Antevo Mandates

Your client book: who is due a review, what their mandate allows, and what has moved.

CommunityDegradedNo sign-inGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    Your client book: who is due a review, what their mandate allows, and what has moved.

    How to connect

    How to connect Antevo Mandates to Claude

    The server address to paste into Claude settings:

    https://api.antevo.ch/mcp/mandates/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect Antevo Mandates to ChatGPT

    The server address to paste into ChatGPT settings:

    https://api.antevo.ch/mcp/mandates/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect Antevo Mandates to Cursor

    The server address to paste into Cursor settings:

    https://api.antevo.ch/mcp/mandates/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (24)

    Raw names from tools/list. Only developers need these.

    get_succession_scanFirm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).
    generate_meeting_briefGenerate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.
    list_documentsList documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).
    get_document_detailGet document metadata, ACLs, and share links for a specific document.
    get_eam_clientsList EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.
    get_client_dossierGet full client dossier — profile, entities, AUM, review status, team assignments.
    get_client_reviews_dueGet compliance reviews due for a client, or all clients if client_id omitted.
    get_client_teamGet assigned team members for an EAM client.
    create_eam_clientCreate a new EAM client/prospect. client_type: INDIVIDUAL, COMPANY, TRUST. pipeline_stage: LEAD, PROSPECT, QUALIFIED, PROPOSAL, NEGOTIATION.
    update_eam_clientUpdate an EAM client record.
    convert_prospectConvert a prospect to active client status.
    complete_reviewRecord 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.
    assign_team_memberAssign a team member to an EAM client. role: PRIMARY, SECONDARY, SUPPORT.
    get_client_goalsGet financial goals for a client — retirement, education, property, etc. with progress.
    create_client_goalCreate a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LIFESTYLE, CHARITABLE, LEGACY, LIQUIDITY, CUSTOM.
    update_client_goalUpdate goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.
    delete_documentSoft-delete a document (sets status to DELETED).
    create_share_linkCreate a shareable link for a document. Link is valid for expires_in_hours (max 720 = 30 days).
    upload_documentInitialize 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.
    update_documentUpdate document metadata — description, category, or tags (comma-separated).
    extract_document_dataTrigger OCR / data extraction from a document. Returns extraction status.
    get_email_messagesList email messages for an EAM firm with AI analysis. Filter by client_id, priority (CRITICAL,HIGH,MEDIUM,LOW), category (INQUIRY,INSTRUCTION,UPDATE).
    get_email_detailGet full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.
    link_email_to_clientLink an email message to an EAM client record.