Antevo Mandates is a remote MCP server that gives an AI agent 24 tools, among them assign_team_member, complete_review, convert_prospect. It answers at https://api.antevo.ch/mcp/mandates/mcp over streamable HTTP, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 4 of 4 times since 14 September 2026; the last check, on 18 October 2026, succeeded.
Your firm's client book: reviews due, meeting briefs, goals, documents and succession.
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
assign_team_member | Assign a team member to an EAM client. role: PRIMARY, SECONDARY, SUPPORT. Inputs: client_id, member_id, firm_id, role |
complete_review | 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 to Inputs: client_id, firm_id, notes, next_review_months |
convert_prospect | Convert a prospect to active client status. Inputs: client_id, firm_id, confirm |
create_client_goal | Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LIFESTYLE, CHARITABLE, LEGACY, LIQUIDITY, CUSTOM. Inputs: client_id, goal_type, goal_name, target_amount, target_currency, target_date |
create_eam_client | Create a new EAM client/prospect. client_type: INDIVIDUAL, COMPANY, TRUST. pipeline_stage: LEAD, PROSPECT, QUALIFIED, PROPOSAL, NEGOTIATION. Inputs: display_name, firm_id, client_type, email, phone, pipeline_stage |
create_share_link | Create a shareable link for a document. Link is valid for expires_in_hours (max 720 = 30 days). Inputs: household_id, doc_id, expires_in_hours |
delete_document | Soft-delete a document (sets status to DELETED). Inputs: household_id, doc_id, confirm |
extract_document_data | Trigger OCR / data extraction from a document. Returns extraction status. Inputs: household_id, doc_id |
generate_meeting_brief | Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits. Inputs: client_id, firm_id |
get_client_dossier | Get full client dossier — profile, entities, AUM, review status, team assignments. Inputs: client_id, firm_id |
get_client_goals | Get financial goals for a client — retirement, education, property, etc. with progress. Inputs: client_id |
get_client_reviews_due | Get compliance reviews due for a client, or all clients if client_id omitted. Inputs: firm_id, client_id |
get_client_team | Get assigned team members for an EAM client. Inputs: client_id, firm_id |
get_document_detail | Get document metadata, ACLs, and share links for a specific document. Inputs: household_id, doc_id |
get_eam_clients | List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term. Inputs: firm_id, status, pipeline_stage, search |
get_email_detail | Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action. Inputs: message_id, firm_id |
get_email_messages | List email messages for an EAM firm with AI analysis. Filter by client_id, priority (CRITICAL,HIGH,MEDIUM,LOW), category (INQUIRY,INSTRUCTION,UPDATE). Inputs: firm_id, client_id, priority, category, page |
get_succession_scan | Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM). Inputs: firm_id |
link_email_to_client | Link an email message to an EAM client record. Inputs: message_id, client_id, firm_id |
list_documents | List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.). Inputs: household_id, category |
update_client_goal | Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED. Inputs: goal_id, current_amount, status, target_amount, target_date, notes |
update_document | Update document metadata — description, category, or tags (comma-separated). Inputs: household_id, doc_id, description, category, tags |
update_eam_client | Update an EAM client record. Inputs: client_id, firm_id, display_name, email, phone, pipeline_stage |
upload_document | 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 Inputs: household_id, file_name, domain, category, description, base64_content |
Every block below points at https://api.antevo.ch/mcp/mandates/mcp. Pick your client and copy.
claude mcp add --transport http antevo-mandates https://api.antevo.ch/mcp/mandates/mcp
{
"mcpServers": {
"antevo-mandates": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://api.antevo.ch/mcp/mandates/mcp"]
}
}
}{
"mcpServers": {
"antevo-mandates": {
"url": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}{
"servers": {
"antevo-mandates": {
"type": "http",
"url": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}{
"context_servers": {
"antevo-mandates": {
"url": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}{
"mcpServers": {
"antevo-mandates": {
"serverUrl": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}{
"mcpServers": {
"antevo-mandates": {
"url": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}name: Antevo Mandates
version: 0.0.1
schema: v1
mcpServers:
- name: Antevo Mandates
type: streamable-http
url: https://api.antevo.ch/mcp/mandates/mcp{
"mcpServers": {
"antevo-mandates": {
"httpUrl": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}{
"mcpServers": {
"antevo-mandates": {
"type": "http",
"url": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}{
"mcpServers": {
"antevo-mandates": {
"url": "https://api.antevo.ch/mcp/mandates/mcp"
}
}
}goose://extension?url=https%3A%2F%2Fapi.antevo.ch%2Fmcp%2Fmandates%2Fmcp&type=streamable_http&id=antevo-mandates&name=Antevo%20Mandates
It answered our last check on 18 October 2026 in 76 ms. Over 4 checks since 14 September 2026 it answered 4. Status here comes from Neuronto's own probes, not from the publisher.
Yes. It is published by antevo.ch and served from api.antevo.ch, the vendor's own domain: https://api.antevo.ch/mcp/mandates/mcp.
24, as returned by the server's own tools/list on 24 September 2026: assign_team_member, complete_review, convert_prospect, create_client_goal, create_eam_client, create_share_link, delete_document, extract_document_data, and 16 more.
It answered our last check on 18 October 2026 in 76 ms. Over 4 checks since 14 September 2026 it answered 4.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://api.antevo.ch/mcp/mandates/mcp. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: ch.antevo. Endpoint host: api.antevo.ch. ARD identifier: urn:air:ch.antevo:mcp:mandates.
First indexed 14 September 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.