{"name":"ch.antevo/mandates","slug":"antevo-mandates","title":"Antevo Mandates","description":"Your client book: who is due a review, what their mandate allows, and what has moved.","url":"https://mcp.market/server/antevo-mandates","rating":null,"grade":"C","score":60,"certified":false,"status":"active","category":"other","tags":[],"presence":{"score":8,"stars":null,"forks":null,"downloads_week":null,"last_push_at":null,"license":null},"uptime":{"percent":100,"checks":6,"ok":6,"last_checked_at":"2026-09-20T19:51:05.747Z","last_ok_at":"2026-09-20T19:51:05.747Z","latency_ms":914},"claimed":false,"transport":"remote","callable_via_gateway":true,"default_price_micros":0,"repository":null,"website":"https://antevo.ch/mandate","version":"1.0.0","remotes":[{"type":"streamable-http","url":"https://api.antevo.ch/mcp/mandates/mcp"},{"type":"sse","url":"https://api.antevo.ch/mcp/mandates/sse"}],"packages":[],"tools":[{"name":"assign_team_member","description":"Assign a team member to an EAM client. role: PRIMARY, SECONDARY, SUPPORT.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"member_id":{"title":"Member Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"role":{"default":"SECONDARY","title":"Role","type":"string"}},"required":["client_id","member_id"],"title":"assign_team_memberArguments"}},{"name":"complete_review","description":"Record that this client's review is done, and schedule the next one.\n\n    Stamps last_reviewed_at and moves next_review_date forward by\n    next_review_months (default 12). Any notes are filed as an OBSERVATION\n    note against the client.\n\n    NOTE: this tool used to take a `review_id`. It queried eam_client_review,\n    a table that exists in no schema, so it errored on every call and the id\n    never had a referent. Review state is a pair of columns on the client row.\n    ","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"notes":{"default":null,"title":"Notes","type":"string"},"next_review_months":{"default":12,"title":"Next Review Months","type":"integer"}},"required":["client_id"],"title":"complete_reviewArguments"}},{"name":"convert_prospect","description":"Convert a prospect to active client status.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"confirm":{"default":false,"title":"Confirm","type":"boolean"}},"required":["client_id"],"title":"convert_prospectArguments"}},{"name":"create_client_goal","description":"Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LIFESTYLE, CHARITABLE, LEGACY, LIQUIDITY, CUSTOM.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"goal_type":{"title":"Goal Type","type":"string"},"goal_name":{"title":"Goal Name","type":"string"},"target_amount":{"default":null,"title":"Target Amount","type":"number"},"target_currency":{"default":"CHF","title":"Target Currency","type":"string"},"target_date":{"default":null,"title":"Target Date","type":"string"},"description":{"default":null,"title":"Description","type":"string"},"priority":{"default":1,"title":"Priority","type":"integer"}},"required":["client_id","goal_type","goal_name"],"title":"create_client_goalArguments"}},{"name":"create_eam_client","description":"Create a new EAM client/prospect. client_type: INDIVIDUAL, COMPANY, TRUST. pipeline_stage: LEAD, PROSPECT, QUALIFIED, PROPOSAL, NEGOTIATION.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"display_name":{"title":"Display Name","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"client_type":{"default":"INDIVIDUAL","title":"Client Type","type":"string"},"email":{"default":null,"title":"Email","type":"string"},"phone":{"default":null,"title":"Phone","type":"string"},"pipeline_stage":{"default":"LEAD","title":"Pipeline Stage","type":"string"},"notes":{"default":null,"title":"Notes","type":"string"},"confirm":{"default":false,"title":"Confirm","type":"boolean"}},"required":["display_name"],"title":"create_eam_clientArguments"}},{"name":"create_share_link","description":"Create a shareable link for a document. Link is valid for expires_in_hours (max 720 = 30 days).","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"title":"Household Id","type":"string"},"doc_id":{"title":"Doc Id","type":"string"},"expires_in_hours":{"default":24,"title":"Expires In Hours","type":"integer"}},"required":["household_id","doc_id"],"title":"create_share_linkArguments"}},{"name":"delete_document","description":"Soft-delete a document (sets status to DELETED).","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"title":"Household Id","type":"string"},"doc_id":{"title":"Doc Id","type":"string"},"confirm":{"default":false,"title":"Confirm","type":"boolean"}},"required":["household_id","doc_id"],"title":"delete_documentArguments"}},{"name":"extract_document_data","description":"Trigger OCR / data extraction from a document. Returns extraction status.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"title":"Household Id","type":"string"},"doc_id":{"title":"Doc Id","type":"string"}},"required":["household_id","doc_id"],"title":"extract_document_dataArguments"}},{"name":"generate_meeting_brief","description":"Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["client_id"],"title":"generate_meeting_briefArguments"}},{"name":"get_client_dossier","description":"Get full client dossier — profile, entities, AUM, review status, team assignments.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["client_id"],"title":"get_client_dossierArguments"}},{"name":"get_client_goals","description":"Get financial goals for a client — retirement, education, property, etc. with progress.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"}},"required":["client_id"],"title":"get_client_goalsArguments"}},{"name":"get_client_reviews_due","description":"Get compliance reviews due for a client, or all clients if client_id omitted.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"firm_id":{"default":"","title":"Firm Id","type":"string"},"client_id":{"default":null,"title":"Client Id","type":"string"}},"title":"get_client_reviews_dueArguments"}},{"name":"get_client_team","description":"Get assigned team members for an EAM client.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["client_id"],"title":"get_client_teamArguments"}},{"name":"get_document_detail","description":"Get document metadata, ACLs, and share links for a specific document.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"title":"Household Id","type":"string"},"doc_id":{"title":"Doc Id","type":"string"}},"required":["household_id","doc_id"],"title":"get_document_detailArguments"}},{"name":"get_eam_clients","description":"List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"firm_id":{"default":"","title":"Firm Id","type":"string"},"status":{"default":null,"title":"Status","type":"string"},"pipeline_stage":{"default":null,"title":"Pipeline Stage","type":"string"},"search":{"default":null,"title":"Search","type":"string"}},"title":"get_eam_clientsArguments"}},{"name":"get_email_detail","description":"Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"message_id":{"title":"Message Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["message_id"],"title":"get_email_detailArguments"}},{"name":"get_email_messages","description":"List email messages for an EAM firm with AI analysis. Filter by client_id, priority (CRITICAL,HIGH,MEDIUM,LOW), category (INQUIRY,INSTRUCTION,UPDATE).","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"firm_id":{"default":"","title":"Firm Id","type":"string"},"client_id":{"default":null,"title":"Client Id","type":"string"},"priority":{"default":null,"title":"Priority","type":"string"},"category":{"default":null,"title":"Category","type":"string"},"page":{"default":1,"title":"Page","type":"integer"}},"title":"get_email_messagesArguments"}},{"name":"get_succession_scan","description":"Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"firm_id":{"default":"","title":"Firm Id","type":"string"}},"title":"get_succession_scanArguments"}},{"name":"link_email_to_client","description":"Link an email message to an EAM client record.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"message_id":{"title":"Message Id","type":"string"},"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["message_id","client_id"],"title":"link_email_to_clientArguments"}},{"name":"list_documents","description":"List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"default":"","title":"Household Id","type":"string"},"category":{"default":null,"title":"Category","type":"string"}},"title":"list_documentsArguments"}},{"name":"update_client_goal","description":"Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"goal_id":{"title":"Goal Id","type":"string"},"current_amount":{"default":null,"title":"Current Amount","type":"number"},"status":{"default":null,"title":"Status","type":"string"},"target_amount":{"default":null,"title":"Target Amount","type":"number"},"target_date":{"default":null,"title":"Target Date","type":"string"},"notes":{"default":null,"title":"Notes","type":"string"}},"required":["goal_id"],"title":"update_client_goalArguments"}},{"name":"update_document","description":"Update document metadata — description, category, or tags (comma-separated).","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"title":"Household Id","type":"string"},"doc_id":{"title":"Doc Id","type":"string"},"description":{"default":null,"title":"Description","type":"string"},"category":{"default":null,"title":"Category","type":"string"},"tags":{"default":null,"title":"Tags","type":"string"}},"required":["household_id","doc_id"],"title":"update_documentArguments"}},{"name":"update_eam_client","description":"Update an EAM client record.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"client_id":{"title":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"display_name":{"default":null,"title":"Display Name","type":"string"},"email":{"default":null,"title":"Email","type":"string"},"phone":{"default":null,"title":"Phone","type":"string"},"pipeline_stage":{"default":null,"title":"Pipeline Stage","type":"string"},"notes":{"default":null,"title":"Notes","type":"string"}},"required":["client_id"],"title":"update_eam_clientArguments"}},{"name":"upload_document","description":"Initialize a document record. domain: WEALTH, TAX, LEGAL, COMPLIANCE, PERSONAL.\n    category: STATEMENT, TAX_RETURN, WILL, TRUST_DEED, INSURANCE, CONTRACT, ID, OTHER.\n    If base64_content is provided, the document blob is stored. Otherwise returns a doc_id for separate upload.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"title":"Household Id","type":"string"},"file_name":{"title":"File Name","type":"string"},"domain":{"title":"Domain","type":"string"},"category":{"title":"Category","type":"string"},"description":{"default":null,"title":"Description","type":"string"},"base64_content":{"default":null,"title":"Base64 Content","type":"string"},"confirm":{"default":false,"title":"Confirm","type":"boolean"}},"required":["household_id","file_name","domain","category"],"title":"upload_documentArguments"}}],"scan":{"score":60,"grade":"C","scanned_at":"2026-09-19T19:10:34.370Z","report":{"scannerVersion":"0.1.5","scannedAt":"2026-09-19T19:10:34.384Z","components":{"code":{"score":-1,"max":25,"notes":["remote-only server, no package to scan"]},"reliability":{"score":20,"max":20,"notes":["remote reachable in 1112ms"]},"poisoning":{"score":15,"max":15,"notes":["24 tool descriptions checked"]},"auth":{"score":3,"max":15,"notes":["open endpoint exposes 11 write-action tools with no auth"]},"maintenance":{"score":3,"max":15,"notes":["no repository listed"]},"identity":{"score":4,"max":10,"notes":["verified namespace with website, no repo"]}},"findings":[{"id":"auth.open-write","severity":"high","component":"auth","title":"Write-action tools reachable without authentication"},{"id":"maint.no-repo","severity":"low","component":"maintenance","title":"No source repository listed"}],"inputs":{"probes":[{"url":"https://api.antevo.ch/mcp/mandates/mcp","reachable":true,"authRequired":false,"latencyMs":1112,"serverInfo":{"name":"Antevo EAM","version":"1.12.4"}},{"url":"https://api.antevo.ch/mcp/mandates/sse","reachable":false,"authRequired":false,"latencyMs":206,"error":"SSE error: Non-200 status code (401)"}],"packages":[],"repo":{"found":false},"icon":{"url":"https://antevo.ch/assets/antevo-symbol-512.png","source":"registry","width":512,"height":512},"presence":{"stars":null,"forks":null,"downloadsWeek":null,"license":null,"lastPushAt":null,"score":8}}}},"grade_history":[],"reviews":[]}