{"name":"ch.antevo/mandates","slug":"antevo-mandates","title":"Antevo Mandates","description":"Your firm's client book: reviews due, meeting briefs, goals, documents and succession.","url":"https://mcp.market/server/antevo-mandates","rating":null,"grade":"B","score":81,"certified":false,"status":"active","category":"other","tags":[],"presence":{"score":23,"stars":0,"forks":0,"downloads_week":null,"last_push_at":"2026-10-28T06:54:53.000Z","license":"MIT"},"uptime":{"percent":100,"checks":28,"ok":28,"last_checked_at":"2026-11-05T14:40:28.955Z","last_ok_at":"2026-11-05T14:40:28.955Z","latency_ms":902},"claimed":false,"transport":"remote","callable_via_gateway":true,"default_price_micros":0,"repository":"https://github.com/ANTEVO-CH/antevo-mcp","website":"https://antevo.ch/mandate","version":"1.0.3","remotes":[{"type":"streamable-http","url":"https://api.antevo.ch/mcp/mandates/mcp"}],"packages":[],"tools":[{"name":"assign_team_member","description":"Assign a firm member to a client as PRIMARY, ADVISOR or SUPPORT; a member already assigned\n    gets the new role. Assigning PRIMARY replaces the client's current primary. Needs the OWNER or\n    ADMIN role in the firm.","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":"ADVISOR","title":"Role","type":"string"}},"required":["client_id","member_id"],"title":"assign_team_memberArguments"}},{"name":"complete_review","description":"Record that a client's review is done: sets the last review to now and the next review\n    date to next_review_months from today (default 12, 1 to 120). Notes, if given, are saved as an\n    internal note on the 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"},"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 into an active client: creates the client's household and its primary\n    entity and sets the client ACTIVE, as Convert does in the Antevo app. entity_type: PERSON,\n    COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the\n    client's name. A client already converted is returned as it is. Needs confirm=true: the first\n    call returns a plan.","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"},"household_name":{"default":null,"title":"Household Name","type":"string"},"entity_type":{"default":null,"title":"Entity Type","type":"string"},"confirm":{"default":false,"title":"Confirm","type":"boolean"}},"required":["client_id"],"title":"convert_prospectArguments"}},{"name":"create_client_goal","description":"Add a financial goal for a client; it starts ON_TRACK. goal_type: RETIREMENT, EDUCATION,\n    PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM. target_date is YYYY-MM-DD;\n    priority 1 is the highest.","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"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["client_id","goal_type","goal_name"],"title":"create_client_goalArguments"}},{"name":"create_eam_client","description":"Add a client or prospect to your firm's book, assigned to you. client_type: INDIVIDUAL,\n    FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING. Needs confirm=true:\n    the first call returns a plan.","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 public download link to a household's document: anyone holding the link can\n    download the file until it expires after expires_in_hours (default 24, at most 720 = 30 days).\n    Returns the link's token and expiry. Needs confirm=true: the first call returns a plan.","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"},"confirm":{"default":false,"title":"Confirm","type":"boolean"}},"required":["household_id","doc_id"],"title":"create_share_linkArguments"}},{"name":"delete_document","description":"Delete a household's document: it is marked DELETED and no longer listed. Needs\n    confirm=true: the first call returns a plan.","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":"Extracting data from a document is not available over this connector yet. Returns how to\n    start an extraction instead: from the document in the Antevo app, or the REST call that reads\n    portfolio positions from it into a portfolio for review. Nothing is queued or changed.","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":"Build a meeting brief for one client, the same brief as Meeting Brief in the Antevo app:\n    recent meetings, calls and emails; decisions of the last 90 days; open commitments; portfolio\n    snapshot and performance since the last meeting; compliance notes; contact preferences; macro\n    and sector outlook; suggested conversation topics; relationship health; and goal progress.\n    Sections with nothing recorded come back empty. Also saves the client's relationship-health\n    score for the day.","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 a client's record as stored: profile, contact details, client type, pipeline stage,\n    status, risk profile and tier, compliance status, review dates, notes, tags, estimated AUM and,\n    once converted, the client's household_id. The assigned team is in get_client_team.","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 a client's financial goals (retirement, education, property and so on), cancelled goals\n    excluded, by priority: target amount, currency and date, current amount, status and priority.","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_goalsArguments"}},{"name":"get_client_reviews_due","description":"List active clients that have a next review date, soonest first (up to 50), with the last\n    review time, risk tier and days until due (negative when overdue). Pass client_id for one\n    client.","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":"List the firm members assigned to a client: member id, assignment role (PRIMARY, ADVISOR,\n    SUPPORT), whether primary, when assigned, and the member's firm role and status. Names are not\n    included.","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 one document's metadata — title, file name, domain, category, status, type, size, sealed,\n    linked entity, account and portfolio — and how many unexpired, unrevoked share links it has.","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 the clients and prospects in your firm's book (up to 100, by name): type, pipeline\n    stage, status, contact details, segment, tags and risk profile. Members without the whole-book\n    role see only the clients assigned to them. Filter by status (ACTIVE, ARCHIVED), pipeline_stage\n    (LEAD, PROSPECT, NEGOTIATION, ONBOARDING, ACTIVE, CHURNED, ARCHIVED) or a search term matched\n    against name and email.","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 one email you can see in your firm's synced mailboxes, with its full text and AI\n    analysis — category, priority, sentiment, summary, topics, compliance flags and suggested\n    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 synced from your firm's connected mailboxes, newest first, 25 per page:\n    sender, subject, preview, received time, linked client, read flag and the AI classification\n    (category, priority, sentiment, summary). Members without the whole-book role see only email\n    linked to clients assigned to them, plus email not yet linked to a client. Filter by client_id,\n    priority (comma-separated: CRITICAL, HIGH, NORMAL, LOW) or category (comma-separated: INQUIRY,\n    INSTRUCTION, COMPLAINT, UPDATE, SOCIAL, SPAM).","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":"Scan the book's active clients (up to 50, least-confirmed first) for incomplete succession\n    planning: for each client, the succession checklist items confirmed out of those recorded for\n    their household, and an urgency — NOT_STARTED when nothing is recorded, HIGH under 30% confirmed,\n    MEDIUM under 70%, otherwise LOW.","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 you can see in your firm's mailboxes to one of your firm's clients\n    that you may change.","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 a household's active documents, newest first (up to 50): title, file name, domain,\n    category, status, type, size and whether it is sealed. Optionally filter by category, using a\n    category exactly as this tool returns it.","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 a client goal's current amount, status, target amount, target date (YYYY-MM-DD) or\n    notes. 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"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["goal_id"],"title":"update_client_goalArguments"}},{"name":"update_document","description":"Change a household document's title or category (the category as list_documents returns\n    it).","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"},"title":{"default":null,"title":"Title","type":"string"},"category":{"default":null,"title":"Category","type":"string"}},"required":["household_id","doc_id"],"title":"update_documentArguments"}},{"name":"update_eam_client","description":"Update a client's name, email, phone, notes or pipeline stage. A client becomes ACTIVE only\n    through convert_prospect, and a converted (ACTIVE or CHURNED) client cannot be moved back to an\n    earlier stage.","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":"Adding a document is not available over this connector yet. Returns the ways to add one —\n    the Antevo app's Vault, or the REST upload flow. Nothing is stored and no record is created;\n    the other arguments are accepted but not used.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"household_id":{"default":"","title":"Household Id","type":"string"},"file_name":{"default":"","title":"File Name","type":"string"},"domain":{"default":"","title":"Domain","type":"string"},"category":{"default":"","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"}},"title":"upload_documentArguments"}}],"scan":{"score":81,"grade":"B","scanned_at":"2026-11-03T07:00:29.245Z","report":{"scannerVersion":"0.1.10","scannedAt":"2026-11-03T07:00:29.104Z","components":{"code":{"score":-1,"max":25,"notes":["remote-only server, no package to scan"]},"reliability":{"score":20,"max":20,"notes":["remote reachable in 1665ms"]},"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":15,"max":15,"notes":["last push 6 days ago"]},"identity":{"score":8,"max":10,"notes":["endpoint served from the registry-verified namespace domain"]}},"findings":[{"id":"auth.open-write","severity":"high","component":"auth","title":"Write-action tools reachable without authentication"}],"inputs":{"probes":[{"url":"https://api.antevo.ch/mcp/mandates/mcp","reachable":true,"authRequired":false,"latencyMs":1665,"serverInfo":{"name":"Antevo Mandates","version":"1.12.4"}}],"packages":[],"repo":{"found":true,"owner":"ANTEVO-CH","repo":"antevo-mcp","archived":false,"pushedAt":"2026-10-28T06:54:53Z","stars":0,"forks":0,"openIssues":1,"ownerType":"Organization","ownerAvatarUrl":"https://avatars.githubusercontent.com/u/256649971?v=4","ownerCreatedAt":"2026-01-22T20:32:51Z","license":"MIT"},"icon":{"url":"https://antevo.ch/assets/antevo-symbol-512.png","source":"registry","width":512,"height":512},"presence":{"stars":0,"forks":0,"downloadsWeek":null,"license":"MIT","lastPushAt":"2026-10-28T06:54:53.000Z","score":23}}}},"grade_history":[{"kind":"restore","fromGrade":"C","toGrade":"B","reason":"score 81: Write-action tools reachable without authentication","createdAt":"2026-11-03T07:00:33.409Z"}],"reviews":[]}