Levvy MCP server
Run your Levvy workspace from Claude or ChatGPT
Connect Levvy to your AI assistant once, then ask for what you need in plain English. Look up clients, copy workflow templates, build new workflows, and turn requests or meeting notes into client tasks without leaving the chat.
No credit card required.
Works with Claude
Works with ChatGPT
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Using Levvy MCP server
Here's the task I'll create. Please confirm before I send it:
Client
Astea Solutions
Title
Onboarding
Start date
Wed, Sep 30, 2026
Due
Thu, Oct 1, 2026
Budgeted hours
1
Billable
Yes
Priority
Low (default)
Create it
Done. The Onboarding task is now in your Levvy workspace.
Astea Solutions
Onboarding
Added to Levvy
Why it matters
Get your firm set up by describing how you work
Most firms run on QuickBooks, Ramp, Shopify, and industry software that doesn't share data. Their checklists sit in spreadsheets, old tools, and people's heads. The Levvy MCP server lets your AI assistant move that work into Levvy for you.
1
Bring your checklists over
Paste a checklist or describe your onboarding steps, and your assistant builds the Levvy workflow with every task in order.
2
Turn notes into tasks
Paste notes from a client call, or type a quick request, and your assistant turns each follow-up into a task for the right client.
3
Ask questions about your setup
See your clients, which workflows are still drafts, and which Prebuilt Library templates fit payroll or month-end.
What you can do
Seven tools your assistant can use in Levvy
Four tools read your account, and three create new work. Everything your assistant creates is shown to you first.
Look things up
Read only
Clients
List the clients your role can access.
Workflows
See your Company Library workflows with their tasks, status, and category, including drafts and archived ones.
Prebuilt Library
Browse Levvy's ready-made templates and the tasks inside each one.
Account settings
Check your categories, priorities, and task types, so anything new fits your setup.
Create work
Creates new items
Ad hoc tasks
Add a one-off task for a client with a title, description, start date, budgeted hours, billable status, due date, and priority.
Copy a template
Bring a Prebuilt Library template into your Company Library, with a new name if you want one.
Build a workflow
Describe a process or paste a checklist. Each task can run in order, wait on other tasks, and carry its own hours, billable status, and priority.
See it in action
From a one-line request to a live task in Levvy
Click through a real exchange from Levvy's demo account using Claude.
Can you help me create an ad hoc task
Setting up a new task with required project details
Sure. Since Astea Solutions is your only client, I'll create the task for them unless you tell me otherwise.
I'll need four things from you:
What the task is: a short title, plus a description if you'd like one.
Start date: the day the work begins.
Budgeted hours: how long you expect it to take.
Billable or not: if you don't say, Levvy treats the task as non-billable, so it's worth confirming.
These are optional:
Days to finish: otherwise it's due the same day it starts.
Priority: otherwise it's set to low.
Notes: anything else for whoever picks it up.
You can send it all in one line, like: "Follow up on missing September bank statements, start Oct 1, 1 hour, billable, due in 3 days." I'll show you the full task to confirm before I create it.
Ask for what you need
Start with a plain request, typed or spoken. Claude works out what Levvy needs to create it and asks for anything you left out.
1
It asks for what's missing
If your request leaves out something Levvy needs, Claude asks before going further, so nothing gets created half-finished.
2
It works from your account
Claude checks your clients and account settings first, so new work fits the clients, categories, and priorities you already use.
I want the task to be called onboarding, one hour, start date September 30th, billable and 2 days to finish. For a description: contact client, set up their Levvy workspace
Here's the task I'll create. Please confirm before I send it:
Client
Astea Solutions
Title
Onboarding
Description
Contact client, set up their Levvy workspace
Start date
Wednesday, September 30, 2026
Due
Thursday, October 1, 2026 (2 days)
Budgeted hours
1
Billable
Yes
Priority
Low (default)
The task goes live in your Levvy workspace as soon as I create it. It won't be assigned to anyone, so you'll need to assign it in the Levvy app afterward.
Should I go ahead, or would you like to change anything, such as the priority?
Check the details before anything changes
You answer in one line. Claude lays out the full task and waits for your okay before it creates anything in Levvy.
1
Every field spelled out
Client, dates, hours, billable status, and priority are all shown up front.
2
Easy to adjust
Ask for a different priority or due date, and Claude updates the details.
create it
Create ad hoc task › Onboarding
I created the Onboarding task for Astea Solutions. It's now in your Levvy workspace, starting September 30 and due October 1. It's set to 1 hour, billable, and low priority.
The description shows as two bullet points: "Contact client" and "Set up their Levvy workspace."
Nobody is assigned to it yet, so you'll need to open it in the Levvy app to assign someone. That's also where you'd add any attachments.
Confirm, and it's in Levvy
Reply "create it" and the task goes live in the client's lane right away.
1
Live in Levvy
The task shows up with its dates, hours, billable status, and priority.
2
You assign it
Assigning people and adding attachments happen in the Levvy app.
How about my templates
Loaded tools, used Levvy integration
Here are the workflow templates in your Company Library: 12 active and 1 archived.
A few of these might be worth cleaning up:
Empty workflows: "New Workflow" and "New Workflow 1" have no tasks, and "New Workflow 1" is already published.
Leftover tests: "Test Kali" duplicates "Email Management". "Email Management" also has a blank task called "test".
Unfinished draft: "AP Cash Position Reporting" is still a draft, so your team can't add it to clients yet.
Typo: "Client Oboarding" is missing an "n".
I can't edit, delete or publish workflows through this connection, so those changes would need to be made in the Levvy app.
Ask it to review your setup
Asked about its templates, Claude listed all 13 workflows in the Company Library and flagged four things to clean up in one answer.
1
Finds loose ends
Empty workflows, a leftover test, an unfinished draft, and a typo.
2
You make the call
Claude points out the issues, and your team fixes them in the Levvy app.
Step 1 of 3
Security and control
Nothing changes in Levvy without your okay
You approve what your assistant can reach before it connects, and you decide when each tool is allowed to act.
Before you connect
Approve exactly what it can reach
Levvy lists the access requested: read your workflows and tasks, change your workflows and tasks, and read your clients. Nothing connects until you click Allow.
Authorize Access
Claude is requesting the following access to your account:
Read your workflows and tasks in Levvy
Modify your workflows and tasks in Levvy
Read your clients in Levvy
Keep this access while you are away from Levvy
Deny
Allow
After you connect
Choose when each tool can act
In Claude, set each of the seven Levvy tools to run on its own, ask you first, or stay off. You can change these settings at any time.
Levvy
Connected
Read-only tools
Describe workflow model
Allow
Ask
Off
List Levvy clients
Allow
Ask
Off
List workflow templates
Allow
Ask
Off
List workflows
Allow
Ask
Off
Write tools
Adopt workflow template
Allow
Ask
Off
Create ad hoc task
Allow
Ask
Off
Create workflow
Allow
Ask
Off
Sign in with your Levvy login
The connection uses your own Levvy account, so your assistant only sees the clients your role can access.
It confirms before it creates
Your assistant shows the full task or workflow and waits for your approval. New workflows start as drafts until you publish them.
Built on a SOC 2 compliant platform
The connection covers workflows, tasks, and your client list. Client files and saved logins stay in Levvy.
What you'll still do in the Levvy app
The MCP server handles lookups and new work. These steps happen inside Levvy, where your team manages the work day to day.
Assign tasks, add attachments, and set recurrence
Publish, edit, archive, or delete workflows
Edit or delete tasks after they're created
Add a workflow to a specific client
Set up automated tasks
Add or edit clients
For Levvy customers
Connect Levvy in four steps
You'll need a Levvy account and an AI assistant that supports custom connectors, like Claude or ChatGPT. The steps below use Claude.
1
Open Connectors in Claude
Go to Customize, choose Connectors, and click Add.
2
Add the Levvy server
Name the connector Levvy and paste your Levvy server address.
3
Sign in to Levvy
Log in with your Levvy email and password, then review the access Claude is requesting.
4
Click Allow
Claude confirms it's connected to Levvy, and you can start asking.
Add custom connector
×
Connect Claude to your data and tools. Learn more about connectors or get started with pre-built ones.
Levvy
Shown in the connectors list.
Your Levvy server address
The HTTPS address where the server accepts MCP requests.
Cancel
Continue
Try these
Start with one of these requests
“Turn this onboarding checklist into a Levvy workflow.”
“Show me the templates for payroll and adopt the best fit.”
“Add a task for Acme Co to follow up on missing bank statements by Friday.”
“Which of our workflows don't have a review step?”
“Here are my notes from today's call with Acme Co. Create a task for each follow-up.”
“Give me a list of all my clients.”
There's more AI built into Levvy
Levvy AI works inside the platform with your firm's own data. Paste notes or a transcript from any meeting, and Levvy finds the work, suggests tasks, and assigns them to the right people and clients. The notes stay on file as client knowledge for your next call. Levvy AI also builds workflows faster, answers questions about your team's work, and turns vendor invoices into bills in QuickBooks Online.
Questions
Common questions about the Levvy MCP server
What is an MCP server, in plain terms?
Think of it as a secure bridge between your AI assistant and Levvy. MCP (Model Context Protocol) is the common standard AI tools use to connect to other software, so you can work in Levvy through a chat when that's faster than clicking through screens.
How does this save my team time?
The biggest savings come at setup and in the small requests that pile up during the week. Instead of rebuilding each checklist by hand, you paste it in and review the workflow your assistant drafts. One-off requests from a client call become tasks in a sentence, before anyone forgets them.
Does Levvy record my calls?
No. Levvy works with the note taker you already use. Paste the notes or transcript into Levvy or into your AI assistant, and Levvy turns the follow-ups into tasks. You can also type your own notes during a call, and they stay on file as client knowledge.
What are the security risks, and how does Levvy handle them?
Any connection to your data deserves a close look, so this one is kept narrow. It signs in through your own Levvy account, reaches only workflows, tasks, and your client list, and can't edit or delete existing work. You can disconnect it at any time in your assistant's connector settings. Your conversations are covered by your AI provider's privacy terms, so review those before you connect.
What happens if the AI gets something wrong?
AI assistants can make mistakes, which is why every new task and workflow is shown to you before it's created. If something looks off, just tell your assistant what to change, and it updates the details before anything goes into Levvy. New workflows also start as drafts, so your team can't add them to clients until you publish them. Anything that slips through can be fixed in the Levvy app like any other task.
Can everyone on my team use it?
Yes. Each person connects with their own Levvy login, and their assistant sees only the clients their role allows. A staff accountant and a firm owner get different views, just like they do in Levvy.
Does this replace working in the Levvy app?
It's a faster way to set up and add work. Assigning people, scheduling recurring work, tracking time, and reviewing reports still happen in Levvy, where your team plans its week.
What help can I get with setup?
Levvy's support team typically replies within the hour and can walk you through connecting your assistant. New firms also get help moving their clients and workflows into Levvy during onboarding.
Which AI assistants can I use, and do I need Levvy first?
Claude and ChatGPT both work. You'll need a Levvy account to connect, since the connection signs in with your Levvy login. If you're new to Levvy, start a 14-day free trial and connect your assistant on day one.
Try Levvy free
Set up your firm by asking for it
Start a free trial and connect Claude or ChatGPT on day one. If you'd rather see it first, pick a time and a Levvy specialist will walk you through it.
See the MCP server work with your own workflows
Get a plan for moving your checklists into Levvy
Ask about security, setup, and pricing
No credit card required. Plans from $59 per user per month, billed annually.