this week that are assigned to me?"

Levitate will look up your user profile and return your incomplete action items filtered to the current week's due dates.

Review your sales pipeline

Prompt: "Show me all opportunities closing this quarter with a deal size over $50,000."

Levitate will browse your opportunity boards and return matching deals filtered by close date and deal size.

Look up a contact's full profile

Prompt: "Pull up the profile for John Smith."

Levitate will search for the contact by name and return their full profile including key dates, tags, custom properties, and communication history.

Finer Details

Privacy Policy

Your privacy is important to us. Please review our full privacy policy here.