Zocks

Zocks is an AI assistant for financial advisors that captures client conversations and automates the administrative side of advice — meeting note-taking with speaker attribution, meeting preparation, intake and account form filling, client email drafting, document intelligence, and centralized client/household profiles. Captured client intelligence syncs across CRM and wealth-management systems including Wealthbox, HubSpot, Salesforce, Redtail, Practifi, eMoney, and Orion, with Zoom and Google Meet as meeting sources. Rather than a public REST API, Zocks exposes this intelligence to AI tools through an official hosted MCP server secured with OAuth 2.0 over Streamable HTTP, installable as a connector in Claude, ChatGPT, and Microsoft Copilot with tool-call-level audit logging. The company is SOC 2 Type 2 certified and was surfaced as a portfolio company of QED Investors. Sector: fintech / wealthtech.

Zocks is profiled on the APIs.io network. Tagged areas include Company, Fintech, Wealthtech, Financial Advisors, and Artificial Intelligence.

Zocks’ developer surface includes documentation, support, getting-started guide, engineering blog, pricing, signup flow, and 10 more developer resources.

🌐 Visit website 📡 Source on GitHub

24.2/100 emerging ▬ flat Agent 15/100 agent aware Full breakdown ↓
scored 2026-07-27 · rubric v0.5

0 APIs 1 MCP Servers

CompanyFintechWealthtechFinancial AdvisorsArtificial IntelligenceMCPMeeting IntelligenceCRM

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 24.2/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 7.0 / 20

Commercial Clarity 10.5 / 20

Operational Transparency 0.0 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 15/100 · agent aware

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 12 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 4 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/zocks: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

Get Started 3

Portal, sign-up, and the first successful call

GettingStarted

GettingStarted

SignUp

SignUp

Login

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Agent Surfaces 3

MCP servers, agent skills, and machine-readable catalogs

MCPServer

MCPServer

WellKnown

WellKnown

LLMsTxt

LLMsTxt

Design & Contract 1

Pagination, idempotency, versioning, errors, and events

Conformance

Conformance

Access & Security 2

Authentication, authorization, and security posture

Compliance

Compliance

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 3

Pricing, plans, and the legal terms of use

Pricing

Pricing

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: zocks
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/zocks.png
name: Zocks
description: 'Zocks is an AI assistant for financial advisors that captures client conversations and automates the administrative
  side of advice — meeting note-taking with speaker attribution, meeting preparation, intake and account form filling, client
  email drafting, document intelligence, and centralized client/household profiles. Captured client intelligence syncs across
  CRM and wealth-management systems including Wealthbox, HubSpot, Salesforce, Redtail, Practifi, eMoney, and Orion, with Zoom
  and Google Meet as meeting sources. Rather than a public REST API, Zocks exposes this intelligence to AI tools through an
  official hosted MCP server secured with OAuth 2.0 over Streamable HTTP, installable as a connector in Claude, ChatGPT, and
  Microsoft Copilot with tool-call-level audit logging. The company is SOC 2 Type 2 certified and was surfaced as a portfolio
  company of QED Investors. Sector: fintech / wealthtech.'
url: https://raw.githubusercontent.com/api-evangelist/zocks/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- qed-investors
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Fintech
- Wealthtech
- Financial Advisors
- Artificial Intelligence
- MCP
- Meeting Intelligence
- CRM
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.zocks.io
- type: Documentation
  url: https://help.zocks.io/en/
- type: Support
  url: https://help.zocks.io/en/
- type: GettingStarted
  url: https://academy.zocks.io/
- type: Blog
  url: https://www.zocks.io/resources/blog
- type: Pricing
  url: https://www.zocks.io/pricing
- type: SignUp
  url: https://console.zocks.io/signup
- type: Login
  url: https://console.zocks.io/login
- type: TermsOfService
  url: https://www.zocks.io/terms-of-service
- type: PrivacyPolicy
  url: https://www.zocks.io/privacy-policy
- type: MCPServer
  url: mcp/zocks-mcp.yml
- type: Compliance
  url: https://www.zocks.io/security
- type: Conformance
  url: conformance/zocks-conformance.yml
- type: DomainSecurity
  url: security/zocks-domain-security.yml
- type: WellKnown
  url: well-known/zocks-well-known.yml
- type: LLMsTxt
  url: llms/zocks-llms.txt
x-enrichment:
  date: '2026-07-21'
  status: enriched
  artifacts_added: 5
  pass: local-v1