INDIVIDUAL MCP TOOL

create_eam_client

Create a new EAM client/prospect.

antevo.chnone authenticationAvailability not checked

LIVE ENDPOINT

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

No auth detected

Connect to this endpoint to inspect the live schema for create_eam_client and invoke it with your own arguments.

{}

Potential side effects detected · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.antevo-eam]
url = "https://api.antevo.ch/mcp/mandates/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "antevo-eam": {
      "type": "http",
      "url": "https://api.antevo.ch/mcp/mandates/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: antevo-eam
Remote MCP URL: https://api.antevo.ch/mcp/mandates/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "antevo-eam": {
      "url": "https://api.antevo.ch/mcp/mandates/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "antevo-eam": {
      "type": "http",
      "url": "https://api.antevo.ch/mcp/mandates/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "antevo-eam",
  "transport": "streamable-http",
  "url": "https://api.antevo.ch/mcp/mandates/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

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.
list_documents — List documents for a household.
get_document_detail — Get document metadata, ACLs, and share links for a specific document.
get_eam_clients — List EAM clients for a firm.
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.