Antevo Mandates MCP server

• assign_team_memberFree

  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_reviewFree

  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_prospectFree

  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.

• create_client_goalwrite actionFree

  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.

• create_eam_clientwrite actionFree

  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.

• create_share_linkwrite actionFree

  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.

• delete_documentwrite actionFree

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

• extract_document_dataFree

  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_meeting_briefFree

  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.

• get_client_dossierFree

  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_goalsFree

  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_dueFree

  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_teamFree

  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.

• get_document_detailFree

  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.

• get_eam_clientsFree

  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.

• get_email_detailwrite actionFree

  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_messageswrite actionFree

  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).

• get_succession_scanFree

  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.

• link_email_to_clientwrite actionFree

  Link an email message you can see in your firm's mailboxes to one of your firm's clients that you may change.

• list_documentsFree

  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.

• update_client_goalwrite actionFree

  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.

• update_documentwrite actionFree

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

• update_eam_clientwrite actionFree

  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.

• upload_documentwrite actionFree

  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.

• –Code scanremote-only server, no package to scann/a
• Live reliabilityremote reachable in 1665ms20/20
• Tool poisoning24 tool descriptions checked15/15
• Auth qualityopen endpoint exposes 11 write-action tools with no auth3/15
• Maintenancelast push 6 days ago15/15
• Maintainer identityendpoint served from the registry-verified namespace domain8/10

Safety score

81/100

higher than 62% of 48,243 servers

Tools

24

the typical server has 7

Tools that change things

46%

typical: 0%. Fewer write tools means less an agent can break

Uptime

100%

of our recent checks; the typical remote server answers 100%

Response time

902 ms

faster than 15% of 30,027 servers

Grade history

• 2026-11-03restoreC → Bscore 81: Write-action tools reachable without authentication

Antevo Mandates: common questions

Is Antevo Mandates MCP server safe?

Mostly: it is graded B (81/100). Read the Antevo Mandates safety report

How do I install Antevo Mandates?

It runs remotely at api.antevo.ch. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.

Does Antevo Mandates need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is Antevo Mandates maintained?

The last commit was 8 days ago (2026-10-28). The latest release is v1.0.3.

Is Antevo Mandates up?

100% of our last 28 checks got an answer. We check remote servers about four times a day.

What can I use instead of Antevo Mandates?

Servers from other publishers that do the same job: llmwiki MCP server.

How does Antevo Mandates compare with other MCP servers?

safety score 81/100 (higher than 62% of 48,243 servers); tools 24 (the typical server has 7); tools that change things 46% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.