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Zocks introduces Zocks MCP, built on the Model Context Protocol, enabling financial advisors to connect rich client intelligence to general-purpose AI tools like Claude and ChatGPT for personalized, compliant client work in minutes.
Zocks, the privacy-first AI assistant for financial services, has launched Zocks MCP. This new capability connects Zocks’ client intelligence and data to general-purpose AI tools, allowing financial advisors to produce highly specific, personalized client work directly through platforms like Claude and ChatGPT.
Zocks MCP is built on the Model Context Protocol (MCP), an open standard that enables AI tools to search, read, and reason over external sources of information using natural language. Zocks automatically captures client information from conversations, meetings, email, and documents, transforming it into structured, searchable, and connected data that builds a comprehensive client profile over time.
Previously, the rich client insights captured by Zocks — including evolving financial goals, concerns, and planning signals — were inaccessible to external AI tools. Advisors had to rely on manual copy-pasting, which was time-consuming and introduced compliance risks. Zocks MCP eliminates this barrier by securely bridging detailed client intelligence to the wider AI ecosystem.
The platform maintains the same high standards of security, authentication, access controls, and auditability that apply across all Zocks integrations. This ensures advisors can leverage powerful AI tools while remaining compliant with industry regulations.
Zocks MCP enables advisors to perform advanced, context-aware tasks with general-purpose AI tools, including:
These capabilities allow work that previously required hours of information gathering to be completed in minutes, with outputs that reflect the specific details of each client relationship rather than generic templates.
Because MCP is an open standard, Zocks data can integrate with any compatible AI tool, including applications like Claude Cowork and institutional data connectors such as FactSet, MSCI, S&P Global, and LSEG. This connectivity allows AI agents to run complete workflows — from flagging clients needing follow-up to triggering personalized outreach and generating deliverables — through a single prompt.
"AI tools like Claude have fundamentally changed the way we process information and the speed at which we work, but these tools are only as useful as the inputs and context they can access," said Mark Gilbert, CEO of Zocks. "Everything meaningful an advisor knows about a client originates in their conversations, often over time. Zocks is the system that captures that knowledge across a client’s entire history, and our new Zocks MCP securely connects that structured data to the firm’s AI ecosystem. Advisors can ask, create, and analyze at a very personalized, granular level in minutes, which lets them move faster, deliver better service, and grow more business.”
Zocks MCP is available now in the Claude Connectors Directory, with additional integrations to follow. Setup requires no code or IT involvement and takes only minutes.
This launch is particularly relevant for SaaS and technology solutions serving the wealth management and financial advisory industry, where secure, context-aware AI integration can drive both efficiency and client relationship growth.
About Zocks
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth.
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