Overview
Zocks MCP gives other AI tools the client context they're missing. It connects every client conversation, life event, and planning detail Zocks has captured to Claude, ChatGPT, Copilot, and your firm's AI tools, so advisors produce personalized client-ready materials instead of generic ones: tax opportunity summaries from actual conversations, year-in-review letters that reflect what changed in a client's life, and meeting presentations pulled from the full relationship history.
