Zocks
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 details
https://mcp.zocks.io/v1/mcpUse the source documentation for installation instructions. No command has been inferred.
Connection source and version
Reported by 
Sources and listing details
Source listings:
- Claude connector directory · Claude tier: partner ·
Grouping basis: endpoint. Exact endpoints or package sets can be grouped automatically; other relationships require evidence review. This does not verify publisher affiliation, connection health, or equivalent capabilities.