Antevo Mandates

설치

쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.

검사 4/4 통과 · 내가 묻는 내용은 제작자 서버(api.antevo.ch)를 거쳐요 · ✓ 명령 확인 2026년 11월 13일

claude mcp add --transport http --scope user 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"
    }
  }
}

어떤 앱에서 쓸 수 있나요

이 서버의 연결 방식과 각 앱의 공식 문서를 바탕으로 했어요. 2026년 11월 10일 확인.

인터넷으로 연결하는 앱

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모든 앱과 장단점 →

할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 12일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

• 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.

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 14일 점검

• ✓ 통과

  제작자와 저장소 일치

  레지스트리 이름이 도메인 antevo.ch 기준으로 확인되었어요(레지스트리가 도메인 소유를 확인해요)

• ✓ 통과

  계속 관리되고 있음

  코드 마지막 변경: 그저께

• – 해당 없음

  라이선스 있음

  해당 없음: antevo.ch 소유자가 직접 운영하는 클라우드 서버라 저장소 코드를 실행하지 않아요

• ✓ 통과

  엔드포인트 응답

  127ms 만에 응답(HTTP 200)

• – 해당 없음

  OAuth로 로그인

  로그인 필요 없음

• ✓ 통과

  도구 설명에 숨겨진 지시 없음

  도구 설명 24개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

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문서, 시트 및 사무 업무 카테고리의 다른 서버와 비교i

• 이 카테고리의 다른 서버 3906개 중 0%보다 스타가 많아요
• 이 카테고리의 다른 서버 3906개 중 64%보다 최근에 레지스트리에 공개됐어요
• 기본 점검 결과가 이 카테고리의 다른 서버 3906개 중 100%와 같거나 더 좋아요

레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.

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