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
#690of 7,2944places down24h39places down7d
Rank by trending score
#739of 3,07216places down24h92places down7d
Popularity score
12,347−424h+777d
Trending score
28,410−9124h+6677d
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 services108th of 990 by popularity · 101st of 446 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 106 | 12,360 | 151,170 #12 | 145places up | |
| 107 | 12,348 | 11,733 #341 | 46places down | |
| 108 | 12,347 | 28,410 #101 | 39places down | |
| 109 | 12,289 | 22,554 #157 | 26places down | |
| 110 |  Rydoo | 12,186 | 12,340 #329 | 33places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 99 |  Quiver Quant | 28,504 | 12,027 #115 | 544places down |
| 100 |  Brex | 28,493 | 15,658 #27 | 107places down |
| 101 | 28,410 | 12,347 #108 | 92places down | |
| 102 |  CoinGecko | 28,182 | 13,034 #87 | 243places up |
| 103 | 28,006 | 13,570 #71 | 180places 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