Antevo Mandates
ch.antevo/mandates · v1.0.0 · MCP 2025-06-18
Your client book: who is due a review, what their mandate allows, and what has moved.
Reachability
reachable
checked 2026-09-20 05:31 UTC
Registry status active
Tools pinned 24
46d478b7abd3
Tools last changed
unchanged since first capture 2026-09-15
Provenance
Registry namespace ch.antevo
(domain verified by the official registry)
Website
https://antevo.ch/mandate
Remote endpoints
https://api.antevo.ch/mcp/mandates/mcp (streamable-http)
https://api.antevo.ch/mcp/mandates/sse (sse)
Observed changes
| When (UTC) | Event | Detail |
|---|---|---|
| 2026-09-15 05:30 | first capture | 24 tools pinned |
Pinned tool definitions (24)
| Tool | Description |
|---|---|
| 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, COMPANY, TRUST. pipeline_stage: LEAD, PROSPECT, QUALIFIED, PROPOSAL, NEGOTIATION. |
| update_eam_client | Update an EAM client record. |
| convert_prospect | Convert a prospect to active client status. |
| 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... |
| assign_team_member | Assign a team member to an EAM client. role: PRIMARY, SECONDARY, SUPPORT. |
| 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, LIFESTYLE, CHARITABLE, LEGACY, LIQUIDITY, 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 shareable link for a document. Link is valid for expires_in_hours (max 720 = 30 days). |
| 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.... |
| 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. |
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