ch.antevo/mandates

up checked 2026-11-11T00:37:46.668Z

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Publisher-provided title

Antevo Mandates

Publisher-provided description

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

Summary by lookupd

Lets an agent manage a firm's client book: reviews, goals, team assignments, meeting briefs, documents, emails and succession checks.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add mandates --url https://api.antevo.ch/mcp/mandates/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (24 tools)

Publisher-provided text

• 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 confirm
• 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; o
• 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 fi
• 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,
• 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. Memb
• 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, note
• 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).
• 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 ro
• 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, ONBOARD
• 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) cl
• 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 ap
• 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,
• 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 curren
• 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
• 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. tar
• 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,
• delete_document Delete a household's document: it is marked DELETED and no longer listed. Needs confirm=true: the first call returns a plan.
• 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,
• 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
• update_document Change a household document's title or category (the category as list_documents returns it).
• 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, o
• 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 fla
• 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 f
• 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.

Details

• Version: 1.0.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 747 ms
• First indexed: 2026-11-01T08:52:10.965Z
• Last seen in registry: 2026-11-01T08:52:10.995Z
• Repository: https://github.com/ANTEVO-CH/antevo-mcp
• Website: https://antevo.ch/mandate

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