Connect-MCP

Antevo Mandates

ch.antevo/mandates · v1.0.1

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

MCPremoteno credentialsDocuments & PDFLaw & governmentFinance

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 24 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 73/100

What it does: 24 tools · 11 read, 10 write (incl. delete/pay) · Documents & PDF, Law & government, Finance

Test call list_documents: needs a key: HTTP 401 (1,009 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: 0
  • Read/write annotations: 0
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://api.antevo.ch/mcp/mandates/mcp

Tools

24 tools listed at last check
  • 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, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING.
  • update_eam_client Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.
  • 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.
  • 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
  • assign_team_member Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.
  • 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, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, 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 public link to a document that anyone holding it can download, valid for expires_in_hours (max 720 = 30 days). Confirm-gated.
  • 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.
  • 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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