Zocks

Analyze client conversations, patterns, and insights.

Tài liệu chính thức

Giới thiệu về 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

Thiết lập

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