Antevo Mandates

Was du damit machen kannst

Für diesen Server haben wir noch keine Zusammenfassung in einfacher Sprache geschrieben. Unten stehen die Fakten, die wir aus der Registry gelesen haben.

• Verbindung: Läuft in der Cloud
• Transport: Streamable HTTP
• Kategorie: Dokumente, Tabellen & Büroarbeit

Installation

Wähle die KI-App, die du nutzt, und kopiere die Einstellungen.

5/5 Prüfungen bestanden · Was du fragst, läuft über den Server des Anbieters (api.antevo.ch)

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

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

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

Welche Apps ihn nutzen können

Basierend darauf, wie sich dieser Server verbindet, und auf der eigenen Doku jeder App, geprüft am 10. Nov. 2026.

Verbinden sich über das Internet in

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Alle Apps, mit Vor- und Nachteilen →

Was er kann

Tool-Namen und -Beschreibungen genau so, wie der Server sie am 7. Nov. 2026 gemeldet hat. Geschrieben hat sie der Entwickler, nicht wir; wir zeigen sie als reinen Text.

• 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% confirme

• 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

• 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.

• 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 (

• 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_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.

• 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.

• 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.

• 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

• 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.

• 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.

• 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.

• 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.

• 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.

• delete_document

  Delete a household's document: it is marked DELETED and no longer listed. 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.

• 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.

• update_document

  Change a household document's title or category (the category as list_documents returns it).

• 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.

• 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 lin

• 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.

• 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.

Basischecksi

Wir prüfen Informationen, die jeder sehen kann; den Code haben wir nicht gelesen. Checks, die nicht zutreffen, werden nicht mitgezählt. · Geprüft am 11. Nov. 2026

• ✓ Bestanden

  Entwickler passt zum Repo

  Der Registry-Name wurde über die Domain antevo.ch bestätigt (die Registry prüft, wem die Domain gehört)

• ✓ Bestanden

  Wird noch gepflegt

  Code zuletzt geändert: gestern

• ✓ Bestanden

  Hat eine Lizenz

  Nutzt MIT

• ✓ Bestanden

  Endpunkt antwortet

  Antwort in 995 ms (HTTP 200)

• – Nicht zutreffend

  Anmeldung mit OAuth

  Keine Anmeldung nötig

• ✓ Bestanden

  Keine versteckten Anweisungen in Tool-Beschreibungen

  Wir haben 24 Tool-Beschreibungen gelesen und keine versteckten Anweisungen an die KI gefunden

Nutzerbewertungen

Noch keine Bewertungen

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Im Vergleich mit anderen in Dokumente, Tabellen & Büroarbeiti

• Mehr Sterne als 0 % der anderen 3736 Server in dieser Kategorie
• Neuer in der Registry veröffentlicht als 68 % der anderen 3736 Server in dieser Kategorie
• Basischecks gleich gut wie oder besser als bei 100 % der anderen 3736 Server in dieser Kategorie

Verglichen mit allen aktiven Servern dieser Kategorie in der Registry. Sterne zählen nur, wenn dem Herausgeber das Repo gehört.

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README vom Entwickler

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