Zocks

MCP server claude financial-services

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.

Homepage

https://help.zocks.io/en/articles/14075856-connect-to-the-zocks-mcp-server

Remote URL

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

Transport

streamable-http

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