Integrations / MCP Server
Already using an AI assistant? Point it at Levitate.
Levitate runs an MCP server, so your AI assistant can reach your Levitate data directly.
Works with
ChatGPT
Plus any MCP-compatible assistant.
Your login, no keys.
Sign in with your Levitate login. There are no API keys to manage.
For the whole team.
Once it's on, anyone on your team can connect their own assistant.
Included.
Part of your subscription, not an AI tier. Your Success Specialist switches it on.
Ask about your business in plain words
Search contacts, companies, and your team's notes. Ask the way you'd ask a teammate, and the answer comes from your own Levitate data. It can look up action items, opportunities, policies and donations too.
You're never on your own
Your Success Specialist turns on the MCP server for your account, helps you connect your AI assistant, and stays with you long after launch day. It's the award-winning support behind every Levitate account. Connecting your own AI assistant through our MCP server means your data travels through that assistant's account, so your provider's terms govern retention and training on their side. Worth checking your provider's current policy before you connect, and use a paid plan, not a free one.
A client's whole story, in one answer
Pull a client's full history: who they are, how long they've been with you, their tags, key dates and the notes your team has added.
Draft it from the same conversation
Ask for an email, a reply, a campaign, a social post or a blog post, and your assistant creates the draft in Levitate, ready for you to review and send.
Keep contact details current
Ask your assistant 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, and nothing already there gets cleared.
Put your AI assistant to work.
“That AI will read what's being integrated and automatically put them as a contact into Levitate. I don't have to go back and tag them and decide what messaging they should get. All that's done for me.”

Britton Johnson, Founding Partner, Voluntary Insurance Partners, LLC