# Zocks

**Canonical:** https://apis.io/providers/zocks/  
**Website:** https://www.zocks.io  
**APIs profiled:** 0

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.

## Kin Score — 22.9 / 100 (emerging)

Scored 2026-08-19 under rubric 0.12.0. Trend: flat (-1.8 from 24.7).

| Facet | Score |
|---|---|
| Discoverability | 57.4 |
| Contract Quality | 0.0 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 28.6 |
| Commercial Clarity | 46.1 |
| Access Clarity | 46.1 |

## Agent readiness — 4.1 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | documented |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## MCP servers (1)

- **zocks-mcp.yml**

## Security (1)

- **Zocks Domain Security** — TLSv1.3 · HSTS · DMARC

## Tags

Company, Fintech, Wealthtech, Financial Advisors, Artificial Intelligence, MCP, Meeting Intelligence, CRM

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/zocks/). Scores are computed from the provider's own public artifacts under a published rubric.