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Conquest MCP Server

Official status unknown21 tools reported1 source

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.

Setup details

This source describes a project but provides no normalized endpoint or package identifier. Follow its source listing for setup instructions.

21 tool names reported

Source-declared tools. Availability can depend on the connection and permissions; these are not runtime test results.

Claude connector directory ↗ · Observed 2026-11-01 · Completeness not established

  • 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

Sources and provenance

Grouping basis: listing. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.

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