Zocks

Finance and Trading · by Zocks · Verified

Connector Analyze client conversations, patterns, and insights.

Install

In Claude, open Settings, then Connectors.
Find Zocks in the directory, or choose Add custom connector and paste the URL below.
Sign in to Zocks and review what it asks to reach.

Connector URL

https://mcp.zocks.io/v1/mcp

Claude Code

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

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

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.

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

8 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: Zocks
Runs: Remote server
Works in: Claude, Claude API, Claude Code
Sign-in: Required
Added: 2026-03-30
Source: Verified