Conquest MCP Server
Claude connectorConquest’s verifiable AI financial advice engine in Claude — create plans, review client goals, and apply SAM strategies right where you wo…
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.
- Tools
- 21
exposed by this connector
Movement
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Popularity score
Trending score
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services532nd of 1,227 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 530 | 6,087 | — | 205places down | |
| 531 | 6,087 | — | 1,472places up | |
| 532 | Conquest MCP ServerThis page | 6,066 | — | 554places up |
| 533 |  GenTwo | 6,066 | 28,486 #118 | 4places down |
| 534 | 6,044 | 5,852 #497 | 325places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #93 | — |
| 2 | 1,658,113 | 8,969 #276 | 5places up | |
| 3 | 874,651 | 8,366 #317 | — | |
| 4 |  Schwab Advisor Services | 355,610 | 8,916 #278 | — |
| 5 | 283,621 | 6,870 #440 | 0 |
Tools
- 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
Show all 21Show fewer
- set_strategy_enabled
- update_plan
- update_strategy_settings
- Categories
- Sign-in
- Required
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 9, 2026
- More info
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