# Conquest MCP Server: tools, setup, cost

> 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.

- Kind: Remote MCP server
- Status: Announced
- First seen: Oct 2026
- Products: [Conquest Planning](https://wealthtech.dev/products/conquest-planning)
- Id: `conquest-mcp` · JSON: https://wealthtech.dev/mcp/conquest-mcp.json

## Facts

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| Endpoint | Not found | Not found. 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. 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. | 2026-10-17 |
| Transport | Not found | Not found. Not stated on the Conquest page. Not stated on the Conquest page. | 2026-10-17 |
| Tool count | Not found | Not found. No tool list is published on the page. No tool list is published on the page. | 2026-10-17 |
| Read or write | read-write | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "manage strategies on a plan, including reviewing, applying, modifying and removing them through a connected AI tool" | 2026-10-17 |
| Authentication | Authenticated connection that a firm opts into; access granted at firm level or limited to specific users | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "every connection is authenticated before any plan data is shared" | 2026-10-17 |
| Who turns it on | Configured for eligible firms through a setup and agreement with the Conquest team | Checked on the source's own page. [conquestplanning.com](https://conquestplanning.com/solutions/mcp) "turning it on involves a short setup and agreement with your Conquest team" | 2026-10-17 |
| Price | Not found | Not found. No price appears on the page. No price appears on the page. | 2026-10-17 |

## Listings

- https://conquestplanning.com/solutions/mcp: Conquest MCP page (checked 2026-10-17) "The MCP Server is available to configure for eligible firms."

This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server.
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Source: https://wealthtech.dev/mcp/conquest-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.