- Popularity rank
- #469
- Popularity score
- 11,923
- Trending rank
- #1232
- Tools
- 8
of 2,090
directory metric
17,426
exposed by this server
Movement
Rank, 24h
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Rank, 7d
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Score, 24h
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Score, 7d
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30-day trend
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Movement is measured against our own daily snapshots, which begin the day this site launched. Nothing to compare against yet.
About
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.
Connection
- Endpoint
- https://mcp.zocks.io/v1/mcp
- Transport
- streamable-http
- Auth
- Required
- Permissions
- Read
- Works with
- claude, claude-api, claude-code
claude mcp add --transport http zocks https://mcp.zocks.io/v1/mcp
Tools 8
- 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
- financial services