Zocks

Analyze client conversations, patterns, and insights.

공식 문서

Zocks 소개

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

설정

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