MCP server

Antevo Mandates Official

ch.antevo/mandates

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

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

Website Source

At a glance

Type

MCP server

Publisher

antevo.ch (verified by the MCP Registry)

Status

Working at last check

Tools

24

Token cost

About 3,536 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.mandates]
url = "https://api.antevo.ch/mcp/mandates/mcp"

Gemini CLI

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

Cursor

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

VS Code

{"servers":{"mandates":{"type":"http","url":"https://api.antevo.ch/mcp/mandates/mcp"}}}

Antigravity

agy mcp add mandates https://api.antevo.ch/mcp/mandates/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"mandates","server_url":"https://api.antevo.ch/mcp/mandates/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"mandates","server_url":"https://api.antevo.ch/mcp/mandates/mcp"}

Tools

• assign_team_member ~140 tokens
  Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.
• complete_review ~254 tokens
  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
• convert_prospect ~208 tokens
  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 ~247 tokens
  Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM.
• create_eam_client ~227 tokens
  Create a new EAM client/prospect. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING.
• create_share_link ~157 tokens
  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 Deletes data · ~107 tokens
  Soft-delete a document (sets status to DELETED).
• extract_document_data ~100 tokens
  Trigger OCR / data extraction from a document. Returns extraction status.
• generate_meeting_brief ~124 tokens
  Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.
• get_client_dossier ~100 tokens
  Get full client dossier — profile, entities, AUM, review status, team assignments.
• get_client_goals ~100 tokens
  Get financial goals for a client — retirement, education, property, etc. with progress.
• get_client_reviews_due ~98 tokens
  Get compliance reviews due for a client, or all clients if client_id omitted.
• get_client_team ~87 tokens
  Get assigned team members for an EAM client.
• get_document_detail ~98 tokens
  Get document metadata, ACLs, and share links for a specific document.
• get_eam_clients ~136 tokens
  List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.
• get_email_detail ~104 tokens
  Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.
• get_email_messages ~168 tokens
  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 ~83 tokens
  Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).
• link_email_to_client ~109 tokens
  Link an email message to an EAM client record.
• list_documents ~100 tokens
  List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).
• update_client_goal ~196 tokens
  Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.
• update_document ~151 tokens
  Update document metadata — description, category, or tags (comma-separated).
• update_eam_client ~193 tokens
  Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.
• upload_document ~249 tokens
  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.

Browse

• OCR (text from images)
• Email
• Legal research

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