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Antevo Mandates

ch.antevo/mandates · v1.0.2

Measured by MCP Station

Description written by the publisher, not verified

Your client book: who is due a review, what their mandate allows, and what has moved.

Connect

claude mcp add --transport http mandates https://api.antevo.ch/mcp/mandates/mcp

{
  "mcpServers": {
    "mandates": {
      "url": "https://api.antevo.ch/mcp/mandates/mcp"
    }
  }
}

Tools as reported by the server

• get_succession_scan
  Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).
• generate_meeting_brief
  Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.
• list_documents
  List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).
• get_document_detail
  Get document metadata, ACLs, and share links for a specific document.
• get_eam_clients
  List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.
• get_client_dossier
  Get full client dossier — profile, entities, AUM, review status, team assignments.
• get_client_reviews_due
  Get compliance reviews due for a client, or all clients if client_id omitted.
• get_client_team
  Get assigned team members for an EAM client.
• create_eam_client
  Create a new EAM client/prospect. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING.
• update_eam_client
  Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.
• convert_prospect
  Convert a prospect to an active client: creates the client's household and its primary entity, as the web's Convert does. entity_type: PERSON, COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the client's name.
• complete_review
  Record that this client's review is done, and schedule the next one. Stamps last_reviewed_at and moves next_review_date forward by next_review_months (default 12). Any notes are filed as an OBSERVATION note against the client. NOTE: this tool used to take a `review_id`. It queried eam_client_review,
• assign_team_member
  Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.
• get_client_goals
  Get financial goals for a client — retirement, education, property, etc. with progress.
• create_client_goal
  Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM.
• update_client_goal
  Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.
• delete_document
  Soft-delete a document (sets status to DELETED).
• create_share_link
  Create a public link to a document that anyone holding it can download, valid for expires_in_hours (max 720 = 30 days). Confirm-gated.
• upload_document
  Initialize a document record. domain: WEALTH, TAX, LEGAL, COMPLIANCE, PERSONAL. category: STATEMENT, TAX_RETURN, WILL, TRUST_DEED, INSURANCE, CONTRACT, ID, OTHER. If base64_content is provided, the document blob is stored. Otherwise returns a doc_id for separate upload.
• update_document
  Update document metadata — description, category, or tags (comma-separated).
• extract_document_data
  Trigger OCR / data extraction from a document. Returns extraction status.
• get_email_messages
  List email messages for an EAM firm with AI analysis. Filter by client_id, priority (CRITICAL,HIGH,MEDIUM,LOW), category (INQUIRY,INSTRUCTION,UPDATE).
• get_email_detail
  Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.
• link_email_to_client
  Link an email message to an EAM client record.

Repository · Website · JSON · Text for agents · Registry updated 2026-10-18