Antevo Mandates

安装

选择你使用的 AI 应用，然后复制设置。

通过 4/4 项检查 · 你的提问会经过开发者的服务器（api.antevo.ch） · ✓ 命令已检查 2026年11月13日

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"
    }
  }
}

哪些应用可以使用它

依据这个服务器的连接方式和各应用自己的文档，检查于 2026年11月10日。

通过互联网连接，适用于

ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

全部应用及其优缺点 →

它能做什么

工具名称和描述与服务器在 2026年11月12日 报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

• 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.

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月14日

• ✓ 通过

  作者与仓库一致

  注册名称已通过域名 antevo.ch 验证（注册中心会核实域名所有权）

• ✓ 通过

  仍在维护

  代码最后更新于前天

• – 不适用

  有许可证

  不适用：由 antevo.ch 的所有者自己运行的云端服务器，你不会运行仓库里的代码

• ✓ 通过

  端点有响应

  在 127 毫秒内响应（HTTP 200）

• – 不适用

  使用 OAuth 登录

  无需登录

• ✓ 通过

  工具描述中没有隐藏指令

  已读取 24 个工具描述，未发现针对 AI 的隐藏指令

用户评价

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与“文档、表格与办公”中的其他服务器比较i

• 星标数多于此分类中其他 3891 个服务器的 0%
• 发布到注册中心的时间比此分类中其他 3891 个服务器的 64% 更新
• 基础检查结果等于或优于此分类中其他 3891 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

同类别的其他选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：↓ 每周下载量i★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

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作者：getsentry·广泛使用·↓ 13万/周 共用包的下载量·★ 6569·4个月前更新

在你的电脑上运行✓ 服务方 · xcodebuildmcp.com

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在你的电脑上运行

安装

作者的 README

What do I need to know about markets today?                              → The 07:00 Brief