Zocks

Analyze client conversations, patterns, and insights.

Documentation officielle

À propos de Zocks

Zocks connects assistants to client conversation intelligence for financial advisors, including meeting insights, goals, concerns, and planning opportunities. Its connector helps surface tax, estate, and client-specific signals from interaction history.

https://mcp.zocks.io/v1/mcp

Configuration

claude mcp add zocks --transport http https://mcp.zocks.io/v1/mcp