Antevo Mandates MCP Server

by antevo Your server? Claim it

answering

Antevo Mandates is answering right now. Last checked 11 min ago. It exposes 24 tools. Last commit 28 Oct 2026.

Your firm's client book: reviews due, meeting briefs, goals, documents and succession.

Uptime history 49 days of history · worst day 50%

49 days agonow

50.0%

Uptime 24h

91 of 182 checks

Tools

read from the server

237 ms

Response time

average over 24h

Stars

last commit 28 Oct 2026

What changed 38

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 4 October 2026. No other catalogue keeps this.

27 Oct 24 tool descriptions were rewritten assign_team_member, complete_review, convert_prospect and 21 more

27 Oct 2 tools changed the parameters they ask for update_document, upload_document

4 Oct 6 tool descriptions were rewritten assign_team_member, convert_prospect, create_client_goal and 3 more

4 Oct 6 tools changed the parameters they ask for assign_team_member, convert_prospect, create_client_goal and 3 more

Antevo Mandates does not always answer

Over the last week it answered 50.0% of our checks. We check every 15 minutes, so you hear about the next outage within the hour — not from your users.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 11 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

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

Settings → Connectors → Add custom connector, then paste this address

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

~/.codex/config.toml

[mcp_servers.mandates]
url = "https://api.antevo.ch/mcp/mandates/mcp"

.cursor/mcp.json

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

.vscode/mcp.json

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

This server publishes 1 more address. The block above uses the one we reach during checks; the full list is under Endpoints below, and the author may intend a particular one for your client.

Available tools 24

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

client

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.

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.

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.

document

delete_document

Delete a household's document: it is marked DELETED and no longer listed. Needs confirm=true: the first call returns a plan.

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.

update_document

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

eam

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.

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, PROSPECT, NEGOTIATION, ONBOARDING, ACTIVE, CHURNED, ARCHIVED) or a search term matched against name and email.

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.

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 clients assigned to them, plus email not yet linked to a client. Filter by client_id, priority (comma-separated: CRITICAL, HIGH, NORMAL, LOW) or category (comma-separated: INQUIRY, INSTRUCTION, COMPLAINT, UPDATE, SOCIAL, SPAM).

assign

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

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

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. A client already converted is returned as it is. Needs confirm=true: the first call returns a plan.

documents

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.

extract

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

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 sector outlook; suggested conversation topics; relationship health; and goal progress. Sections with nothing recorded come back empty. Also saves the client's relationship-health score for the day.

link

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.

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.

succession

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, MEDIUM under 70%, otherwise LOW.

upload

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.

Endpoints

URL	Transport	State	Latency	Checked
https://api.antevo.ch/mcp/mandates/mcp	streamable-http	answering	246 ms	11 min ago
https://api.antevo.ch/mcp/mandates/sse	sse	answering	241 ms	12 min ago

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Antevo Mandates — questions

Answers built from our own checks of this server.

What can Antevo Mandates do?

It exposes 24 tools, read directly from the server on our last check. Among them: assign_team_member, complete_review, convert_prospect, create_client_goal, create_eam_client, create_share_link and 18 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

What is Antevo Mandates mostly used for?

Its tools cluster around client, eam and document. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.

Is Antevo Mandates working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 91 of 182 checks got a reply (50.0%), average response time 237 ms. The bar chart above shows every period we have measured.

How do I connect Antevo Mandates?

Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Antevo Mandates need an API key?

No. Antevo Mandates completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 24 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Antevo Mandates?

It answers our handshake in 237 ms on average, which is faster than 60% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.

Is Antevo Mandates open source?

The code is open source: it is published under the MIT licence, 0 stars on GitHub and 1 open issue. The licence covers the code in the repository, not the hosted service at api.antevo.ch, which runs on its operator's own terms.