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zocks-advisor

Zocks v1.0.0

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, ...

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From the developer

License

LicenseRef-Zocks-Modified-Apache-2.0

Declared components

Mcp servers

Works with

Claude Code

Description

From the marketplace listing

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.

Source repository ↗ Website ↗

What changed

Oct 3, 2026 · 22:13 UTC

Added

Catalogs updated; open the comparison for details.

View comparison →

Keywords

Files & skills

zocks-advisor · catalog manifest

Saved declaration

{
  "name": "zocks-advisor",
  "author": {
    "name": "Zocks"
  },
  "source": {
    "sha": "a3e445c139665055c2f22f25c9a9f8721a7c6355",
    "url": "https://github.com/zocks-communications/zocks-agent-plugins.git",
    "source": "url"
  },
  "category": "productivity",
  "homepage": "https://github.com/zocks-communications/zocks-agent-plugins",
  "description": "Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account."
}
zocks-advisor · catalog manifest

Saved declaration

{
  "name": "zocks-advisor",
  "source": {
    "sha": "a3e445c139665055c2f22f25c9a9f8721a7c6355",
    "url": "https://github.com/zocks-communications/zocks-agent-plugins.git",
    "source": "url"
  },
  "category": "finance",
  "homepage": "https://github.com/zocks-communications/zocks-agent-plugins",
  "description": "Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.",
  "displayName": "Zocks Advisor Intelligence"
}
zocks-advisor · catalog manifest

Mcp servers

"./.mcp.json"

Saved declaration

{
  "name": "zocks-advisor",
  "author": {
    "url": "https://zocks.io",
    "name": "Zocks"
  },
  "license": "LicenseRef-Zocks-Modified-Apache-2.0",
  "version": "1.0.0",
  "homepage": "https://zocks.io",
  "keywords": [
    "financial-advisor",
    "wealth-management",
    "meeting-intelligence",
    "zocks",
    "client-relationships",
    "attrition-risk",
    "tax-planning",
    "held-away-assets"
  ],
  "mcpServers": "./.mcp.json",
  "repository": "https://github.com/zocks-communications/zocks-agent-plugins",
  "description": "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.",
  "displayName": "Zocks Advisor Intelligence"
}

plugin.json observed Nov 6, 2026 · 10:40 UTC. Manifest source ↗

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.

Installation instructions

Official

/plugin install zocks-advisor@claude-plugins-official

Knowledge Work

/plugin marketplace add anthropics/knowledge-work-plugins
/plugin install zocks-advisor@knowledge-work-plugins

Claude Code installation documentation

Technical details
Sources
Official · Knowledge Work
First seen
Oct 3, 2026 · 21:29 UTC
Last seen
Nov 12, 2026 · 00:07 UTC
Latest observed change
Oct 3, 2026 · 22:13 UTC
Collection status
Listed
Reported installs
Not provided

Installation counts are source-reported, not independently verified active users. Observation dates are not release dates.

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