Antevo Mandates

by antevo.ch · remote · no sign-in to list tools · v1.0.2 · published by ch.antevo

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

Deletes · 1Changes · 13

Compare Registry entry

24 tools: 1 can delete or cancel things, 13 change things and 10 only read.

Scanned Oct 21, 2026

Deletes or cancels1Claude Code: deny: see these tools
Can't be undone0Claude Code: ask
Changes things13Claude Code: ask: see these tools
Only reads10Claude Code: allow: see these tools

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

24 tools

Deletes or cancels 1Removes, cancels or revokes something.Claude Code: deny

delete_documentSoft-delete a document (sets status to DELETED).No findings
Why it is in this group
- The name "delete_document" says "delete": a word for removing or ending something.
Description, as the server wrote it
Soft-delete a document (sets status to DELETED).

Changes things 13Creates or changes something that can be changed back.Claude Code: ask

assign_team_memberAssign a team member to an EAM client.No findings
Why it is in this group
- The name "assign_team_member" says "assign": a word for a change.
Description, as the server wrote it
Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.
complete_reviewRecord that this client's review is done, and schedule the next one.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
Description, as the server wrote it
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_prospectConvert a prospect to an active client: creates the client's household and its primary entity, as the web's Convert does.No findings
Why it is in this group
- The name "convert_prospect" says "convert": a word for a change.
Description, as the server wrote it
Convert a prospect to an active client: creates the client's household and its primary entity, as the web's Convert does. entity_type: PERSON, COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the client's name.
create_client_goalCreate a financial goal.No findings
Why it is in this group
- The name "create_client_goal" says "create": a word for a change.
Description, as the server wrote it
Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM.
create_eam_clientCreate a new EAM client/prospect.No findings
Why it is in this group
- The name "create_eam_client" says "create": a word for a change.
Description, as the server wrote it
Create a new EAM client/prospect. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING.
create_share_linkCreate a public link to a document that anyone holding it can download, valid for expires_in_hours (max 720 = 30 days).No findings
Why it is in this group
- The name "create_share_link" says "create": a word for a change.
Description, as the server wrote it
Create a public link to a document that anyone holding it can download, valid for expires_in_hours (max 720 = 30 days). Confirm-gated.
extract_document_dataTrigger OCR / data extraction from a document.No findings
Why it is in this group
- The description's first verb is "trigger": a word for a change.
Description, as the server wrote it
Trigger OCR / data extraction from a document. Returns extraction status.
generate_meeting_briefGenerate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation.No findings
Why it is in this group
- The name "generate_meeting_brief" says "generate": a word for a change.
Description, as the server wrote it
Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.
link_email_to_clientLink an email message to an EAM client record.No findings
Why it is in this group
- The name "link_email_to_client" says "link": a word for a change.
Description, as the server wrote it
Link an email message to an EAM client record.
update_client_goalUpdate goal progress.No findings
Why it is in this group
- The name "update_client_goal" says "update": a word for a change.
Description, as the server wrote it
Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.
update_documentUpdate document metadata — description, category, or tags (comma-separated).No findings
Why it is in this group
- The name "update_document" says "update": a word for a change.
Description, as the server wrote it
Update document metadata — description, category, or tags (comma-separated).
update_eam_clientUpdate an EAM client record.No findings
Why it is in this group
- The name "update_eam_client" says "update": a word for a change.
Description, as the server wrote it
Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.
upload_documentInitialize a document record.No findings
Why it is in this group
- The name "upload_document" says "upload": a word for a change.
Description, as the server wrote it
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.

Only reads 10Looks things up and changes nothing.Claude Code: allow

get_client_dossierGet full client dossier — profile, entities, AUM, review status, team assignments.No findings
Why it is in this group
- The name "get_client_dossier" says "get": a word for reading.
Description, as the server wrote it
Get full client dossier — profile, entities, AUM, review status, team assignments.
get_client_goalsGet financial goals for a client — retirement, education, property, etc.No findings
Why it is in this group
- The name "get_client_goals" says "get": a word for reading.
Description, as the server wrote it
Get financial goals for a client — retirement, education, property, etc. with progress.
get_client_reviews_dueGet compliance reviews due for a client, or all clients if client_id omitted.No findings
Why it is in this group
- The name "get_client_reviews_due" says "get": a word for reading.
Description, as the server wrote it
Get compliance reviews due for a client, or all clients if client_id omitted.
get_client_teamGet assigned team members for an EAM client.No findings
Why it is in this group
- The name "get_client_team" says "get": a word for reading.
Description, as the server wrote it
Get assigned team members for an EAM client.
get_document_detailGet document metadata, ACLs, and share links for a specific document.No findings
Why it is in this group
- The name "get_document_detail" says "get": a word for reading.
Description, as the server wrote it
Get document metadata, ACLs, and share links for a specific document.
get_eam_clientsList EAM clients for a firm.No findings
Why it is in this group
- The name "get_eam_clients" says "get": a word for reading.
Description, as the server wrote it
List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.
get_email_detailGet full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.No findings
Why it is in this group
- The name "get_email_detail" says "get": a word for reading.
Description, as the server wrote it
Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.
get_email_messagesList email messages for an EAM firm with AI analysis.No findings
Why it is in this group
- The name "get_email_messages" says "get": a word for reading.
Description, as the server wrote it
List email messages for an EAM firm with AI analysis. Filter by client_id, priority (CRITICAL,HIGH,MEDIUM,LOW), category (INQUIRY,INSTRUCTION,UPDATE).
get_succession_scanFirm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).No findings
Why it is in this group
- The name "get_succession_scan" says "get": a word for reading.
Description, as the server wrote it
Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).
list_documentsList documents for a household.No findings
Why it is in this group
- The name "list_documents" says "list": a word for reading.
Description, as the server wrote it
List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.2. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json

{
  "permissions": {
    "allow": [
      "mcp__mandates__get_succession_scan",
      "mcp__mandates__list_documents",
      "mcp__mandates__get_document_detail",
      "mcp__mandates__get_eam_clients",
      "mcp__mandates__get_client_dossier",
      "mcp__mandates__get_client_reviews_due",
      "mcp__mandates__get_client_team",
      "mcp__mandates__get_client_goals",
      "mcp__mandates__get_email_messages",
      "mcp__mandates__get_email_detail"
    ],
    "ask": [
      "mcp__mandates__generate_meeting_brief",
      "mcp__mandates__create_eam_client",
      "mcp__mandates__update_eam_client",
      "mcp__mandates__convert_prospect",
      "mcp__mandates__complete_review",
      "mcp__mandates__assign_team_member",
      "mcp__mandates__create_client_goal",
      "mcp__mandates__update_client_goal",
      "mcp__mandates__create_share_link",
      "mcp__mandates__upload_document",
      "mcp__mandates__update_document",
      "mcp__mandates__extract_document_data",
      "mcp__mandates__link_email_to_client"
    ],
    "deny": [
      "mcp__mandates__delete_document"
    ]
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as mandates. Review it before you use it.

Keep track

Get told when this server's tools change: a new tool, a new description, a new class.

https://anlyon.dev/servers/ch.antevo/mandates/changes.xml

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Source: MCP Registry · repository. Synced Oct 21, 2026, 17:46 UTC.

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