ClaudeListedTier: partner
Zocks
Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
First seen 2 Oct 2026. Evidence as of 3 Oct 2026.
8
Tools
Names from the directory listing
3
Source listings
Each with its own history
0
Recorded changes
Since first seen
Tools
Names from the directory listing. Descriptions appear after a probe.
ai_results_get_agent_resultai_results_get_ai_resultai_results_list_resultscontacts_get_contact_detailscontacts_search_contactsmeetings_get_transcriptmeetings_list_past_sessionsmeetings_list_upcoming_sessions
Change history
No changes since the first observation. The first snapshot is the baseline.
| Source | Listing | First seen | Last seen | Versions |
|---|---|---|---|---|
| Claude directory (Anthropic subregistry) | 4f05b447-c6da-4f35-88f8-b078c21293bb | 2 Oct 2026 | 3 Oct 2026 | 1 |
| claude.com listing page | 4f05b447-c6da-4f35-88f8-b078c21293bb | 2 Oct 2026 | 3 Oct 2026 | 1 |
| MCPTop directory snapshot | anthropic:4f05b447-c6da-4f35-88f8-b078c21293bb | 2 Oct 2026 | 3 Oct 2026 | 1 |