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Conquest MCP Server

ClaudePartnerby Conquest

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.

Details

Financial Services
Listed Oct 27, 2026
by Conquest

Available tools (21)

apply_strategycreate_planget_conquest_contextget_plan_authoring_contextget_plan_authoring_current_dataget_plan_authoring_entity_instructionsget_plan_dataget_plan_goalsget_plan_insightsget_plan_kpisget_plan_portfoliosget_plan_projected_valuesget_plan_strategiesget_service_healthget_strategy_annotationsget_strategy_suggestionslist_planssearch_plansset_strategy_enabledupdate_planupdate_strategy_settings