Zocks (Claude)
Analyze client conversations, patterns, and insights.
Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/zocks. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.zocks.io/v1/mcp. Sign-in: Required. Publisher documentation: https://help.zocks.io/en/articles/14075856-connect-to-the-zocks-mcp-server. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
ai_results_get_agent_result
ai_results_get_ai_result
ai_results_list_results
contacts_get_contact_details
contacts_search_contacts
meetings_get_transcript
meetings_list_past_sessions
meetings_list_upcoming_sessions
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