Zocks Advisor Intelligence — Claude app

Seven skills for financial advisors, built exclusively on Zocks' structured meeting intelligence: behavioral profiles and relationship temperature, attrition-risk ranking, a held-a

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.

Store

claude

Publisher

Not reported

First observed

2026-10-09T19:00:10+00:00

Open the interactive profile to explore rank history, metrics, tools and listing versions.

Data as of 2026-10-13T21:07:23+00:00.

OpenApps records store listings and observed changes. Store ranks are not download counts; launch dates may be derived or use the first observation. Coverage gaps are shown in the interactive catalog.

REST API specification · Guide for AI clients · Manage API keys and MCP connections