Antevo Mandates
Your client book: who is due a review, what their mandate allows, and what has moved.
| Endpoint | https://api.antevo.ch/mcp/mandates/mcp (streamable-http) |
|---|---|
| Registry version | 1.0.2 |
| Now | 24 tools · grade C (75) · pin ts_00f892397f775b0783a6f8f944a1404c · protocol 2025-06-18 |
| First / last listed | 2026-10-26 07:44 UTC / 2026-10-26 07:44 UTC |
| Grade over time | 2026-10-26: C (75), 24 tools |
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Tools: get_succession_scan generate_meeting_brief list_documents get_document_detail get_eam_clients get_client_dossier get_client_reviews_due get_client_team create_eam_client update_eam_client convert_prospect complete_review assign_team_member get_client_goals create_client_goal update_client_goal delete_document create_share_link upload_document update_document extract_document_data get_email_messages get_email_detail link_email_to_client
get_succession_scan | Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM). params: firm_id |
generate_meeting_brief | Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits. params: client_id*, firm_id |
list_documents | List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.). params: household_id, category |
get_document_detail | Get document metadata, ACLs, and share links for a specific document. params: household_id*, doc_id* |
get_eam_clients | List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term. params: firm_id, status, pipeline_stage, search |
get_client_dossier | Get full client dossier — profile, entities, AUM, review status, team assignments. params: client_id*, firm_id |
get_client_reviews_due | Get compliance reviews due for a client, or all clients if client_id omitted. params: firm_id, client_id |
get_client_team | Get assigned team members for an EAM client. params: client_id*, firm_id |
create_eam_client | Create a new EAM client/prospect. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING. params: display_name*, firm_id, client_type, email, phone, pipeline_stage, notes, confirm |
update_eam_client | Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect. params: client_id*, firm_id, display_name, email, phone, pipeline_stage, notes |
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. params: client_id*, firm_id, household_name, entity_type, confirm |
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
params: client_id*, firm_id, notes, next_review_months |
assign_team_member | Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN. params: client_id*, member_id*, firm_id, role |
get_client_goals | Get financial goals for a client — retirement, education, property, etc. with progress. params: client_id*, firm_id |
create_client_goal | Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM. params: client_id*, goal_type*, goal_name*, target_amount, target_currency, target_date, description, priority, firm_id |
update_client_goal | Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED. params: goal_id*, current_amount, status, target_amount, target_date, notes, firm_id |
delete_document | Soft-delete a document (sets status to DELETED). params: household_id*, doc_id*, confirm |
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. params: household_id*, doc_id*, expires_in_hours, confirm |
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. params: household_id*, file_name*, domain*, category*, description, base64_content, confirm |
update_document | Update document metadata — description, category, or tags (comma-separated). params: household_id*, doc_id*, description, category, tags |
extract_document_data | Trigger OCR / data extraction from a document. Returns extraction status. params: household_id*, doc_id* |
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). params: firm_id, client_id, priority, category, page |
get_email_detail | Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action. params: message_id*, firm_id |
link_email_to_client | Link an email message to an EAM client record. params: message_id*, client_id*, firm_id |
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