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 services522nd of 1,169 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 520 |  DEBYKO | 6,022 | 22,291 #183 | 95places down |
| 521 | 6,000 | 14,917 #323 | — | |
| 522 | Conquest MCP ServerThis page | 6,000 | — | — |
| 523 | 6,000 | — | 108places down | |
| 524 |  Offri | 6,000 | — | 375places 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 | 21,833,766 | 12,069 #127 | — |
| 2 | 1,120,523 | 8,731 #282 | 17places up | |
| 3 | 458,132 | 12,705 #107 | 2places up | |
| 4 | 448,719 | 9,295 #245 | 3places up | |
| 5 |  Intuit Developer | 348,009 | 13,338 #86 | 18places down |
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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