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.

To get started: Reach out to your Success Specialist to enable the Levitate MCP server for your account. Once enabled, follow the setup steps for your AI client below.

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.

Email Drafts

Ask your AI assistant to draft an email to one of your contacts. The assistant creates a draft in Levitate that you can review, edit, and send — nothing goes out until you approve it.

O365/Outlook users can now create email drafts via the MCP. To enable this, you need to reconnect your Microsoft account so Levitate can request the Mail.ReadWrite permission. When you first ask your AI assistant to create a draft and the permission is missing, Levitate will automatically prompt you to reconnect. You can also reconnect proactively: go to Settings > Email Draft and use the opt-in toggle to trigger the reconnect flow before your first draft attempt.

Note: If your organization uses a locked-down Azure AD tenant, your IT administrator may need to grant consent for the Levitate app registration before the reconnect flow will succeed. Shared mailbox users will be granted the Mail.ReadWrite.Shared permission instead.

Email Replies

Your AI assistant can reply to emails in your connected mailbox — across Gmail and Microsoft 365 accounts. Replies are threaded onto the original message so the conversation stays intact in the recipient's mail client.

  • Reply to an email — compose and send a reply to an existing email; the reply is attributed to your connected account and threads correctly onto the original message

Example prompts:

  • "Reply to Jane Doe's email about the Q3 proposal and let her know we'll follow up by Friday."
  • "Reply to the latest message from Acme Corp confirming our meeting time."

Outlook Email Categories

O365/Outlook users can read and apply Outlook email categories (color-label groupings) through the MCP server. The tools let your AI assistant list the categories defined in your mailbox and get or set the categories on individual emails. You can ask the assistant to organize your inbox by category, find emails in a specific category, or apply a category to a message as part of a larger workflow.

Example prompts:

  • "What Outlook categories do I have defined?"
  • "Apply the 'Follow Up' category to the email from Jane Doe about the Q3 review."
  • "Show me all emails in my 'Customer Meeting' category."

Note: Outlook email category tools are available for O365 accounts only. Gmail accounts do not support Outlook-style categories.

Note: The Levitate MCP server requests the MailboxSettings.Read permission to read and set Outlook categories. If your organization restricts app permissions, your IT administrator may need to grant consent for this permission before category tools are available.

Query Your Connected Integrations

Using the MCP server, you can query data directly from the integrations you have connected to Levitate — across 11 supported integration providers, including CRM, calendar, and other relationship-management tools. Ask your AI assistant things like "What meetings do I have scheduled this week?" or "Show me recent activity from my CRM for Jane Doe." Your assistant pulls live data from your connected sources without leaving your conversation.

Note: When you query HousecallPro data through the Levitate MCP server, the results come directly from live HousecallPro data rather than a daily-synced snapshot. This means the information reflects your current HousecallPro account state — jobs, customers, and status updates — at the moment you ask.

Search and Filter Notes

Search notes across your entire team or filter down to a specific rep, contact, or date range to surface the context you need. Use notes data to enrich contact profiles — for example, ask "What did my team note about Acme Corp in the last 90 days?" and get a consolidated view of every rep's interactions with that account.

Contact Timeline

View a contact's full activity timeline through the MCP server — including emails sent, notes recorded, calls logged, and key dates. Ask your assistant to summarize recent activity for a contact and get a consolidated view without opening Levitate directly.

Example prompt: "What are the last five interactions we've had with Sarah Jones?"

Search companies in your Levitate account by name, tags, or other attributes. The companies_search tool supports the same AND, OR, and EXCLUDE tag logic available in the Levitate web app — so you can ask your assistant to find companies matching a combination of tags and get a precise result set. For example: "Find companies tagged 'Enterprise' but not 'Churned'."

Contact Search Enhancements

The contacts_search MCP tool now matches the full capability of the in-app AI assistant, including filtering by contact creation date. You can search for contacts created within a specific date range alongside any other filter — tag, location, last communication, and more.

Example prompt: "Find contacts created in the last 60 days who are tagged 'Prospect' and haven't been emailed yet."

Contact search results, profile lookups, and newly created contacts now include a direct link to the contact's profile page in Levitate. Click the link from your AI chat to open the contact record immediately — no need to search for the contact separately in the app.

Edit Contact Details

You can now update contact information directly through your AI assistant. Ask it to update a contact's name or job title, add an email address, or add a phone number — the change is applied to the contact's record in Levitate right away.

Note: These tools are additive. They can update or add information, but cannot remove or clear existing contact data.

Example prompts:

  • "Update John Smith's job title to Senior Financial Advisor."
  • "Add the email address jsmith@acme.com to John Smith's profile."
  • "Add a phone number 555-867-5309 for Jane Doe."

Email Campaign & Template Tools

Create, manage, and send email campaigns and templates directly through your AI assistant. The following tools are available:

  • Create an email campaign — start a new campaign with a subject line, body, and recipient list
  • Update an email campaign — edit subject, body, or other settings on an existing draft campaign
  • Schedule or send an email campaign — set a send date or send immediately
  • Get email campaign details — retrieve the settings and content of a specific campaign
  • List email campaigns — search and filter campaigns by status, date, or other criteria
  • Create an email template — save reusable content as a named template
  • Update an email template — modify an existing template's content or settings
  • List email templates — browse available templates in your account

Example prompts:

  • "Create a campaign called 'July Newsletter' with the subject 'Stay Connected This Summer' and send it to contacts tagged 'Newsletter'."
  • "Save this email as a template named 'Quarterly Check-in'."

Social Post Tools

Compose and schedule social media posts through your AI assistant. The following tools are available:

  • Create a social post — compose a new post for one or more connected social channels
  • Update a social post — edit the content or scheduling of an existing post
  • Schedule a social post — set a publish date and time for a post
  • Get social post details — retrieve the content and settings of a specific post
  • List social posts — browse posts by status or date range
  • Delete a social post — remove a draft or scheduled post

Example prompts:

  • "Draft a LinkedIn post about our upcoming client appreciation event and schedule it for next Monday at 9 AM."
  • "Show me all social posts scheduled for this week."

Blog Authoring Tools

Draft, update, and schedule blog posts through your AI assistant. The following tools are available:

  • Search blog posts — find existing posts by title, status, or date range
  • Get blog post details — retrieve the full content and settings of a specific post
  • Create a blog draft — start a new post with a title and body
  • Update a blog post — edit the title, body, or other settings of an existing draft
  • Schedule a blog post — set a publish date for a draft post
  • Cancel a blog post — remove a draft or cancel a scheduled post before it publishes

Note: If your account has blog review enabled, scheduling a post sends it to Pending status for review rather than publishing it directly. A team member must approve the post before it goes live.

Example prompts:

  • "Draft a blog post titled 'Spring Client Update' with a short intro about our new services."
  • "Schedule my 'Spring Client Update' draft to publish next Tuesday at 10 AM."
  • "Show me all blog posts published this month."

AI Document Classification

Files on a contact's record — tax returns, W-2s, 1099s, insurance documents, and other common types — can be classified automatically so your team knows what each file contains without opening it. Classification is PII-safe: text is extracted from the file on Levitate's servers and stripped of sensitive information before any AI processing occurs. The original file bytes are never sent to an AI model.

Note: The files_analyze tool and all document checklist tools require the Levitate MCP server, which must be enabled by a Success Specialist. Automatic classification of inbound files is a separate opt-in available on the AI plan; an account administrator must enable it in account settings.

On-Demand File Classification

The files_analyze tool classifies any existing file on a contact's record. The result is a one-line classification label stored on the file.

Example prompts:

  • "What type of document is the file named 'Smith_Upload_March.pdf' on John Smith's record?"
  • "Classify all unidentified files on Jane Doe's contact."

Automatic Classification of Inbound Files

When enabled, every document a contact sends — through a file request, survey upload, or inbound text — is classified on arrival. The classification label is stored on the file and visible in the contact record. A daily limit applies (200 files per UTC day by default).

Expected Documents Checklist

Each contact can carry a list of expected documents — for example, the tax forms a CPA needs from a client each year. As incoming files are classified, Levitate matches them against the list and marks each item satisfied, giving your team a clear view of what is still outstanding.

The following MCP tools manage expected-document checklists:

  • List expected documents (contactDocumentChecklistItems_list) — retrieve the checklist for a contact
  • Add a checklist item (contactDocumentChecklistItems_create) — add an expected document type to the list
  • Update a checklist item (contactDocumentChecklistItems_update) — edit an existing item
  • Remove a checklist item (contactDocumentChecklistItems_delete) — delete an item from the checklist
  • Check checklist status (contactDocumentChecklistItems_getStatus) — see which items have been matched and which are still missing

Example prompts:

  • "What documents are still missing for Sarah Jones this tax season?"
  • "Add W-2 and 1099-INT to John Smith's expected documents checklist."
  • "Show me the checklist status for all clients tagged 'Tax 2026'."

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.

Levitate is a verified app for both Claude Desktop and ChatGPT that can be downloaded directly.

Claude Desktop

  1. Open Settings, choose Connectors.
  2. Search Levitate and get connected.

Or connect directly from the Levitate connector page.

ChatGPT

  1. Click your name in the bottom left corner and choose Settings.
  2. Choose Plugins.
  3. Choose Browse plugins and search Levitate.
  4. Click the plus button and get connected.

Or connect directly from the Levitate plugin page.

Claude Code

Run the following command in your terminal:

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

You will be prompted to authenticate with your Levitate account.

Cursor

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

VS Code (Copilot)

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

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

When prompted, authenticate with your Levitate account.

Windsurf

  1. Open Settings, choose MCP, and choose Add Server.
  2. Set the transport to HTTP and enter the URL: https://mcp.levitate.ai/mcp
  3. 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.

FAQs

Q: Does Levitate provide an administrator audit log that shows which MCP actions were taken and which user or AI client performed them?

A: Levitate does not currently provide a per-user or per-client MCP action audit log. The Account Event Log available to Levitate administrators records data changes — contacts, tags, integrations, campaigns, and settings — but does not capture individual MCP tool calls or identify which AI assistant initiated them. If your organization needs MCP-level activity tracking for governance or compliance purposes, please contact your Success Specialist to discuss your requirements.

Still need help? Contact Us Contact Us