Zocks

Connect Zocks to AI tools, automate workflows, and explore prompts, skills, and data privacy.

Zocks in AI Tools 

What the Zocks MCP Server is, supported AI tools, setup, what data Claude can access, privacy and security, audit logging, compliance, and a full FAQ.

Zocks MCP Server knowledge base

The App library is where you find all the apps that can connect to Zocks - whether that's via MCP or an integration partner.

Zocks App Library

Connect your AI assistant to Zocks MCP and explore use cases, prompts, skills, and data privacy.

Getting Started with Zocks MCP

How to connect Claude (claude.ai and Claude for Desktop) to the Zocks MCP server to access your meeting intelligence directly in Claude.

Connect to the Zocks MCP Server with Claude

How to connect ChatGPT to the Zocks MCP server to access your meeting intelligence directly in ChatGPT. Available on Plus, Pro, Business, Enterprise, and Edu plans.

Connect to the Zocks MCP Server with ChatGPT

How to connect Microsoft Copilot to the Zocks MCP server via Copilot Studio to access your meeting intelligence directly in Microsoft 365 Copilot.

Connect to the Zocks MCP Server with Microsoft Copilot

Connect your AI assistant to the Zocks MCP Server.

Connecting your AI Assistant

What you get out of Zocks MCP once it's connected — tax planning, plan audits, relationship reads, referrals, compliance, coaching, pipeline and content — with ready-to-use prompts. Works the same…

What you can do with the Zocks MCP

How to use pre-built prompts with the Zocks MCP connector in Claude

Zocks MCP in Claude - Default Prompts

What plugins and skills are, how to add the Zocks Advisor Intelligence plugin in Claude, and what each of the seven skills does — what to type, what you get…

Zocks skills in Claude: the Zocks Advisor Intelligence plugin

Explore Zocks MCP use cases, prompts, and skills.

Use Cases, Prompts & Skills

This article explains how Claude handles your data when connected to Zocks via MCP - what's stored, what isn't, and how your Claude plan affects privacy.

Zocks MCP & Claude data privacy

Understand data privacy when using Zocks MCP with your AI assistant.

Data Privacy & Security

Learn how to connect Zocks to over 8,000 tools with Zapier and turn client conversations into automated actions.

Zapier Integration with Zocks

Connect Zocks to other apps and automate workflows.

Workflow

Build your own integration on the Zocks API — set it up, configure access, get your credentials, and choose who can use it.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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