Conquest MCP Server (Claude)
Conquest’s verifiable AI financial advice engine in Claude — create plans, review client goals, and apply SAM strategies right where you work.
Connect Conquest to Claude. You can pull up a client’s plan, check progress toward their goals, and explore strategies from Strategic Advice Manager® (SAM) without context switching. SAM, Conquest’s AI expert system, does the math, so every number stays explainable and auditable. The result is faster meeting prep, more robust plans, and deeper client conversations.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/conquest-mcp-server. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://api.conquest-cloud.com/mcp. Sign-in: Required. Publisher documentation: https://conquestplanning.com/solutions/mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
apply_strategy
create_plan
get_conquest_context
get_plan_authoring_context
get_plan_authoring_current_data
get_plan_authoring_entity_instructions
get_plan_data
get_plan_goals
get_plan_insights
get_plan_kpis
get_plan_portfolios
get_plan_projected_values
get_plan_strategies
get_service_health
get_strategy_annotations
get_strategy_suggestions
list_plans
search_plans
set_strategy_enabled
update_plan
update_strategy_settings
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