Zocks Advisor Intelligence
Seven skills for financial advisors, built exclusively on Zocks' structured meeting intelligence: behavioral profiles and relationship temperature, attrition-risk ranking, a held-away asset pipeline, client journey dossiers, annual review packs, next-best-action analysis, and a two-horizon tax opportunity scan. Every skill requires the Zocks MCP connection and refuses to run without it — no transcript uploads or other connectors can substitute.
How to install Zocks Advisor Intelligence in Claude
- Open the Claude Marketplace listing and check which Claude products it supports.
- Follow its installation instructions in the listed client and review any authorization requests.
- Open a new session in that client. Look for the plugin’s skills or commands and follow the usage notes on the listing.
How to use Zocks Advisor Intelligence
Check the marketplace listing or publisher’s documentation for supported actions and examples.
Listing checked
Ranking history
Install rankings use counts published in the Claude catalog. Directory positions follow the order shown by Claude.
Frequently asked questions
Why can’t I find Zocks Advisor Intelligence after installing?
Check that your Claude client is supported and that you installed the plugin in the workspace or project you have open. In Claude Code, run /reload-plugins or reopen the session.