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Antevo Mandates

ch.antevo/mandates
Business & Betrieb Finanzen & Investieren Öffentlich und erreichbar MCP 2025-11-25

Was dieses MCP kann

Manages wealth-management client records, goals, reviews, assignments, documents, emails, compliance workflows, succession scans, and meeting briefs.

Funktionen

Tools

24 Tools
assign_team_member
Assign a team member to an EAM client. role: PRIMARY, SECONDARY, SUPPORT.
Eingabeschema 
{'type': 'object', 'title': 'assign_team_memberArguments', 'required': ['client_id', 'member_id'], 'properties': {'role': {'type': 'string', 'title': 'Role', 'default': 'SECONDARY'}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}, 'member_id': {'type': 'string', 'title': 'Member Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'assign_team_memberOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
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 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.
Eingabeschema 
{'type': 'object', 'title': 'complete_reviewArguments', 'required': ['client_id'], 'properties': {'notes': {'type': 'string', 'title': 'Notes', 'default': None}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}, 'next_review_months': {'type': 'integer', 'title': 'Next Review Months', 'default': 12}}}
Ausgabeschema 
{'type': 'object', 'title': 'complete_reviewOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
convert_prospect
Convert a prospect to active client status.
Eingabeschema 
{'type': 'object', 'title': 'convert_prospectArguments', 'required': ['client_id'], 'properties': {'confirm': {'type': 'boolean', 'title': 'Confirm', 'default': False}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'convert_prospectOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
create_client_goal
Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LIFESTYLE, CHARITABLE, LEGACY, LIQUIDITY, CUSTOM.
Eingabeschema 
{'type': 'object', 'title': 'create_client_goalArguments', 'required': ['client_id', 'goal_type', 'goal_name'], 'properties': {'priority': {'type': 'integer', 'title': 'Priority', 'default': 1}, 'client_id': {'type': 'string', 'title': 'Client Id'}, 'goal_name': {'type': 'string', 'title': 'Goal Name'}, 'goal_type': {'type': 'string', 'title': 'Goal Type'}, 'description': {'type': 'string', 'title': 'Description', 'default': None}, 'target_date': {'type': 'string', 'title': 'Target Date', 'default': None}, 'target_amount': {'type': 'number', 'title': 'Target Amount', 'default': None}, 'target_currency': {'type': 'string', 'title': 'Target Currency', 'default': 'CHF'}}}
Ausgabeschema 
{'type': 'object', 'title': 'create_client_goalOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
create_eam_client
Create a new EAM client/prospect. client_type: INDIVIDUAL, COMPANY, TRUST. pipeline_stage: LEAD, PROSPECT, QUALIFIED, PROPOSAL, NEGOTIATION.
Eingabeschema 
{'type': 'object', 'title': 'create_eam_clientArguments', 'required': ['display_name'], 'properties': {'email': {'type': 'string', 'title': 'Email', 'default': None}, 'notes': {'type': 'string', 'title': 'Notes', 'default': None}, 'phone': {'type': 'string', 'title': 'Phone', 'default': None}, 'confirm': {'type': 'boolean', 'title': 'Confirm', 'default': False}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_type': {'type': 'string', 'title': 'Client Type', 'default': 'INDIVIDUAL'}, 'display_name': {'type': 'string', 'title': 'Display Name'}, 'pipeline_stage': {'type': 'string', 'title': 'Pipeline Stage', 'default': 'LEAD'}}}
Ausgabeschema 
{'type': 'object', 'title': 'create_eam_clientOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
create_share_link
Create a shareable link for a document. Link is valid for expires_in_hours (max 720 = 30 days).
Eingabeschema 
{'type': 'object', 'title': 'create_share_linkArguments', 'required': ['household_id', 'doc_id'], 'properties': {'doc_id': {'type': 'string', 'title': 'Doc Id'}, 'household_id': {'type': 'string', 'title': 'Household Id'}, 'expires_in_hours': {'type': 'integer', 'title': 'Expires In Hours', 'default': 24}}}
Ausgabeschema 
{'type': 'object', 'title': 'create_share_linkOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
delete_document
Soft-delete a document (sets status to DELETED).
Eingabeschema 
{'type': 'object', 'title': 'delete_documentArguments', 'required': ['household_id', 'doc_id'], 'properties': {'doc_id': {'type': 'string', 'title': 'Doc Id'}, 'confirm': {'type': 'boolean', 'title': 'Confirm', 'default': False}, 'household_id': {'type': 'string', 'title': 'Household Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'delete_documentOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
extract_document_data
Trigger OCR / data extraction from a document. Returns extraction status.
Eingabeschema 
{'type': 'object', 'title': 'extract_document_dataArguments', 'required': ['household_id', 'doc_id'], 'properties': {'doc_id': {'type': 'string', 'title': 'Doc Id'}, 'household_id': {'type': 'string', 'title': 'Household Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'extract_document_dataOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
generate_meeting_brief
Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation. Consumes credits.
Eingabeschema 
{'type': 'object', 'title': 'generate_meeting_briefArguments', 'required': ['client_id'], 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'generate_meeting_briefOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_client_dossier
Get full client dossier — profile, entities, AUM, review status, team assignments.
Eingabeschema 
{'type': 'object', 'title': 'get_client_dossierArguments', 'required': ['client_id'], 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_client_dossierOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_client_goals
Get financial goals for a client — retirement, education, property, etc. with progress.
Eingabeschema 
{'type': 'object', 'title': 'get_client_goalsArguments', 'required': ['client_id'], 'properties': {'client_id': {'type': 'string', 'title': 'Client Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_client_goalsOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_client_reviews_due
Get compliance reviews due for a client, or all clients if client_id omitted.
Eingabeschema 
{'type': 'object', 'title': 'get_client_reviews_dueArguments', 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id', 'default': None}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_client_reviews_dueOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_client_team
Get assigned team members for an EAM client.
Eingabeschema 
{'type': 'object', 'title': 'get_client_teamArguments', 'required': ['client_id'], 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_client_teamOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_document_detail
Get document metadata, ACLs, and share links for a specific document.
Eingabeschema 
{'type': 'object', 'title': 'get_document_detailArguments', 'required': ['household_id', 'doc_id'], 'properties': {'doc_id': {'type': 'string', 'title': 'Doc Id'}, 'household_id': {'type': 'string', 'title': 'Household Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_document_detailOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_eam_clients
List EAM clients for a firm. Filter by status (ACTIVE/ARCHIVED), pipeline_stage, or search term.
Eingabeschema 
{'type': 'object', 'title': 'get_eam_clientsArguments', 'properties': {'search': {'type': 'string', 'title': 'Search', 'default': None}, 'status': {'type': 'string', 'title': 'Status', 'default': None}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'pipeline_stage': {'type': 'string', 'title': 'Pipeline Stage', 'default': None}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_eam_clientsOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_email_detail
Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.
Eingabeschema 
{'type': 'object', 'title': 'get_email_detailArguments', 'required': ['message_id'], 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'message_id': {'type': 'string', 'title': 'Message Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_email_detailOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
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).
Eingabeschema 
{'type': 'object', 'title': 'get_email_messagesArguments', 'properties': {'page': {'type': 'integer', 'title': 'Page', 'default': 1}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'category': {'type': 'string', 'title': 'Category', 'default': None}, 'priority': {'type': 'string', 'title': 'Priority', 'default': None}, 'client_id': {'type': 'string', 'title': 'Client Id', 'default': None}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_email_messagesOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
get_succession_scan
Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).
Eingabeschema 
{'type': 'object', 'title': 'get_succession_scanArguments', 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}}}
Ausgabeschema 
{'type': 'object', 'title': 'get_succession_scanOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
link_email_to_client
Link an email message to an EAM client record.
Eingabeschema 
{'type': 'object', 'title': 'link_email_to_clientArguments', 'required': ['message_id', 'client_id'], 'properties': {'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}, 'message_id': {'type': 'string', 'title': 'Message Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'link_email_to_clientOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
list_documents
List documents for a household. Optionally filter by category (STATEMENT, TAX, LEGAL, etc.).
Eingabeschema 
{'type': 'object', 'title': 'list_documentsArguments', 'properties': {'category': {'type': 'string', 'title': 'Category', 'default': None}, 'household_id': {'type': 'string', 'title': 'Household Id', 'default': ''}}}
Ausgabeschema 
{'type': 'object', 'title': 'list_documentsOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
update_client_goal
Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.
Eingabeschema 
{'type': 'object', 'title': 'update_client_goalArguments', 'required': ['goal_id'], 'properties': {'notes': {'type': 'string', 'title': 'Notes', 'default': None}, 'status': {'type': 'string', 'title': 'Status', 'default': None}, 'goal_id': {'type': 'string', 'title': 'Goal Id'}, 'target_date': {'type': 'string', 'title': 'Target Date', 'default': None}, 'target_amount': {'type': 'number', 'title': 'Target Amount', 'default': None}, 'current_amount': {'type': 'number', 'title': 'Current Amount', 'default': None}}}
Ausgabeschema 
{'type': 'object', 'title': 'update_client_goalOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
update_document
Update document metadata — description, category, or tags (comma-separated).
Eingabeschema 
{'type': 'object', 'title': 'update_documentArguments', 'required': ['household_id', 'doc_id'], 'properties': {'tags': {'type': 'string', 'title': 'Tags', 'default': None}, 'doc_id': {'type': 'string', 'title': 'Doc Id'}, 'category': {'type': 'string', 'title': 'Category', 'default': None}, 'description': {'type': 'string', 'title': 'Description', 'default': None}, 'household_id': {'type': 'string', 'title': 'Household Id'}}}
Ausgabeschema 
{'type': 'object', 'title': 'update_documentOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
update_eam_client
Update an EAM client record.
Eingabeschema 
{'type': 'object', 'title': 'update_eam_clientArguments', 'required': ['client_id'], 'properties': {'email': {'type': 'string', 'title': 'Email', 'default': None}, 'notes': {'type': 'string', 'title': 'Notes', 'default': None}, 'phone': {'type': 'string', 'title': 'Phone', 'default': None}, 'firm_id': {'type': 'string', 'title': 'Firm Id', 'default': ''}, 'client_id': {'type': 'string', 'title': 'Client Id'}, 'display_name': {'type': 'string', 'title': 'Display Name', 'default': None}, 'pipeline_stage': {'type': 'string', 'title': 'Pipeline Stage', 'default': None}}}
Ausgabeschema 
{'type': 'object', 'title': 'update_eam_clientOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
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 a doc_id for separate upload.
Eingabeschema 
{'type': 'object', 'title': 'upload_documentArguments', 'required': ['household_id', 'file_name', 'domain', 'category'], 'properties': {'domain': {'type': 'string', 'title': 'Domain'}, 'confirm': {'type': 'boolean', 'title': 'Confirm', 'default': False}, 'category': {'type': 'string', 'title': 'Category'}, 'file_name': {'type': 'string', 'title': 'File Name'}, 'description': {'type': 'string', 'title': 'Description', 'default': None}, 'household_id': {'type': 'string', 'title': 'Household Id'}, 'base64_content': {'type': 'string', 'title': 'Base64 Content', 'default': None}}}
Ausgabeschema 
{'type': 'object', 'title': 'upload_documentOutput', 'required': ['result'], 'properties': {'result': {'type': 'string', 'title': 'Result'}}}
Verlauf

Letzte Tool-Änderungen

Hinzugefügt
link_email_to_client
17. September 2026 07:58
Hinzugefügt
get_email_detail
17. September 2026 07:58
Hinzugefügt
get_email_messages
17. September 2026 07:58
Hinzugefügt
extract_document_data
17. September 2026 07:58
Hinzugefügt
update_document
17. September 2026 07:58
Hinzugefügt
upload_document
17. September 2026 07:58
Hinzugefügt
create_share_link
17. September 2026 07:58
Hinzugefügt
delete_document
17. September 2026 07:58
Hinzugefügt
update_client_goal
17. September 2026 07:58
Hinzugefügt
create_client_goal
17. September 2026 07:58
Hinzugefügt
get_client_goals
17. September 2026 07:58
Hinzugefügt
assign_team_member
17. September 2026 07:58
Hinzugefügt
complete_review
17. September 2026 07:58
Hinzugefügt
convert_prospect
17. September 2026 07:58
Hinzugefügt
update_eam_client
17. September 2026 07:58
Hinzugefügt
create_eam_client
17. September 2026 07:58
Hinzugefügt
get_client_team
17. September 2026 07:58
Hinzugefügt
get_client_reviews_due
17. September 2026 07:58
Hinzugefügt
get_client_dossier
17. September 2026 07:58
Hinzugefügt
get_eam_clients
17. September 2026 07:58
Hinzugefügt
get_document_detail
17. September 2026 07:58
Hinzugefügt
list_documents
17. September 2026 07:58
Hinzugefügt
generate_meeting_brief
17. September 2026 07:58
Hinzugefügt
get_succession_scan
17. September 2026 07:58
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