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See what Claude can do when it knows your clients personally
Zocks gives Claude the personal, up-to-date picture of every client you serve, built from every conversation, so your advice is grounded in the whole relationship.
Build analyses and deliverables customized to your firm and clients
Put the full client picture behind every Claude task
Every Claude task starts with the personal picture Zocks has built of that client, including the goals, concerns, life events, family dynamics, and everything they have shared over time. You don't have to upload files, re-explain who the client is, or worry about losing what came up in previous conversations.
Create client-ready documents in minutes
Ask Claude to create an annual review letter for a specific client and it pulls the goals, open action items, and life events from Zocks, layers in data from your other MCP connected systems, and returns a polished letter formatted on your firm's template. Do the same for tax opportunity summaries, planning recap decks, and other client deliverables.
Get deep client analysis on demand
Ask Claude to analyze a household's tax opportunities, spot planning gaps, or assess how a relationship is progressing. Claude reasons across the full client picture in Zocks and the data from your other MCP connected systems, then returns a detailed analytical brief with what matters most.
Draft newsletters and social posts based on real client conversations
Ask Claude to draft a short client newsletter or LinkedIn post based on the topics and questions your clients have raised most in the last 30 days. Claude looks at the conversations you have already had and proactively addresses what your clients need.
How Claude connects to Zocks
See how Zocks works with Claude.
Connection Type
MCP (Model Context Protocol). Open standard. Zocks is a verified connector in the Claude Connector Directory.
Setup Time
Admin enables once in Claude org settings. Each advisor connects in about 60 seconds via OAuth. No code, no IT.
Access Model
Read-only. Claude can access Zocks data on demand but cannot create, edit, or delete anything.
Authentication
OAuth 2.0. Same standard used by bank-level financial applications. Claude never sees your Zocks password.
Data Scope
Each advisor's OAuth token is scoped to their own Zocks account. One advisor cannot access another advisor's clients. Enforced server-side.
What Claude Reads
Structured client intelligence: AI-generated meeting summaries, client profiles, goals, life events, planning signals, and conversation history. Not raw transcripts.
Default Prompts
Built into the Zocks connector. Tax opportunities, annual client letter, meeting prep, client motivators, topic tracker, planning topic gaps, sentiment trend, meeting evaluation.
Recommended Plan
Claude for Teams or Enterprise. On personal plans (Free, Pro, Max), Anthropic may use conversations for model training by default. Teams and Enterprise do not.
Admin Controls
MCP connectors are off by default in Claude. Admin must enable before any advisor can connect. Access revocable instantly at user or org level.
Disconnect
Instant. From Claude settings or directly from Zocks account settings.
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FAQs
Claude reads the client intelligence Zocks builds from every conversation: goals, concerns, life events, and the details a client shares over time.
A transcript is raw text, and Claude cannot do much with it beyond summarize. Zocks does the harder work first, turning every client conversation into structured, categorized intelligence, then keeping that intelligence current as the relationship grows. What Claude reads through Zocks MCP is not a transcript. It is the full picture of a client relationship, already organized into data Claude can reason across and produce grounded analysis from.
Zocks MCP is read-only and uses OAuth 2.0 authentication. Claude cannot create, edit, or delete anything in Zocks. Each advisor connects individually and can only access the clients they already see in Zocks. We recommend Claude Teams or Enterprise plans for advisors handling client data.
About 60 seconds per advisor. An admin enables Zocks as a connector in both Claude and Zocks, one time. Each advisor then goes to the Connectors tab in their Claude, searches for Zocks, and authenticates with their Zocks credentials. After that, open Claude and ask a question about a client and it will pull from their Zocks data.
Zocks MCP works with all Claude plans. We recommend Claude Teams or Enterprise for any advisor working with client data. See Claude's plan documentation for how each plan handles data.
Anything about your clients. Common prompts: "What tax topics has this client raised recently?" "Draft a year-in-review letter from our meeting history." "What planning topics should I revisit with this household?" Default prompts are built into the Zocks connector to get you started.
Claude for Financial Advisors is Anthropic's wealth management solution, launched September 14, 2026, with a library of Claude skills built for advisor workflows. Zocks is the client-context data source inside that solution. Through Zocks MCP, Claude accesses the structured client intelligence Zocks builds from every conversation, so its output reflects each client's full life and financial picture.