Antevo

Antevo MCPPerplexity

Connect your portfolio
to Perplexity.

Add Antevo to Perplexity as a custom connector, then ask about markets, a brand name, or your own book next to what the web says. Three of the five need no account.

What you can connect

01 / What you can connect

Five connectors,
three without an account.

I.

The 07:00 Brief

The morning read: what moved, what it means, what to watch today, and the risks building underneath.

PUBLIC ACCESS · NO ACCOUNT

https://api.antevo.ch/mcp/0700/mcp

No account. Ask what you need to know before the day starts.

II.

Executive

Markets, the daily editorial read, risk radar, geopolitics and macro history.

PUBLIC ACCESS · NO ACCOUNT

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

No account. Ask what happened today and what the desk makes of it.

III.

Trademark

Screen a name across 50+ registers, with the opposition window for twenty offices.

PUBLIC SCREENING · NO ACCOUNT

https://trademark.antevo.ch/mcp

No account for screening. For your own watchlist and deadlines, add the second Trademark address in step 2 as its own connector and sign in. Counsel assesses legal questions.

Trademark connection guide
IV.

Wealth

Your own household: positions, allocation, AUM, drift, real assets, breaches.

YOUR ACCOUNT · SIGN IN

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

Sign in required. Reads your whole book, and can record holdings you already own — only after you confirm. It never trades, moves money or deletes anything.

V.

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.

Mandates connection guide

Nothing here can place a trade or move money. Wealth records a holding only after you confirm. Mandates can change records in your firm’s own book, and returns a plan before anything irreversible. Every answer carries its source and its date.

02 / Add it to Perplexity

  1. Open Plugins, then Add custom

    In Perplexity, open Plugins in the sidebar and choose Add custom → Connector → Add MCP connector. If you do not see Plugins yet, use Customize → Connectors. In the window that opens, choose Remote.

  2. Name it and paste the address

    Give it a name, such as Antevo Executive, and paste one address below as the MCP Server URL. Under Transport, choose Streamable HTTP. Add each Antevo connector you want the same way.

    https://api.antevo.ch/mcp/0700/mcp
    https://api.antevo.ch/mcp/executive/mcp
    https://trademark.antevo.ch/mcp
    https://trademark.antevo.ch/mcp/me
    https://api.antevo.ch/mcp/wealth/mcp
    https://api.antevo.ch/mcp/mandates/mcp
  3. The public three: choose None

    For The 07:00 Brief, Executive and Trademark screening, set Authentication to None. No key, no account.

  4. Wealth and Mandates: choose OAuth

    Set Authentication to OAuth. Antevo supports dynamic client registration and publishes its OAuth discovery document. Perplexity’s documentation says it can then detect the sign-in endpoints itself, and that a Client ID and Secret may be needed only for servers without dynamic registration. The second Trademark address works the same way.

  5. Add it, then select its card

    Tick the box that acknowledges the risks of custom connectors and choose Add. Then select the connector’s card on the Plugins page to turn it on. For Wealth, that is where you sign in with your Antevo Wealth account at wealth.antevo.ch; for Mandates, with your firm’s account; for your Trademark watchlist, with your Antevo Trademark account.

  6. Ask, with connectors in your sources

    Perplexity calls a connector when your question needs it. If it answers from the web alone, check the sources for your question: set to web only, Perplexity does not call connected apps.

Plans and platforms. Perplexity says some connectors and custom MCP servers are limited to Pro, Max or Enterprise, and that a connector can reach the web before mobile. In an Enterprise organization, an administrator first has to allow members to add their own connectors. Perplexity’s Mac app can also run local MCP servers; Antevo needs none, as every address here is remote.

Not yet confirmed. Antevo has not yet run the Wealth and Mandates sign-in in Perplexity end to end. If it fails, remove the connector and write to contact@antevo.ch.

These steps follow Perplexity’s help articles on adding custom remote connectors and troubleshooting connectors, read in October 2026. Menus move. If yours differ, Perplexity’s pages are the reference.

03 / Things worth asking

No account

“What do I need to know before markets open?”The 07:00 Brief: what moved overnight, what it means and what to watch today.
“What happened in markets today, and what does the Antevo desk make of it?”The dated editorial read, with the moves it is drawn from.
“What is on the risk radar, and what would prove it wrong?”Graded risks, each with the reading that would confirm or kill it.
“Is this brand name taken, and in which classes?”Screened across 50+ registers with a similarity tier per hit.
“How long do I have to oppose a trademark in Switzerland?”Three months, but from publication of the registration, not the application, which is the trap this answers.

After you sign in

“What is my brief today?”
“What is my total AUM?”
“Where am I concentrated?”
“Which of my trademark deadlines close first?”
“Which clients are due a review this month?”

04 / Any client

The same addresses
work anywhere.

The protocol is the point. Whatever you use to think with, Antevo answers inside it, with its source and its date, and changes nothing without your yes.

A familiar conversation.
A fuller understanding.

All connectors and clients