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Conquest MCP Server

Conquest · conquestplanning.com

Claude

Conquest’s verifiable AI financial advice engine in Claude — create plans, review client goals, and apply SAM strategies right where you work.

Open in Claude Marketplace

How to connect Conquest MCP Server to Claude

  1. Open the Claude Marketplace listing and check the clients it supports.
  2. In Claude, open Customize → Connectors or use the option in the marketplace listing. Sign in to the service if prompted.
  3. Check that Conquest MCP Server is available in your conversation before asking Claude to use it.
Official Claude setup guide

How to use Conquest MCP Server

Tools listed by the marketplace

  • 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

Conquest MCP Server on Claude Marketplace

Listing checked

Frequently asked questions

Why can’t Claude use Conquest MCP Server?

Check that the connector is enabled in the current client and that the connected account can access the resource. In a managed workspace, check whether an administrator must enable it.