Zocks

Analyze client conversations, patterns, and insights.

आधिकारिक दस्तावेज़

Zocks के बारे में

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

सेटअप

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