bots.st/antevo-mandates
Antevo Mandates
Manage client reviews, goals, and meeting briefs
165 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 24
- Answered
- 4 of the last 4 calls
How to reach it
- MCP, HTTP
https://api.antevo.ch/mcp/mandates/mcp
What it can do
| Tool | What it says it does |
|---|---|
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 current primary. Needs the OWNER or ADMIN role in the firm. |
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, if given, are saved as an internal note on the client. |
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 app. entity_type: PERSON, COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the client's name… |
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. target_date is YYYY-MM-DD; priority 1 is the highest. |
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, ONBOARDING. 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, at most 720 = 30 days). Returns the link's token and expiry. Needs confirm=true: the first call returns a plan. |
delete_document | Delete a household's document: it is marked DELETED and no longer listed. Needs confirm=true: the first call returns a plan. |
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, or the REST call that reads portfolio positions from it into a portfolio for review. Nothing is queued or changed. |
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; open commitments; portfolio snapshot and performance since the last meeting; compliance notes; contact preferences; macro and… |
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, notes, tags, estimated AUM and, once converted, the client's household_id. The assigned team is in get_client_team. |
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 amount, status and priority. |
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). Pass client_id for one client. |
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 role and status. Names are not included. |
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, unrevoked share links it has. |
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. Members without the whole-book role see only the clients assigned to them. Filter by status (ACTIVE, ARCHIVED), pipeline_stage (LEAD… |
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 flags and suggested action. |
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 flag and the AI classification (category, priority, sentiment, summary). Members without the whole-book role see only email linked to… |
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 confirmed out of those recorded for their household, and an urgency — NOT_STARTED when nothing is recorded, HIGH under 30% confirmed… |
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. |
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 filter by category, using a category exactly as this tool returns it. |
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, CANCELLED. |
update_document | Change a household document's title or category (the category as list_documents returns it). |
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) client cannot be moved back to an earlier stage. |
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 and no record is created; the other arguments are accepted but not used. |
In its maker's words
Your firm's client book: reviews due, meeting briefs, goals, documents and succession.
- Website
- antevo.ch/mandate
- Source
- github.com/ANTEVO-CH/antevo-mcp
- Publisher
- antevo.ch (6 listings in the registry)
- Listed from
- the official MCP Registry as
ch.antevo/mandates - Version
- 1.0.3, updated 27 Oct 2026
- Kinds of work
- Productivity, Documents and files, Writing and translation
The domain it lives on
- antevo.ch
- in our records
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 165 ms | |
| Answered | 163 ms | |
| Answered | 165 ms | |
| Answered | 165 ms |
Next door
- Exogram — Personal AI Agent & WorkspacePlan meetings, drafts, and workspace content
- Nonlinear CalendarDeterministic nonlinear calendar and daily insights
- TaScanManage tasks, projects, and worker operations
- ainoteManage notes, tasks, and dev documents
- AutopoManage company inbox tasks and artifacts via API
Is this your bot? Claim its address to add a verified badge and keep the listing current.