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Conquest Planning MCP

Conquest Planning · Financial Planning

MCP ServerVendor

Conquest Planning's MCP server connects AI assistants to plan data computed by Conquest's Strategic Advice Manager (SAM), so an assistant can answer questions about a client's plan, goals and KPIs from the planning engine's own outputs rather than recomputing them. Conquest's page also describes adjusting strategies by request, with advisor confirmation.

financial planningSAMplan data
Status
Vendor
Auth
Enterprise
Hosting
Remote
Community rating
Not rated yet
Role
System

Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls. More on System servers → All seven roles →

Open documentation →

Caveats

  • Conquest publishes no developer documentation: no endpoint, transport, auth method or tool list. Treat any config snippet not from the vendor itself as a guess.
  • No firm launch date. MCP was previewed on Conquest's roadmap in March 2026 and the solutions page now describes it, but general availability is not stated; confirm with Conquest.
  • Vendor-verified only. Everything here comes from the vendor's own pages and has not been independently tested.
  • Planning output is a model. Projections depend on assumptions entered in SAM; review them before a result reaches a client.
  • Can change plans. Strategy adjustments are described as gated by advisor confirmation; keep that confirmation on and start with read-only scopes.
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How to connect Conquest Planning MCP

Step 1

Check the vendor's documentation

This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.

Step 2

Authenticate with Enterprise

Access is provisioned by the vendor or your firm's administrator. Ask your account team for MCP access, sandbox credentials and the allowed data scopes.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Financial Planning.

Planning data-gathering gap check

What's still missing before a plan can be built.

Financial PlanningFinancial PlanningInsurance & Annuities

Read-only: compare the planning inputs on file for <client name> in the planning tool against what the insurance and annuity records actually show, and list what is missing, stale or inconsistent before I build or update a plan: income, expenses, balances, coverage amounts, riders, premiums, beneficiaries, goals and assumptions. Output Item / Value in plan / Value at source / Status / Last updated. Do not edit the plan or write any assumption, flag gaps and mismatches rather than filling them in.

Guardrail · Read-only. Never let a tool invent a planning assumption.

Scenario comparison brief

A side-by-side read on two planning scenarios.

Financial PlanningFinancial PlanningMarket & Financial Data

Read-only: compare the existing plan for <client name> against the scenario <describe change, e.g. retire two years earlier>. Pull the plan's stored return, inflation and yield assumptions, then use market-data tools to show current comparable figures for the same inputs. Present outcome differences, an assumptions table of Plan assumption / Current market reading / Source / Date, and which assumption the result is most sensitive to. State every assumption explicitly. Do not save, overwrite or publish any scenario in the planning system.

Guardrail · Read-only. Plan illustrations are not advice, review before sharing.

Insurance and protection gap review

Coverage on file versus what the plan implies.

Financial PlanningInsurance & AnnuitiesFinancial Planning

Read-only: list <client name>'s in-force coverage, life, disability, LTC, annuity riders, with carrier, benefit, term and cost, then compare against the protection need implied by the plan. Flag gaps and expiring coverage. No product recommendations and no applications. Note where policy data could not be verified.

Guardrail · Read-only. Product recommendations require suitability review, not a chat tool.

Read the full connection guide →