Zocks

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. 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 Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

• 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