Levelset
AR / Collections
Construction payments and lien rights: track notices and payment status.
Ask Ruby
55 read-only tools
Ruby reads from Levelset and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.
Getalllocations
List all Locations (GET /rest/locations/)
Getlocationbyid
Retrieve a Location (GET /rest/locations/{location_id}/)
Getalltags
List all Tags (GET /rest/tags/)
Gettagbyid
Retrieve a Tag (GET /rest/tags/{tag_id}/)
Getallprojecttags
List all ProjectTags (GET /rest/projects/{project_id}/project_tags/)
Getprojecttagbyid
Retrieve a Project Tag (GET /rest/project_tags/{project_tag_id}/)
Getallwaivereventhistory
List all Waiver Events (GET /rest/waiver_event_history/)
Getallstates
List all States (GET /rest/states/)
Getalltemplatestates
List all States on Template (GET /rest/templates/{template_id}/states/)
Getstatebyid
Retrieve a State (GET /rest/states/{state_id}/)
Getallprojects
List all Projects (GET /rest/projects/)
Getprojectbyid
Retrieve a Project (GET /rest/projects/{project_id}/)
Built for restoration, not bolted on.
Grounded answers
Ruby reads Levelset live and cites what she found, so answers reflect your actual data, not a stale export.
Read-only by design
Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.
Managed, secure auth
Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.
Knows restoration
Ruby understands jobs, claims, drying logs, and AR, so Levelset data lands in the right operational context.
Connect once, then just ask.
Connect Levelset once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.
Ruby
Ask in the Ruby app and get an answer grounded in Levelset and the rest of your connected stack.
Claude
Bring the same secure Levelset connection into Claude so it can answer with your live data.
ChatGPT
Use Levelset from ChatGPT with the same per-company, read-only access Ruby uses.
Frequently asked questions
Do I need developer credentials to connect Levelset?
You paste an API key from your account in Settings > Integrations. There is nothing to build; Ruby stores it encrypted and scoped to your company.
Can Ruby change anything in Levelset?
No. The Levelset connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Levelset.
Is my Levelset data secure?
Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.
Can I use Levelset alongside my other tools?
Yes. Ruby reasons across every tool you connect at once, so she can tie Levelset to your CRM, accounting, email, and documentation in a single answer.
