Zocks

Official status unknown8 tools reported1 source

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.

Connection details

Remote endpoint
Official status unknown
Transport not established · Authentication not established
```
https://mcp.zocks.io/v1/mcp
```
Use the source documentation for installation instructions. No command has been inferred.
Connection source and version
Reported by Claude connector directory

8 tool names reported

Source-declared tools. Availability can depend on the connection and permissions; these are not runtime test results.

Claude connector directory ↗ · Observed 2026-11-01 · Completeness not established

contacts_search_contacts
contacts_get_contact_details
meetings_list_past_sessions
meetings_list_upcoming_sessions
meetings_get_transcript
ai_results_list_results
ai_results_get_ai_result
ai_results_get_agent_result

Sources and provenance

Claude connector directoryClaude tier: partner · Observed 2026-11-01

Grouping basis: endpoint. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.

Connection details

Remote endpoint

8 tool names reported

Sources and provenance