Zocks

official

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.

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npx add-mcp 'https://mcp.zocks.io/v1/mcp'

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Documentation

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.

An eligible provider account or plan may be required for authenticated features. Consult the official setup documentation for access requirements and client compatibility.

Setup documentation