Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Authorization not required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Changed the definition of "assign_team_member", "convert_prospect", "create_client_goal" and 5 more
Assign a team member to an EAM client. role: PRIMARY,SECONDARYADVISOR, SUPPORT. Needs a firm OWNER or ADMIN.
⟨19 unchanged words⟩ :"string"},"role":{"default":"SECONDARYADVISOR","title":"Role","type":"string ⟨7 unchanged words⟩
Authorization not required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Authorization not required, issuer https://api.antevo.ch
Certificate recorded, valid to 2027-02-06
Authorization not required, issuer https://api.antevo.ch
Certificate recorded, valid to 2027-02-06
Authorization required, issuer https://api.antevo.ch
Unknown → Live
First tool surface recorded: 24 tools (server version 1.12.4)
https://api.antevo.ch/mcp/mandates/sse (mcp_sse) — from mcp_registry, with the record
https://api.antevo.ch/mcp/mandates/mcp (mcp_streamable_http) — from mcp_registry, with the record
Showing the latest 29 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
Convert a prospect to an active client:status.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.
⟨11 unchanged words⟩ ":"Confirm","type":"boolean"},"entity_type":{"default":null,"title":"Entity Type","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"household_name":{"default":null,"title":"Household Name","type":"string"}},"required": ⟨5 unchanged words⟩
Create a financial goal. goal_type: RETIREMENT, EDUCATION, PROPERTY,LIFESTYLELEGACY,CHARITABLELIFESTYLE,LEGACYEMERGENCY,LIQUIDITYMAJOR_PURCHASE, CUSTOM.
⟨11 unchanged words⟩ ":"Description","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"goal_name":{"title":"Goal Name","type ⟨46 unchanged words⟩
Create a new EAM client/prospect. client_type: INDIVIDUAL,COMPANYFAMILY,TRUST.ENTITY. pipeline_stage: LEAD, PROSPECT,QUALIFIED, PROPOSALNEGOTIATION,NEGOTIATION.ONBOARDING.
Create ashareablepublic linkforto adocument.documentLinkthatisanyone holding it can download, valid forexpires_in_hours (max 720 = 30 days). Confirm-gated.
{"properties":{"confirm":{"default":false,"title":"Confirm","type":"boolean"},"doc_id":{"title":"Doc Id","type ⟨23 unchanged words⟩
⟨3 unchanged words⟩ ":"Client Id","type":"string"},"firm_id":{"default":"","title":"Firm Id","type":"string"}},"required":["client_id"],"title": ⟨3 unchanged words⟩
⟨5 unchanged words⟩ "Current Amount","type":"number"},"firm_id":{"default":"","title":"Firm Id","type":"string"},"goal_id":{"title":"Goal Id","type ⟨37 unchanged words⟩
Update an EAM client record. pipeline_stage cannot become ACTIVE here — use convert_prospect.