{
  "page": "https://wealthtech.dev/products/conquest-planning",
  "title": "Conquest Planning API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/conquest-planning",
    "title": "Conquest Planning API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "conquest-planning",
    "name": "Conquest Planning",
    "vendor": "Conquest Planning Inc.",
    "website": "https://conquestplanning.com/",
    "category": "planning",
    "tier": "core",
    "company": "conquest-planning",
    "listed": true,
    "access": {
      "value": "none-found",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Vendor states an open two-way API (FAQ) but publishes no developer docs or access process. Pages tried: /platform, /resources/financial-planning-platform-faq, /en-us/digital, /solutions/mcp."
    },
    "docsUrl": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No developer documentation URL found on the pages tried."
    },
    "style": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated; the vendor says only 'open, two-way API'."
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated for the API. The MCP page says connections are authenticated and firms opt in."
    },
    "howToGetAccess": {
      "value": "For the MCP server: a short setup and agreement with the Conquest team. For the API no process is published.",
      "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/conquest-planning/conquestplanning-com-solutions-mcp.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No spec or developer portal found."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No partner-application page found on the pages tried."
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No integration list found on the pages tried."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://conquestplanning.com/resources/financial-planning-platform-faq",
      "evidence": "We offer an open, two-way API that lets your firm integrate our Strategic Advice Manager® (SAM)",
      "capture": "evidence/conquest-planning/conquestplanning-com-resources-financial-planning-platform-faq.txt",
      "note": "MCP page (conquestplanning.com/solutions/mcp): 'The Conquest MCP Server is a secure connection that brings the power of Strategic Advice Manager® into the AI tools your advisors already use.'"
    },
    "mcp": [
      "conquest-mcp"
    ],
    "whatDocsDontSay": [
      "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."
    ],
    "changelog": [],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}