zocks.io
Zocks is an AI meeting intelligence and workflow platform for financial advisors. It captures and structures client conversation data to help with notes, CRM updates, planning workflows, and client insights.
Zocks exposes a remotely hosted MCP server at `https://mcp.zocks.io/v1/mcp` using streamable HTTP and user OAuth 2.0 via Zocks login; no public REST, GraphQL, or CLI surface was found in public docs.
- Zocks MCP Serverdiscovered
Have a Zocks admin enable the relevant AI tool in the Zocks App Library first (see the Zocks MCP help articles). Then each user connects their own Zocks account from the AI client: in Claude, open Settings → Connectors and connect Zocks; in ChatGPT, open Settings → Apps and connect Zocks; in Microsoft Copilot Studio or the published agent flow, sign in to Zocks and approve access. The login entry point is Zocks login.
conventions · 1/8 published
- integrations.json✗
/.well-known/integrations.json - llms.txt✓https://zocks.io/llms.txt
- API catalog✗
/.well-known/api-catalog - OpenAPI document✗
/api/schema/, /openapi.json, /swagger.json, /api/openapi.json, or /v1/openapi.json - MCP server card✗
/.well-known/mcp/server-card.json - OAuth protected resource✗
/.well-known/oauth-protected-resource - Agent card✗
/.well-known/agent-card.json - Agent skills✗
/.well-known/agent-skills/index.json
Publish these signals → /publishing