Financial-Services

Zocks Connector Risk

Assess and monitor the risk of the Zocks connector in Anthropic Claude, OpenAI Codex, and Microsoft Copilot.

Analyze client conversations, patterns, and insights.

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Connector Details

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.

Permissions: Read
Type: Remote
Works With: claude, claude-api, claude-code
Categories: financial-services
Server: mcp.zocks.io/v1/mcp
Transport: streamable-http
Visibility: commercial
Author: Zocks
Added: 3/30/2026

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Tools the Zocks Connector Exposes to Anthropic Claude

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

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