Conquest MCP Server
Conquest’s verifiable AI financial advice engine in Claude — create plans, review client goals, and apply SAM strategies right where you work.
Add to Claude (opens in new tab)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
- 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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