# Antevo Mandates

- Registry name: `ch.antevo/mandates` · version 1.0.2
- Categories (automatic, keyword rules): Security, Infrastructure & security, Utilities, Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Not declared (tools carry no read/destructive hints)
- Capabilities (declared by the server): experimental, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=ch.antevo%2Fmandates
- Server page: https://mcpstation.net/s/ch.antevo--mandates.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://api.antevo.ch/mcp/mandates/mcp`

## Tools (as reported by the server, not verified)

- `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.

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html