Financial planning
Conquest Planning MCP
Published by Conquest Planning
Plan data computed by Conquest's Strategic Advice Manager: client plans, goals and KPIs from the planning engine's own outputs. Can adjust strategies with advisor confirmation, so use read-only requests.
Remote
Enterprise
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Enterprise access arranged by your firm with Conquest Planning.
- 2.Approve read access to client plans; decline any strategy changes.
How your agent connects it
- 1.Add Conquest’s MCP server using the connection details your firm receives.
- 2.Ask the agent for planning-client counts and client age mix.
Figures, not records
Your agent reads Conquest Planning MCP directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms. In your AI assistant, your own connectors do the reading, and ValuationMCP never receives their credentials. If you connect a system in the web workbench, its credentials are stored encrypted, used only for read-only pulls you start, and deleted when you disconnect. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.