Antevo Mandates
ch.antevo/mandatesYour client book: who is due a review, what their mandate allows, and what has moved.
Score: 45/100
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How to earn +15 points
Tools · 24
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 h…
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 …
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 e…
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.
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 …
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 con…
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 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 include…
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 c…
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 earl…
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, TRU…
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 n…
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 …
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.
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 i…
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.
Delete a household's document: it is marked DELETED and no longer listed. 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 …
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…
Change a household document's title or category (the category as list_documents returns it).
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…
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 (categor…
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.
Link an email message you can see in your firm's mailboxes to one of your firm's clients that you may change.
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://api.antevo.ch/mcp/mandates/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"antevo_mandates": {
"url": "https://api.antevo.ch/mcp/mandates/mcp",
"transport": "streamable-http"
}
}
}