Antevo Mandates

Ingested from the official MCP Registry

FastDrop pulled this entry from the official MCP Registry as ch.antevo/mandates and probed the endpoint. The maker did not submit it, so the outbound link is not endorsed and the description is not theirs.

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Tools this endpoint exposes

Read directly from the endpoint on 14 Sept 2026. Not supplied by the maker.

• get_succession_scan

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

• generate_meeting_brief

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

• list_documents

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

• get_document_detail

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

• get_eam_clients

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

• get_client_dossier

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

• get_client_reviews_due

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

• get_client_team

  Get assigned team members for an EAM client.

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