Antevo Mandates

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

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

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

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

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

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

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

Get assigned team members for an EAM client.

Create a new EAM client/prospect. client_type: INDIVIDUAL, FAMILY, ENTITY. pipeline_stage: LEAD, PROSPECT, NEGOTIATION, ONBOARDING.

Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.

Convert a prospect to an active client: creates the client's household and its primary entity, as the web's Convert does. entity_type: PERSON, COMPANY, TRUST, FOUNDATION (defaults from the client type). household_name defaults to the client's name.

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

Assign a team member to an EAM client. role: PRIMARY, ADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.

Get financial goals for a client — retirement, education, property, etc. with progress.

Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY, LEGACY, LIFESTYLE, EMERGENCY, MAJOR_PURCHASE, CUSTOM.

Update goal progress. status: ON_TRACK, AHEAD, BEHIND, AT_RISK, ACHIEVED, PAUSED, CANCELLED.

Soft-delete a document (sets status to DELETED).

Create a public link to a document that anyone holding it can download, valid for expires_in_hours (max 720 = 30 days). Confirm-gated.

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.

Update document metadata — description, category, or tags (comma-separated).

Trigger OCR / data extraction from a document. Returns extraction status.

List email messages for an EAM firm with AI analysis. Filter by client_id, priority (CRITICAL,HIGH,MEDIUM,LOW), category (INQUIRY,INSTRUCTION,UPDATE).

Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.

Link an email message to an EAM client record.