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 11 more developer resources.

🌐 Visit website 📡 Profile data on GitHub

29.9/100 thin ▬ flat Agent 4/100 human only Front door AI 6/6 dominant Heartbeat 100/100 alive saas Full breakdown ↓
scored 2026-11-06 · rubric v0.27.0 · Show this score on your site →

AccessPaid

0 APIs 1 MCP Servers

Company Fintech WealthTech Financial Advisors Artificial Intelligence MCP Meeting Intelligence CRM

Kin Score

Kin Score How this is scored →
scored 2026-11-06 · rubric v0.27.0

Composite quality — 29.9/100 · thin

Contract Quality 0.0 / 21

Developer Ergonomics 4.9 / 17

Access Clarity 13.2 / 17

Operational Transparency 0.0 / 11

Contract Governance 1.9 / 10

Discoverability 4.7 / 9

Regulatory Posture 3.3 / 15

Agent readiness — 4/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

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 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Pagination 5 / 5

Distinct Operations 3 / 3

MCP Tool Quality 6 / 6

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Show this score on your site.

It updates itself when the score changes. Paste this where you link to your API docs:

<a href="https://apis.io/providers/zocks/"><img src="https://apis.io/badge/zocks/card.svg" alt="Zocks on APIs.io — Kin Score by API Evangelist"></a>

Other styles, a README pill and a shields.io endpoint are on the badge page.

Raise your score.

Agent readiness — checks not met, largest first (exact, from this profile):

Machine-Readable Contract +18 pts — api_specs includes an OpenAPI document
Agentic Access Contract +10 pts — agentic_access artifact present (x-agentic-access), graded by author
Machine-Readable Auth +10 pts — a served openid-configuration/oauth-authorization-server carrying `issuer` (served), else the securitySchemes class in the provider OpenAPIs — bound (mutualTLS, DPoP, Signature) > negotiable (oauth2 authorizationCode/clientCredentials, openIdConnect) > bearer (http bearer, apiKey)
Idempotency +9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented)
Stable Error Semantics +8 pts — OpenAPI $refs a shared error schema across 4xx/5xx responses (verified), else common[].type includes ErrorCatalog / ErrorCodes / DeclineCodes
A2A Agent Card +8 pts — a2a/-a2a.yml manifest, graded on conformance.grade against A2A 1.0.0

12 more unmet checks in the Agent Readiness table above.

Kin Score — facets with the most composite points still available (weight × headroom):

Contract Quality scores 0.0 — up to +25.0 composite points
Developer Ergonomics scores 28.6 — up to +14.3 composite points
Operational Transparency scores 0.0 — up to +13.0 composite points

Each check links to what satisfies it. Publish the artifact, or tell us where it already lives, and the score moves on the next scoring run.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from the provider profile at artifacts.apis.io/zocks/apis.yml: open an issue on github.com/api-evangelist/zocks to ask a question or point us at an artifact you publish. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Markets this provider is in provisional

The Kin Score Market layer reads a provider inside its market: its position, and how deep its integrations go. Depth is only comparable within a position. Provisional and unweighted: not part of the Kin Score or agent readiness.

Market	Position	Depth	Registered MCP server	Declares compatibility
Zoom App Marketplace and Partner Ecosystem (builders and partners on Zoom)	builds-on	10.1	-	-

Registered MCP server and declares compatibility are report only — not weighted. Undeclared means we found nothing we can read, so there is no number: we never infer integrations.

Standards implemented 1

Standards this provider implements or carries. De facto ones are profiled and measured by the API Commons; formal ones come from the standards directory and are linked by the provider's own tags. The evidence column says how each claim was established — not that it was made.

Model Context Protocol (MCP)

measured — observed by APIs.io (documented)

MCP Servers 1

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

Zocks

Remote MCP server over HTTP requiring OAuth.

MCP SERVER

Zocks API pricing

Prices published by Zocks, read 2026-10-07 from www.zocks.io/pricing.

Plan	Price
Essentials (annual)	$67 per user/month (billed annually) Includes: Unlimited meetings
Professional (annual)	$117 per user/month (billed annually) Includes: Everything in Essentials and more
Ultimate (annual)	$184 per user/month (billed annually) Includes: Everything in Professional and more
Essentials (monthly)	$80 per user/month (billed monthly)
Professional (monthly)	$140 per user/month (billed monthly)
Ultimate (monthly)	$220 per user/month (billed monthly)
Enterprise Platform	Contact us
Dedicated admin assistant seat	$25/mo Includes: 5/mo meetings for admin assistants

Plan details, limits and sources →

Pricing Plans 1

Published pricing tiers and plan structures.

Zocks Plans Pricing

8 plans

PLANS

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Zocks Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

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 4

Pricing, plans, and the legal terms of use

Plans

Pricing

TermsOfService

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: zocks
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: paid
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Paid
  confidence: low
  source:
  - plans
  - security
  generated: '2026-11-06'
  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: '0.23'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Fintech
- WealthTech
- Financial Advisors
- Artificial Intelligence
- MCP
- Meeting Intelligence
- CRM
tags_raw:
- 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: Plans
  url: plans/zocks-plans-pricing.yml
- 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

Zocks API — frequently asked questions

How much does the Zocks API cost?

Zocks publishes its prices; its Essentials (annual) plan is $67 per user/month (billed annually) as of 2026-10-07. APIs.io lists 8 pricing plans for Zocks, with each plan's price, limits and inclusions under Pricing on this page.

Does Zocks have an MCP server?

Yes. APIs.io lists 1 MCP server for Zocks: Remote MCP server over HTTP requiring OAuth.

Is the Zocks API ready for AI agents?

Zocks has a Kin Score of 29.9 out of 100 (thin) and an Agent Readiness score of 3.5 (human-only), scored by API Evangelist on 2026-11-06.

Work with this as data

Every provider here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for providers

9 MCP tools reach this

find_providersBrowse and filter every provider in the catalog.
get_provider_artifactsEvery artifact this provider publishes, grouped by type.
get_provider_operationsEvery operation across all of their OpenAPIs — one call instead of parsing every spec.
get_provider_toolsEvery MCP tool they ship, with the operation each wraps.
get_provider_evidenceHow each part of their score was established. Free — the basis for a claim should not sit behind it.
get_provider_ratingPRO — composite, band, trend and facet scores.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This provider

curl "https://apis.io/api/v1/providers/zocks"

All providers

curl "https://apis.io/api/v1/providers?limit=25"

Every operation they expose

curl "https://apis.io/api/v1/providers/zocks/operations?limit=25"

How their score was established

curl "https://apis.io/api/v1/providers/zocks/evidence"

Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.