Zocks
Claude connectorAnalyze client conversations, patterns, and insights.
- Tools
- 8
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#618of 5,1832places down24h23places down7d
Rank by trending score
#1185of 2,45410places down24h184places down7d
Popularity score
12,192−524h+787d
Trending score
31,321+2424h+9427d
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services96th of 691 by popularity · 185th of 364 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 93 |  Tabs | 12,385 | 16places down | |
| 94 | 12,275 | 32places down | ||
| 95 |  Coinversa Pulse | 12,259 | 341places up | |
| 96 | 12,192 | 23places down | ||
| 97 | 12,168 | 3places down | ||
| 98 |  EDINET DB — Japanese Listed Company Data | 12,154 | 20places down | |
| 99 | 12,145 | 24places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 182 | 31,629 | 117places down | ||
| 183 | 31,550 | 15places down | ||
| 184 |  Sheets AI | 31,510 | 663places down | |
| 185 | 31,321 | 184places down | ||
| 186 | 30,999 | 146places down | ||
| 187 |  Memo Bank | 30,632 | — | |
| 188 | 30,607 | 114places down |
Also on other marketplaces
Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
Install
claude mcp add --transport http zocks https://mcp.zocks.io/v1/mcp
Tools
- contacts_search_contacts
- contacts_get_contact_details
- meetings_list_past_sessions
- meetings_list_upcoming_sessions
- meetings_get_transcript
- ai_results_list_results
- ai_results_get_ai_result
- ai_results_get_agent_result
Prompts
- tax-opportunities
- evaluate-last-meeting
- client-motivators
- topic-tracker
- planning-topic-gaps
- sentiment-trend
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.zocks.io/v1/mcp
- Transport
- Streamable HTTP
- Permissions
- Read
- Works with
- Claude, Claude API, Claude Code
- Acts on
- Contacts & leads
- Industry
- Financial services
- Added
- March 30, 2026
- More info