Levitate

Levitate is a relationship-marketing and "Happiness Platform" SaaS for relationship-based small businesses — insurance agencies, financial advisors, law firms, nonprofits, home services and faith organizations — founded in 2017 in Raleigh, North Carolina by ShareFile founder Jesse Lipson. The product combines AI-assisted personal email at scale, text messaging, social posting, surveys and event registration, review generation, meeting booking, handwritten cards, donation and opportunity boards, and website publishing, all built around a contact record that stores "key facts" (birthdays, anniversaries, hobbies) used to drive timely, personalized outreach. Levitate exposes two developer surfaces: a REST Public API (OpenAPI 3.1.1) over Contacts, Key Facts, Companies and Notes at api.levitate.ai/public/v1, authenticated with Personal API Keys or OAuth 2.0 authorization-code + PKCE bearer tokens; and a hosted, OAuth-protected remote MCP server at mcp.levitate.ai/mcp that gives AI assistants natural-language access to contacts, action items, donations, campaigns, opportunities, policies, notes and connected-integration data.

Levitate publishes 4 API contracts indexed on the APIs.io network, including Companies API, Contacts API, Notes API, and 1 more. Tagged areas include relationship-marketing, CRM, Email Marketing, Contacts, and Small Business.

Levitate’s developer surface includes documentation, API reference, getting-started guide, support, engineering blog, pricing, changelog, and 29 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

59.2/100 strong ▬ flat Agent 41/100 agent ready Front door AI 4/6 moderate saas Full breakdown ↓
scored 2026-10-31 · rubric v0.25.0 · Show this score on your site →

AccessSelf serve

1 published contract 1 MCP Servers 4 Agent Skills

relationship-marketingCRM Email Marketing Contacts Small Business Insurance Financial Services Non-Profit Marketing Automation MCP Agent-Native Software-as-a-Service

What this lets a business do 1

Business capabilities this provider's published APIs can perform, derived from its own contracts. Browse all capabilities →

Customer Relationship Management

BC-420

CompaniesContacts

Kin Score

Kin Score How this is scored →
scored 2026-10-31 · rubric v0.25.0

Composite quality — 59.2/100 · strong

Contract Quality 10.4 / 21

Developer Ergonomics 8.4 / 17

Access Clarity 15.7 / 17

Operational Transparency 4.7 / 11

Contract Governance 1.9 / 10

Discoverability 5.5 / 9

Regulatory Posture 7.0 / 15

Agent readiness — 41/100 · agent ready

Machine-Readable Contract 18 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 12 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 5 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 6 / 6

Protected Resource Metadata 5 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

Regulatory Posture applies to this provider. Its tags matched the Insurance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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Agent readiness — checks not met, largest first (exact, from this profile):

Agentic Access Contract +10 pts — agentic_access artifact present (x-agentic-access), graded by author
Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented)
A2A Agent Card +8 pts — a2a/-a2a.yml manifest, graded on conformance.grade against A2A 1.0.0
Request/Response Examples +7 pts — share of operations carrying request/response examples; else an Examples / Code Samples link
Registration Without a Human +6 pts — a `registration_endpoint` in the served RFC 8414 / OIDC discovery document
Typed Event Surface +6 pts — AsyncAPI document, OR webhooks/callbacks objects in the as-published OpenAPI, OR common[].type includes Webhooks

5 more unmet checks in the Agent Readiness table above.

Kin Score — facets with the most composite points still available (weight × headroom):

Contract Quality scores 49.0 — up to +12.8 composite points
Developer Ergonomics scores 49.4 — up to +10.1 composite points
Contract Governance scores 18.2 — up to +9.8 composite points

Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from the provider profile at artifacts.apis.io/levitate/apis.yml: open an issue on github.com/api-evangelist/levitate to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 4

Individual APIs this provider publishes, each with its own machine-readable definition.

Levitate MCP Server

Hosted remote MCP server (streamable HTTP) that connects Levitate to AI assistants — Claude Desktop, Claude Code, ChatGPT, Cursor, VS Code Copilot, Windsurf and any MCP-compatib...

Levitate Companies API

The Companies API from Levitate — 2 operation(s) for companies.

Levitate Contacts API

The Contacts API from Levitate — 5 operation(s) for contacts.

Levitate Notes API

The Notes API from Levitate — 2 operation(s) for notes.

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

Levitate MCP Server

Remote MCP server at mcp.levitate.ai over streamable HTTP requiring OAuth.

MCP SERVER

Agent Skills 4

Packaged agent skills for driving this provider's APIs from an AI assistant.

levitate-connect-the-mcp-server

AGENT SKILL

levitate-log-activity-as-notes-and-key-facts

AGENT SKILL

levitate-segment-contacts-with-boolean-search

AGENT SKILL

levitate-sync-contacts-from-external-system

AGENT SKILL

Pricing Plans 1

Published pricing tiers and plan structures.

Levitate Plans Pricing

8 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Levitate Rate Limits

0 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Levitate Finops

FINOPS

OpenAPI Overlays 1

Overlays applied on top of this provider's contracts. Each card says who wrote it: a document the provider publishes, or one API Evangelist derived or generated.

Levitate Public V1 Overlay

8 actions · documentation · levitate-public-v1-openapi.json

DERIVED

Security Posture 4

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Levitate Authentication

oauth2 · 1 scheme

SECURITY

Levitate Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Levitate Vulnerability Disclosure

no policy recorded

SECURITY

Levitate Trust Center

SOC 2 Type I, SOC 2 Type II

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Levitate Scopes

2 scopes · authorizationCode

2 scopes

SCOPES

Resources

Get Started 2

Portal, sign-up, and the first successful call

GettingStarted

GettingStarted

Login

Documentation 2

Reference material describing how the API behaves

Documentation

Documentation

APIReference

APIReference

Agent Surfaces 4

MCP servers, agent skills, and machine-readable catalogs

MCPServer

WellKnown

LLMsTxt

AgentSkill

Design & Contract 5

Pagination, idempotency, versioning, errors, and events

Conformance

Conventions

ErrorCatalog

Lifecycle

DataModel

Build 2

SDKs, sample code, and the tooling you integrate with

Packages

Packages

ToolCrosswalk

ToolCrosswalk

Access & Security 7

Authentication, authorization, and security posture

VulnerabilityDisclosure

VulnerabilityDisclosure

DomainSecurity

TrustCenter

Compliance

Authentication

OAuthScopes

Security

Scroll for all 7

Operate 6

Status, limits, changes, and where to get help

Support

HelpCenter

StatusPage

ChangeLog

ChangeLog

RateLimits

Commercial 4

Pricing, plans, and the legal terms of use

Pricing

TermsOfService

PrivacyPolicy

Plans

Company 2

The organization behind the API

Website

Website

Blog

Blog

Other 2

Properties that don't map to a standard resource type

CapabilityMap

CapabilityMap

Overlay

Overlay

Source (apis.yml)

aid: levitate
name: Levitate
description: 'Levitate is a relationship-marketing and "Happiness Platform" SaaS for relationship-based small businesses —
  insurance agencies, financial advisors, law firms, nonprofits, home services and faith organizations — founded in 2017 in
  Raleigh, North Carolina by ShareFile founder Jesse Lipson. The product combines AI-assisted personal email at scale, text
  messaging, social posting, surveys and event registration, review generation, meeting booking, handwritten cards, donation
  and opportunity boards, and website publishing, all built around a contact record that stores "key facts" (birthdays, anniversaries,
  hobbies) used to drive timely, personalized outreach. Levitate exposes two developer surfaces: a REST Public API (OpenAPI
  3.1.1) over Contacts, Key Facts, Companies and Notes at api.levitate.ai/public/v1, authenticated with Personal API Keys
  or OAuth 2.0 authorization-code + PKCE bearer tokens; and a hosted, OAuth-protected remote MCP server at mcp.levitate.ai/mcp
  that gives AI assistants natural-language access to contacts, action items, donations, campaigns, opportunities, policies,
  notes and connected-integration data.'
url: https://raw.githubusercontent.com/api-evangelist/levitate/refs/heads/main/apis.yml
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: true
  label: Hosted service · you call their endpoint
  confidence: high
  source:
  - openapi
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: high
  source:
  - plans
  - authentication
  - rate-limits
  - security
  generated: '2026-09-02'
  method: derived
image: https://cdn.prod.website-files.com/645165b093e7c8d734211d5d/64ac9c0f52d7bf5e396e6261_og%20image.png
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.23'
created: '2026-08-25'
modified: '2026-08-25'
tags:
- relationship-marketing
- CRM
- Email Marketing
- Contacts
- Small Business
- Insurance
- Financial Services
- Non-Profit
- Marketing Automation
- MCP
- Agent-Native
- Software-as-a-Service
tags_raw:
- relationship-marketing
- crm
- email-marketing
- contacts
- small-business
- insurance
- financial-services
- nonprofit
- marketing-automation
- mcp
- agent-native
- saas
- Financial-Services
apis:
- name: Levitate MCP Server
  description: Hosted remote MCP server (streamable HTTP) that connects Levitate to AI assistants — Claude Desktop, Claude
    Code, ChatGPT, Cursor, VS Code Copilot, Windsurf and any MCP-compatible HTTP client. Tools cover contact search and profile
    lookup, contact tagging and edits, company search, action items, notes, contact timeline, donations and campaigns, opportunity
    pipelines, insurance policies, email drafts, email campaign and template management, social posts, file upload, and live
    queries across 11+ connected integrations. Authentication is OAuth 2.0 with PKCE against login.levitate.ai; no API keys.
    The feature is enabled per account by a Levitate Success Specialist.
  humanURL: https://help.levitate.ai/article/589-levitate-mcp-server
  baseURL: https://mcp.levitate.ai/mcp
  tags:
  - MCP
  - Agent-Native
  - CRM
  - Contacts
  tags_raw:
  - mcp
  - agent-native
  - crm
  - contacts
  properties:
  - type: MCPServer
    url: mcp/levitate-mcp.yml
  - type: MCPServer
    url: https://mcp.levitate.ai/mcp
  - type: ToolCrosswalk
    url: mcp/levitate-tool-crosswalk.yml
  - type: Documentation
    url: https://help.levitate.ai/article/589-levitate-mcp-server
- aid: levitate:levitate-companies-api
  name: Levitate Companies API
  description: The Companies API from Levitate — 2 operation(s) for companies.
  humanURL: https://help.levitate.ai/article/735-levitate-public-api
  baseURL: https://api.levitate.ai/public/v1
  tags:
  - Companies
  properties:
  - type: OpenAPI
    url: openapi/levitate-companies-api-openapi.yml
  - type: Documentation
    url: https://help.levitate.ai/article/735-levitate-public-api
  - type: APIReference
    url: https://api.levitate.ai/docs/
  - type: Authentication
    url: authentication/levitate-authentication.yml
  - type: OAuthScopes
    url: scopes/levitate-scopes.yml
  - type: Conventions
    url: conventions/levitate-conventions.yml
  - type: ErrorCatalog
    url: errors/levitate-problem-types.yml
  - type: DataModel
    url: data-model/levitate-data-model.yml
- aid: levitate:levitate-contacts-api
  name: Levitate Contacts API
  description: The Contacts API from Levitate — 5 operation(s) for contacts.
  humanURL: https://help.levitate.ai/article/735-levitate-public-api
  baseURL: https://api.levitate.ai/public/v1
  tags:
  - Contacts
  properties:
  - type: OpenAPI
    url: openapi/levitate-contacts-api-openapi.yml
  - type: Documentation
    url: https://help.levitate.ai/article/735-levitate-public-api
  - type: APIReference
    url: https://api.levitate.ai/docs/
  - type: Authentication
    url: authentication/levitate-authentication.yml
  - type: OAuthScopes
    url: scopes/levitate-scopes.yml
  - type: Conventions
    url: conventions/levitate-conventions.yml
  - type: ErrorCatalog
    url: errors/levitate-problem-types.yml
  - type: DataModel
    url: data-model/levitate-data-model.yml
- aid: levitate:levitate-notes-api
  name: Levitate Notes API
  description: The Notes API from Levitate — 2 operation(s) for notes.
  humanURL: https://help.levitate.ai/article/735-levitate-public-api
  baseURL: https://api.levitate.ai/public/v1
  tags:
  - Notes
  properties:
  - type: OpenAPI
    url: openapi/levitate-notes-api-openapi.yml
  - type: Documentation
    url: https://help.levitate.ai/article/735-levitate-public-api
  - type: APIReference
    url: https://api.levitate.ai/docs/
  - type: Authentication
    url: authentication/levitate-authentication.yml
  - type: OAuthScopes
    url: scopes/levitate-scopes.yml
  - type: Conventions
    url: conventions/levitate-conventions.yml
  - type: ErrorCatalog
    url: errors/levitate-problem-types.yml
  - type: DataModel
    url: data-model/levitate-data-model.yml
common:
- type: CapabilityMap
  url: capabilities/levitate-capability-edges.yml
  name: Levitate Business Capability Map
- type: VulnerabilityDisclosure
  url: security/levitate-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/levitate-domain-security.yml
- type: Website
  url: https://www.levitate.ai/
- type: Documentation
  url: https://help.levitate.ai/article/735-levitate-public-api
- type: APIReference
  url: https://api.levitate.ai/docs/
- type: GettingStarted
  url: https://help.levitate.ai/article/322-api-keys
- type: Support
  url: https://help.levitate.ai/
- type: HelpCenter
  url: https://help.levitate.ai/
- type: Blog
  url: https://www.levitate.ai/blog
- type: Pricing
  url: https://www.levitate.ai/pricing
- type: Login
  url: https://login.levitate.ai/
- type: TermsOfService
  url: https://www.levitate.ai/terms-of-service
- type: PrivacyPolicy
  url: https://www.levitate.ai/privacy-policy
- type: StatusPage
  url: https://status.levitate.ai
- type: ChangeLog
  url: https://help.levitate.ai/category/108-latest-releases
- type: TrustCenter
  url: https://trust.levitate.ai
- type: Compliance
  url: conformance/levitate-conformance.yml
- type: Conformance
  url: conformance/levitate-conformance.yml
- type: MCPServer
  url: mcp/levitate-mcp.yml
- type: Authentication
  url: authentication/levitate-authentication.yml
- type: OAuthScopes
  url: scopes/levitate-scopes.yml
- type: Conventions
  url: conventions/levitate-conventions.yml
- type: ErrorCatalog
  url: errors/levitate-problem-types.yml
- type: Lifecycle
  url: lifecycle/levitate-lifecycle.yml
- type: ChangeLog
  url: changelog/levitate-changelog.yml
- type: RateLimits
  url: rate-limits/levitate-rate-limits.yml
- type: Plans
  url: plans/levitate-plans-pricing.yml
- type: Packages
  url: packages/levitate-packages.yml
- type: WellKnown
  url: well-known/levitate-well-known.yml
- type: DataModel
  url: data-model/levitate-data-model.yml
- type: LLMsTxt
  url: llms/levitate-llms.txt
- type: AgentSkill
  url: skills/_index.yml
- type: Security
  url: security/levitate-vulnerability-disclosure.yml
- type: Overlay
  url: overlays/levitate-public-v1-overlay.yaml
- type: ToolCrosswalk
  url: mcp/levitate-tool-crosswalk.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
x-secondary-market:
- venue: Forge Global
  url: https://forgeglobal.com/levitate_stock/
x-enrichment:
  date: '2026-08-25'
  status: enriched
  artifacts_added: 33
  pass: local-v1

Levitate API — frequently asked questions

Does Levitate have an API?

Yes. APIs.io lists 4 APIs from Levitate, including Levitate MCP Server, Levitate Companies API and Levitate Contacts API, and 1 more.

Is there an OpenAPI specification for the Levitate API?

Yes. APIs.io indexes 3 OpenAPI specifications for Levitate, each linked for download from this page.

How do I authenticate with the Levitate API?

Levitate documents its authentication (oauth2 · 1 scheme). The details are profiled on APIs.io as Levitate Authentication.

How much does the Levitate API cost?

APIs.io lists 8 pricing plans for Levitate, with each plan's price, limits and inclusions under Pricing Plans on this page.

Does Levitate have an MCP server?

Yes. APIs.io lists 1 MCP server for Levitate: Remote MCP server at mcp.levitate.ai over streamable HTTP requiring OAuth.

Is the Levitate API ready for AI agents?

Levitate has a Kin Score of 59.2 out of 100 (strong) and an Agent Readiness score of 41.2 (agent-ready), scored by API Evangelist on 2026-10-31.

Work with this as data

Every provider here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

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