Use the Zocks MCP server to bring your meeting intelligence directly into Claude. This lets you ask open-ended questions about client conversations, surface insights from conversations, and interact with Zocks data in the AI tools you already use.
Use cases
The Zocks MCP server makes your client intelligence available directly inside Claude. You can ask natural questions and get synthesized answers grounded in your actual meeting data.
With the Zocks MCP, you can:
Surface a client's motivators, concerns, and goals across all past meetings
Retrieve everything discussed with a household on any topic over a given time period
Score and evaluate your most recent advisor meetings
Identify financial planning gaps for any household
Track client sentiment and engagement trends over time
Scan meeting transcripts for compliance and suitability concerns
Identify referral opportunities hidden in client conversations
Build discovery talk tracks and coaching tools from real advisor meetings
And more!
How it works
The Zocks MCP server is a remotely hosted service that makes your firm's meeting intelligence available to any AI client that supports the Model Context Protocol. When you ask Claude a question about a client or meeting, Claude recognizes that it needs Zocks data, queries through MCP, and responds using your actual transcripts and AI-generated summaries.
When connected, the server:
Authenticates users via OAuth 2.0 through your Zocks login - meaning no passwords shared with Claude
Provides access only to meetings and data the authenticated user is already authorized to see in Zocks
Allows Claude to interpret your question naturally while Zocks supplies the grounded, sourced meeting data
Note: Claude handles question interpretation and language generation. Zocks provides the underlying intelligence. This means you can ask open-ended questions like "What did the Johnson family discuss about college planning?".
Prerequisites
Before any user in your organization can connect to Zocks' MCP server:
Claude access must be enabled in Zocks. Follow steps described in this article.
Each connecting user must have an active Zocks account with access to the relevant meetings.
Your AI tool must support OAuth 2.0 authentication and Streamable HTTP transport. Claude supports OAuth 2.0.
Connect Claude to Zocks MCP
Claude.ai and Claude for Desktop
For both claude.ai and Claude for Desktop, an Admin (Claude Admin, not Zocks Admin) must first add Zocks as a connector before other Claude users in the organization can connect.
Admin setup (one-time):
Select your profile icon in the bottom-left corner of Claude, then select Admin settings.
Open the Connectors tab, then select Browse connectors at the bottom of the list.
Search for Zocks in the search box and select it.
Select Connect. This adds Zocks to the list of available connectors for your organization.
User setup (each user connects their own account):
Select your profile icon in the bottom-left corner of Claude, then select Settings.
Open the Connectors tab.
Next to the Zocks connector, select Connect.
If prompted, sign in to your Zocks account, then select Allow to grant Claude access to your Zocks data.
You are redirected to the Connectors page, where the Zocks connector displays with a Configure option. Select this to view each MCP tool available and choose whether to set tools to Always allow or Needs approval. By default, tools are set to Needs approval, which means Claude will ask for your confirmation before running a Zocks query.
Tip: Setting frequently-used tools to Always allow makes your workflow faster. You can change this at any time from the Connectors settings page.
Troubleshooting
Authentication error during sign-in — Verify you are signing in with the same account you use for Zocks. Check that your Zocks account is active and in good standing.
Claude returns no data for a client — Confirm you have access to that client's meetings in Zocks. MCP respects the same permissions as your Zocks account.
Claude asks for approval on every prompt — In your Connectors settings, set the relevant Zocks tools to Always allow.
For additional help, contact Zocks Support at [email protected]