A firm-wide list of clients with incomplete succession planning, enabling proactive relationship management and risk mitigation.
The agent queries the Antevo Wealth MCP server to perform a firm-wide scan for clients whose succession planning is incomplete. It retrieves client details and status to identify gaps in the client book. The agent should verify that the user has signed in with appropriate firm permissions, as the scan relies on the user's specific access rights. No data is modified, only read.
- Category: Customer support
- Effect: Read-only
- MCP servers: Antevo Wealth MCP (https://koskamo.com/explore/antevo-wealth-mcp)
- Source: Connect your firm’s client book to your assistant | Antevo MCP (https://antevo.ch/mcp/mandates/)
- Source quote: "Succession A firm-wide scan for clients whose succession planning is incomplete."
- Playbook page: https://koskamo.com/explore/use-cases/scan-for-incomplete-succession-planning
Prompt: Scan the firm's client book to identify where succession planning is incomplete. List the affected clients and their current status.