Mmcp.market

Antevo Mandates MCP server

by antevo.ch·ch.antevo/mandates·v1.0.0
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Your client book: who is due a review, what their mandate allows, and what has moved.

C60/100grade C
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Safety scan
C60/100

full report

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If you have run it, two minutes of your experience saves the next person an afternoon.

Antevo Mandates tools (24, 11 write)

write = sends, deletes, buys or posts
  • assign_team_memberFree

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

  • complete_reviewFree

    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_prospectFree

    Convert a prospect to active client status.

  • create_client_goalwrite actionFree

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

  • create_eam_clientwrite actionFree

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

  • create_share_linkwrite actionFree

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

  • delete_documentwrite actionFree

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

  • extract_document_dataFree

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

  • generate_meeting_briefFree

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

  • get_client_dossierFree

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

  • get_client_goalsFree

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

  • get_client_reviews_dueFree

    Get compliance reviews due for a client, or all clients if client_id omitted.

  • get_client_teamFree

    Get assigned team members for an EAM client.

  • get_document_detailFree

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

  • get_eam_clientsFree

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

  • get_email_detailwrite actionFree

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

  • get_email_messageswrite actionFree

    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_scanFree

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

  • link_email_to_clientwrite actionFree

    Link an email message to an EAM client record.

  • list_documentsFree

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

  • update_client_goalwrite actionFree

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

  • update_documentwrite actionFree

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

  • update_eam_clientwrite actionFree

    Update an EAM client record.

  • upload_documentwrite actionFree

    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.

Public scan report

scanner v0.1.5 · 2026-09-19 · same rubric, same numbers if you re-run it

1 high1 low
  • –Code scanremote-only server, no package to scann/a
  • Live reliabilityremote reachable in 1112ms20/20
  • Tool poisoning24 tool descriptions checked15/15
  • Auth qualityopen endpoint exposes 11 write-action tools with no auth3/15
  • Maintenanceno repository listed3/15
  • Maintainer identityverified namespace with website, no repo4/10

Findings (2)

  • highWrite-action tools reachable without authenticationauth.open-write
  • lowNo source repository listedmaint.no-repo
Overall 60/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

Install directly

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

Antevo Mandates: common questions

Is Antevo Mandates MCP server safe?
With care: it is graded C, so read the findings first (60/100). Read the Antevo Mandates safety report
How do I install Antevo Mandates?
It runs remotely at api.antevo.ch. Add it to Claude Code, Claude Desktop or Cursor 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 latest release is v1.0.0.
Is Antevo Mandates up?
100% of our last 6 checks got an answer. We check remote servers about four times a day.

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