Antevo Mandates

ch.antevo/mandatesVersion 1.0.3

Your firm's client book: reviews due, meeting briefs, goals, documents and succession.

Status

Responds108 msNov 14, 2026, 13:45 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 13:45 UTC
Latency: 108 ms
Remotes responding: 1 of 1
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Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

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Connect

Streamable HTTP

https://api.antevo.ch/mcp/mandates/mcpResponds108 msNov 14, 2026, 13:45 UTC

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Claude Code

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

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: mandates
Remote MCP server URL: https://api.antevo.ch/mcp/mandates/mcp

Cursor

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

VS Code

code --add-mcp '{"name":"mandates","type":"http","url":"https://api.antevo.ch/mcp/mandates/mcp"}'

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Tools

24 tools

Tools of Antevo Mandates
	Description		Read-only	Idempotent	Open world
`assign_team_member`Assign a firm member to a client as PRIMARY, ADVISOR or SUPPORT; a member already assigned gets the new role. Assigning PRIMARY replaces the client's current primary. Needs the OWNER or ADMIN role in the firm.	Assign a firm member to a client as PRIMARY, ADVISOR or SUPPORT; a member already assigned gets the new role. Assigning PRIMARY replaces the client's current primary. Needs the OWNER or ADMIN role in the firm.	No	No	Yes	No
`complete_review`Record that a client's review is done: sets the last review to now and the next review date to next_review_months from today (default 12, 1 to 120). Notes, if given, are saved as an internal note on the client.	Record that a client's review is done: sets the last review to now and the next review date to next_review_months from today (default 12, 1 to 120). Notes, if given, are saved as an internal note on the client.	No	No	No	No
`convert_prospect`Convert a prospect into an active client: creates the client's household and its primary entity and sets the client ACTIVE, as Convert does in the Antevo app. entity_type: PERSON, COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the client's name. A client already converted is returned as it is. Needs confirm=true: the first call returns a plan.	Convert a prospect into an active client: creates the client's household and its primary entity and sets the client ACTIVE, as Convert does in the Antevo app. entity_type: PERSON, COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the client's name. A client already converted is returned as it is. Needs confirm=true: the first call returns a plan.	Yes	No	Yes	No
`create_client_goal`Add a financial goal for a client; it starts ON_TRACK. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM. target_date is YYYY-MM-DD; priority 1 is the highest.	Add a financial goal for a client; it starts ON_TRACK. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM. target_date is YYYY-MM-DD; priority 1 is the highest.	No	No	No	No
`create_eam_client`Add a client or prospect to your firm's book, assigned to you. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING. Needs confirm=true: the first call returns a plan.	Add a client or prospect to your firm's book, assigned to you. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING. Needs confirm=true: the first call returns a plan.	No	No	No	No
`create_share_link`Create a public download link to a household's document: anyone holding the link can download the file until it expires after expires_in_hours (default 24, at most 720 = 30 days). Returns the link's token and expiry. Needs confirm=true: the first call returns a plan.	Create a public download link to a household's document: anyone holding the link can download the file until it expires after expires_in_hours (default 24, at most 720 = 30 days). Returns the link's token and expiry. Needs confirm=true: the first call returns a plan.	No	No	No	Yes
`delete_document`Delete a household's document: it is marked DELETED and no longer listed. Needs confirm=true: the first call returns a plan.	Delete a household's document: it is marked DELETED and no longer listed. Needs confirm=true: the first call returns a plan.	Yes	No	Yes	No
`extract_document_data`Extracting data from a document is not available over this connector yet. Returns how to start an extraction instead: from the document in the Antevo app, or the REST call that reads portfolio positions from it into a portfolio for review. Nothing is queued or changed.	Extracting data from a document is not available over this connector yet. Returns how to start an extraction instead: from the document in the Antevo app, or the REST call that reads portfolio positions from it into a portfolio for review. Nothing is queued or changed.	No	Yes	Yes	No
`generate_meeting_brief`Build a meeting brief for one client, the same brief as Meeting Brief in the Antevo app: recent meetings, calls and emails; decisions of the last 90 days; open commitments; portfolio snapshot and performance since the last meeting; compliance notes; contact preferences; macro and sector outlook; suggested conversation topics; relationship health; and goal progress. Sections with nothing recorded come back empty. Also saves the client's relationship-health score for the day.	Build a meeting brief for one client, the same brief as Meeting Brief in the Antevo app: recent meetings, calls and emails; decisions of the last 90 days; open commitments; portfolio snapshot and performance since the last meeting; compliance notes; contact preferences; macro and sector outlook; suggested conversation topics; relationship health; and goal progress. Sections with nothing recorded come back empty. Also saves the client's relationship-health score for the day.	No	No	Yes	No
`get_client_dossier`Get a client's record as stored: profile, contact details, client type, pipeline stage, status, risk profile and tier, compliance status, review dates, notes, tags, estimated AUM and, once converted, the client's household_id. The assigned team is in get_client_team.	Get a client's record as stored: profile, contact details, client type, pipeline stage, status, risk profile and tier, compliance status, review dates, notes, tags, estimated AUM and, once converted, the client's household_id. The assigned team is in get_client_team.	No	Yes	Yes	No
`get_client_goals`Get a client's financial goals (retirement, education, property and so on), cancelled goals excluded, by priority: target amount, currency and date, current amount, status and priority.	Get a client's financial goals (retirement, education, property and so on), cancelled goals excluded, by priority: target amount, currency and date, current amount, status and priority.	No	Yes	Yes	No
`get_client_reviews_due`List active clients that have a next review date, soonest first (up to 50), with the last review time, risk tier and days until due (negative when overdue). Pass client_id for one client.	List active clients that have a next review date, soonest first (up to 50), with the last review time, risk tier and days until due (negative when overdue). Pass client_id for one client.	No	Yes	Yes	No
`get_client_team`List the firm members assigned to a client: member id, assignment role (PRIMARY, ADVISOR, SUPPORT), whether primary, when assigned, and the member's firm role and status. Names are not included.	List the firm members assigned to a client: member id, assignment role (PRIMARY, ADVISOR, SUPPORT), whether primary, when assigned, and the member's firm role and status. Names are not included.	No	Yes	Yes	No
`get_document_detail`Get one document's metadata — title, file name, domain, category, status, type, size, sealed, linked entity, account and portfolio — and how many unexpired, unrevoked share links it has.	Get one document's metadata — title, file name, domain, category, status, type, size, sealed, linked entity, account and portfolio — and how many unexpired, unrevoked share links it has.	No	Yes	Yes	No
`get_eam_clients`List the clients and prospects in your firm's book (up to 100, by name): type, pipeline stage, status, contact details, segment, tags and risk profile. Members without the whole-book role see only the clients assigned to them. Filter by status (ACTIVE, ARCHIVED), pipeline_stage (LEAD, PROSPECT, NEGOTIATION, ONBOARDING, ACTIVE, CHURNED, ARCHIVED) or a search term matched against name and email.	List the clients and prospects in your firm's book (up to 100, by name): type, pipeline stage, status, contact details, segment, tags and risk profile. Members without the whole-book role see only the clients assigned to them. Filter by status (ACTIVE, ARCHIVED), pipeline_stage (LEAD, PROSPECT, NEGOTIATION, ONBOARDING, ACTIVE, CHURNED, ARCHIVED) or a search term matched against name and email.	No	Yes	Yes	No
`get_email_detail`Get one email you can see in your firm's synced mailboxes, with its full text and AI analysis — category, priority, sentiment, summary, topics, compliance flags and suggested action.	Get one email you can see in your firm's synced mailboxes, with its full text and AI analysis — category, priority, sentiment, summary, topics, compliance flags and suggested action.	No	Yes	Yes	No
`get_email_messages`List email messages synced from your firm's connected mailboxes, newest first, 25 per page: sender, subject, preview, received time, linked client, read flag and the AI classification (category, priority, sentiment, summary). Members without the whole-book role see only email linked to clients assigned to them, plus email not yet linked to a client. Filter by client_id, priority (comma-separated: CRITICAL, HIGH, NORMAL, LOW) or category (comma-separated: INQUIRY, INSTRUCTION, COMPLAINT, UPDATE, SOCIAL, SPAM).	List email messages synced from your firm's connected mailboxes, newest first, 25 per page: sender, subject, preview, received time, linked client, read flag and the AI classification (category, priority, sentiment, summary). Members without the whole-book role see only email linked to clients assigned to them, plus email not yet linked to a client. Filter by client_id, priority (comma-separated: CRITICAL, HIGH, NORMAL, LOW) or category (comma-separated: INQUIRY, INSTRUCTION, COMPLAINT, UPDATE, SOCIAL, SPAM).	No	Yes	Yes	No
`get_succession_scan`Scan the book's active clients (up to 50, least-confirmed first) for incomplete succession planning: for each client, the succession checklist items confirmed out of those recorded for their household, and an urgency — NOT_STARTED when nothing is recorded, HIGH under 30% confirmed, MEDIUM under 70%, otherwise LOW.	Scan the book's active clients (up to 50, least-confirmed first) for incomplete succession planning: for each client, the succession checklist items confirmed out of those recorded for their household, and an urgency — NOT_STARTED when nothing is recorded, HIGH under 30% confirmed, MEDIUM under 70%, otherwise LOW.	No	Yes	Yes	No
`link_email_to_client`Link an email message you can see in your firm's mailboxes to one of your firm's clients that you may change.	Link an email message you can see in your firm's mailboxes to one of your firm's clients that you may change.	No	No	Yes	No
`list_documents`List a household's active documents, newest first (up to 50): title, file name, domain, category, status, type, size and whether it is sealed. Optionally filter by category, using a category exactly as this tool returns it.	List a household's active documents, newest first (up to 50): title, file name, domain, category, status, type, size and whether it is sealed. Optionally filter by category, using a category exactly as this tool returns it.	No	Yes	Yes	No
`update_client_goal`Update a client goal's current amount, status, target amount, target date (YYYY-MM-DD) or notes. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.	Update a client goal's current amount, status, target amount, target date (YYYY-MM-DD) or notes. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.	No	No	Yes	No
`update_document`Change a household document's title or category (the category as list_documents returns it).	Change a household document's title or category (the category as list_documents returns it).	No	No	Yes	No
`update_eam_client`Update a client's name, email, phone, notes or pipeline stage. A client becomes ACTIVE only through convert_prospect, and a converted (ACTIVE or CHURNED) client cannot be moved back to an earlier stage.	Update a client's name, email, phone, notes or pipeline stage. A client becomes ACTIVE only through convert_prospect, and a converted (ACTIVE or CHURNED) client cannot be moved back to an earlier stage.	Yes	No	Yes	No
`upload_document`Adding a document is not available over this connector yet. Returns the ways to add one — the Antevo app's Vault, or the REST upload flow. Nothing is stored and no record is created; the other arguments are accepted but not used.	Adding a document is not available over this connector yet. Returns the ways to add one — the Antevo app's Vault, or the REST upload flow. Nothing is stored and no record is created; the other arguments are accepted but not used.	No	Yes	Yes	No

Details

Registry status: Active
Published: Oct 27, 2026
Updated: Oct 27, 2026
Website: https://antevo.ch/mandate⁠ (opens in a new tab)
Repository: https://github.com/ANTEVO-CH/antevo-mcp⁠ (opens in a new tab)
Categories (suggested): CommunicationSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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