{
  "page": "https://wealthtech.dev/mcp/conquest-mcp",
  "title": "Conquest MCP Server: tools, setup, cost",
  "description": "Conquest Planning describes an MCP server that lets Claude, ChatGPT and Microsoft Copilot read live plan data and manage strategies on a plan. It is configured for eligible firms through an agreement with Conquest, and no endpoint is published.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/conquest-mcp",
    "title": "Conquest MCP Server: tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "conquest-mcp",
    "name": "Conquest MCP Server",
    "productIds": [
      "conquest-planning"
    ],
    "kind": "remote-mcp",
    "status": "announced",
    "firstSeen": "2026-10-17",
    "endpoint": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Conquest's MCP page publishes no endpoint URL; claude.com/marketplace/connectors/conquest and /conquest-planning returned 404. The status \"announced\" here means only that no public endpoint was found; Conquest's page says the server is available to configure for eligible firms."
    },
    "transport": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the Conquest page."
    },
    "toolCount": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No tool list is published on the page."
    },
    "tools": [],
    "scope": {
      "value": "read-write",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://conquestplanning.com/solutions/mcp",
      "evidence": "manage strategies on a plan, including reviewing, applying, modifying and removing them through a connected AI tool",
      "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
      "note": "The page says advisors can also retrieve live plan data."
    },
    "auth": {
      "value": "Authenticated connection that a firm opts into; access granted at firm level or limited to specific users",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://conquestplanning.com/solutions/mcp",
      "evidence": "every connection is authenticated before any plan data is shared",
      "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
      "note": "The auth protocol is not stated."
    },
    "enablement": {
      "value": "Configured for eligible firms through a setup and agreement with the Conquest team",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://conquestplanning.com/solutions/mcp",
      "evidence": "turning it on involves a short setup and agreement with your Conquest team",
      "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
      "note": null
    },
    "price": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No price appears on the page."
    },
    "listings": [
      {
        "value": "Conquest MCP page",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://conquestplanning.com/solutions/mcp",
        "evidence": "The MCP Server is available to configure for eligible firms.",
        "capture": "evidence/mcp-conquest-mcp/conquestplanning-com-solutions-mcp.txt",
        "note": "The page names Claude, ChatGPT and Microsoft Copilot as compatible assistants. The page has no date, so firstSeen is the capture date (2026-10-17)."
      }
    ],
    "summary": "Conquest Planning describes an MCP server that lets Claude, ChatGPT and Microsoft Copilot read live plan data and manage strategies on a plan. It is configured for eligible firms through an agreement with Conquest, and no endpoint is published.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}