Zocks Advisor Intelligence
Developer not provided
Seven skills for financial advisors, built exclusively on Zocks' structured meeting intelligence: behavioral profiles and relationship temperature, attrition-risk ranking, a held-away asset pipelin...
From the developer
Description
From the marketplace listing
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.
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Files & skills
Zocks Advisor Intelligence · catalog manifest
Saved declaration
{}
Catalog declarations and available plugin.json metadata are saved. Referenced skills and executable source files are not downloaded or tested. Missing components in a manifest do not prove that the plugin has none.
Technical details
- Sources
- Claude Marketplace
- First seen
- Oct 24, 2026 · 00:00 UTC
- Last seen
- Nov 7, 2026 · 06:00 UTC
- Latest observed change
- Oct 24, 2026 · 00:00 UTC
- Collection status
- Listed
- Reported installs
- Not provided
- Source badge
- Anthropic verified, as displayed by Claude Marketplace.
Installation counts are source-reported, not independently verified active users. Observation dates are not release dates.
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