Zocks
Claude connectorAnalyze client conversations, patterns, and insights.
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
- 8
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#730of 8,9532places down24h29places down7d
Rank by trending score
#824of 3,55113places down24h102places down7d
Popularity score
12,489+2424h+1197d
Trending score
27,637+13424h−1,1677d
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services112th of 1,227 by popularity · 125th of 531 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 110 |  EDINET DB — Japanese Listed Company Data | 12,645 | 25,018 #148 | 32places down |
| 111 | 12,633 | 17,012 #296 | 13places down | |
| 112 | 12,489 | 27,637 #125 | 29places down | |
| 113 | 12,485 | 22,920 #181 | 20places down | |
| 114 | 12,451 | 14,458 #351 | 44places down |
Also on other marketplaces
Install
claude mcp add --transport http zocks https://mcp.zocks.io/v1/mcp
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
Prompts
- tax-opportunities
- evaluate-last-meeting
- client-motivators
- topic-tracker
- planning-topic-gaps
- sentiment-trend
- Categories
- Sign-in
- Required
- Connector URL
- https://mcp.zocks.io/v1/mcp
- Transport
- Streamable HTTP
- Permissions
- Read
- Works with
- Claude, Claude API, Claude Code
- Acts on
- Contacts & leads
- Industry
- Financial services
- Added
- March 30, 2026
- More info
- Sponsorship
- Promote this connector