Antevo

Antevo MCPMandates

Your client book
in the conversation.

For independent asset managers and family offices. Ask which clients are due a review, prepare for a meeting from the record, or find where succession planning is incomplete, with your firm’s own permissions applied.

The connection

01 / The connection

One address,
by arrangement.

I.

Mandates

Clients, dossiers, reviews due, meeting briefs, goals, team, documents, succession and client email, across your firm’s book.

BY ARRANGEMENT · FIRM SIGN-IN

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

A firm account first, then OAuth 2.1 sign-in. Your own firm permissions apply.

Discuss access for your firm

Discovery is open: an assistant can list the tools before anyone signs in. Nothing in your book is read until a member of your firm does.

02 / What it reaches

Clients and dossiersThe firm’s clients and prospects, filtered by status or pipeline stage, and each client’s record: profile, contact details, pipeline stage, review dates, risk profile and estimated AUM, with the assigned team alongside.
Reviews dueReviews due for one client or across the book, and recording a review as done, which schedules the next one.
Meeting briefsA brief for a client meeting from the record: portfolio, compliance, macro context, relationship health and the next conversation worth having.
Goals and teamEach client’s financial goals with their progress, and the team members assigned to the relationship.
DocumentsDocuments by category, their details and time-limited share links, filing a new one, and reading the data out of it.
SuccessionA firm-wide scan for clients whose succession planning is incomplete.
Client emailThe firm’s client messages with a summary, priority and compliance flags, linked to the client they concern.

03 / Changes to your book

It can change records. It asks first.

Your own book, nothing more. Unlike the public connections, this one can change records in your firm’s own book: record a review, update a client, add a goal, file a document. It cannot place a trade or move money.

A plan before anything irreversible. An irreversible action returns a plan first and runs only when it is called again with confirmation. The Claude skills ask before any change, and a read-only sign-in, such as the command line’s, refuses writes altogether.

No firm ID to find. The connection uses your own firm. If you belong to several, it names each one so your assistant can ask which.

04 / Add it to your assistant

  1. Arrange access for your firm

    Mandates is available by arrangement. Agree the scope with Antevo; members of your firm then sign in with their own account.

  2. Claude: Settings → Connectors

    In Claude, go to Settings, then Connectors, and add a custom connector with the address. Claude discovers the OAuth sign-in step itself.

    https://api.antevo.ch/mcp/mandates/mcp
  3. Or install the Claude plugin

    In Claude Code, add the Antevo marketplace, then install the plugin. It brings three skills, for reviews due, meeting preparation and a succession scan, and they ask before they change anything.

    /plugin marketplace add ANTEVO-CH/plugins
    /plugin install antevo-mandates@antevo
  4. Cursor and VS Code: one click

    The install links add the address in either editor. Sign-in follows on first use.

  5. Or begin in a terminal

    Sign in once, then call any tool. The command line asks for read access only, so tools that change a record refuse from it.

    npx @antevo/cli login
    npx @antevo/cli call get_client_reviews_due --server mandates

05 / Things worth asking

After you sign in

“Which clients are due a review this month?”Reviews due across the book, from the dates on each client record.
“Prepare me for my meeting with [client].”The dossier, the reviews and the record behind the relationship, gathered into one brief.
“Where is succession planning incomplete across the book?”A firm-wide scan, client by client.
“Record that this client’s review is done.”A change to the record, so the skills ask before they make it.

06 / Any client

The same address
works anywhere.

Any client that speaks MCP and OAuth 2.1 can connect. Your firm’s permissions travel with the sign-in, whatever you use to think with.

About Antevo MandatesDiscuss access for your firmOne-click install links

A familiar conversation.
A fuller understanding.

All connectors and clients