Scan for incomplete succession planning
A firm-wide list of clients with incomplete succession planning, enabling proactive relationship management and risk mitigation.
How it works
Read-onlyCustomer support
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Scan for incomplete succession planning
Scan the firm's client book to identify where succession planning is incomplete. List the affected clients and their current status.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Succession A firm-wide scan for clients whose succession planning is incomplete.Connect your firm’s client book to your assistant | Antevo MCP