Conquest Planning API
Conquest Planning Inc. · Financial planning · conquestplanning.com
Not found Last checked Oct 17, 2026
Conquest says it offers an open, two-way API to its SAM engine but publishes no developer documentation. It also describes an MCP server that firms enable through a short setup and agreement with Conquest.
Developer surface
Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.
| API access | Not found Not found · Oct 17, 2026
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|---|---|
| Developer docs | Not found Not found · Oct 17, 2026
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| API style | Not found Not found · Oct 17, 2026
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| Authentication | Not found Not found · Oct 17, 2026
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| How to get access | For the MCP server: a short setup and agreement with the Conquest team. For the API no process is published. Checked on the source's own page · Oct 17, 2026“turning it on involves a short setup and agreement with your Conquest team”
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| Sandbox | Not found Not found · Oct 17, 2026
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| Rate limits | Not found Not found · Oct 17, 2026
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| Webhooks | Not found Not found · Oct 17, 2026
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| SDKs | Not found Not found · Oct 17, 2026
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| OpenAPI spec | Not found Not found · Oct 17, 2026
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| Partner program | Not found Not found · Oct 17, 2026
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| Public integration list | Not found Not found · Oct 17, 2026
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| Ways to connect | Native API, MCP Checked on the source's own page · Oct 17, 2026“We offer an open, two-way API that lets your firm integrate our Strategic Advice Manager® (SAM)”
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MCP servers and AI connectors
- Conquest MCP Server: Remote MCP server, announced
What the docs don't say
- Conquest describes an open, two-way API but publishes no endpoints, authentication, sandbox or access process.
- The MCP page describes the server and says enabling it needs a setup and agreement with Conquest; no public endpoint is given.
Changes
No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.
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