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Antevo Mandates

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

Connector by antevo.chOfficial · Domain verified by the MCP Registry

IndexedMITRemote (HTTP)
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/antevo-ch-mandates

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://api.antevo.ch/mcp/mandates/mcp Remote (HTTP)

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About

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

Reviews

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No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
11 read · 9 write · 1 delete · 3 not yet classified
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 24

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 11 · Look things up without changing anything.

  • convert_prospect
  • get_client_dossier
  • get_client_goals
  • get_client_reviews_due
  • get_client_team
  • get_document_detail
  • get_eam_clients
  • get_email_detail
  • get_email_messages
  • get_succession_scan
  • list_documents

Write 9 · Create, change, send or run things.

  • assign_team_member
  • create_client_goal
  • create_eam_client
  • create_share_link
  • link_email_to_client
  • update_client_goal
  • update_document
  • update_eam_client
  • upload_document

Delete 1 · Delete, drop, revoke or wipe things.

  • delete_document

Not yet classified 3 · We could not tell from the name and description.

  • complete_review
  • extract_document_data
  • generate_meeting_brief

Network hosts it talks to 1

  • api.antevo.ch · found in remote endpoint, install command

Files it touches

  • Any path the agent passes to its tools

Tools (24)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • assign_team_member

    Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.

  • 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, a table that exists in no schema, so it errored on every call and the id never had a referent. Review state is a pair of columns on the client row.

  • 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.

  • create_client_goal

    Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM.

  • create_eam_client

    Create a new EAM client/prospect. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING.

  • 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.

  • delete_document

    Soft-delete a document (sets status to DELETED).

  • extract_document_data

    Trigger OCR / data extraction from a document. Returns extraction status.

  • generate_meeting_brief

    Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.

  • get_client_dossier

    Get full client dossier — profile, entities, AUM, review status, team assignments.

  • get_client_goals

    Get financial goals for a client — retirement, education, property, etc. with progress.

  • 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.

  • 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.

Show 9 more tools
  • get_email_detail

    Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.

  • 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_succession_scan

    Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).

  • link_email_to_client

    Link an email message to an EAM client record.

  • list_documents

    List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).

  • update_client_goal

    Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.

  • update_document

    Update document metadata — description, category, or tags (comma-separated).

  • update_eam_client

    Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.

  • 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.

Signals

Stars
0
Forks
0
Open issues
0
Last commit
Oct 23, 2026 (5 days ago)
Last release
Oct 18, 2026 (10 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
ch.antevo/mandates
Version
1.0.2
Auth
Auth not stated
License
MIT
Repository
github.com/ANTEVO-CH/antevo-mcp
Website
antevo.ch/mandate
First seen
Oct 24, 2026
Last checked
Oct 25, 2026
Source
Official MCP Registrygithub-graphql

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Cite this page

Antevo Mandates MCP server. Agent Mart. https://agentmart.dev/connectors/antevo-ch-mandates (last updated 2026-10-25)