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. You can use Zocks to: Ask a question: "What can you help me do with Zocks?" Explore your data: "Summarize the most recent activity in Zocks."

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