Antevo Mandates MCP Server

by antevo Your server? Claim it

answering

Antevo Mandates is answering right now. Last checked 1 min ago. It exposes 24 tools.

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

Uptime history 4 days of history · worst day 50%

4 days agonow

50.0%

Uptime 24h

92 of 184 checks

Tools

read from the server

225 ms

Response time

average over 24h

open, no key

Access

streamable-http

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 1 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

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "mandates": {
      "url": "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

{
  "mcpServers": {
    "mandates": {
      "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

Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LIFESTYLE, CHARITABLE, LEGACY, LIQUIDITY, CUSTOM.

get_client_dossier

Get full client dossier — profile, entities, AUM, review status, team assignments.

get_client_goals

Get financial goals for a client — retirement, education, property, etc. with progress.

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.

update_client_goal

Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.

document

delete_document

Soft-delete a document (sets status to DELETED).

get_document_detail

Get document metadata, ACLs, and share links for a specific document.

update_document

Update document metadata — description, category, or tags (comma-separated).

eam

create_eam_client

Create a new EAM client/prospect. client_type: INDIVIDUAL, COMPANY, TRUST. pipeline_stage: LEAD, PROSPECT, QUALIFIED, PROPOSAL, NEGOTIATION.

get_eam_clients

List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.

update_eam_client

Update an EAM client record.

get_email_detail

Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.

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).

assign

assign_team_member

Assign a team member to an EAM client. role: PRIMARY, SECONDARY, SUPPORT.

complete

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 eam_client_review, a table that exists in no schema, so it errored on every call and the id never had a referent. Review state is a pair of columns on the client row.

convert

convert_prospect

Convert a prospect to active client status.

documents

list_documents

List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).

extract

extract_document_data

Trigger OCR / data extraction from a document. Returns extraction status.

generate

generate_meeting_brief

Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.

link

link_email_to_client

Link an email message to an EAM client record.

create_share_link

Create a shareable link for a document. Link is valid for expires_in_hours (max 720 = 30 days).

succession

get_succession_scan

Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).

upload

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.

Endpoints

URL	Transport	State	Latency	Checked
https://api.antevo.ch/mcp/mandates/mcp	streamable-http	answering	263 ms	1 min ago
https://api.antevo.ch/mcp/mandates/sse	sse	answering	223 ms	1 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 92 of 184 checks got a reply (50.0%), average response time 225 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 with the file path 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 225 ms on average, which is faster than 62% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.