Does Zocks have an MCP server?

The server is explicitly read-only by design (per https://help.zocks.io/en/articles/15331595-zocks-mcp-server-knowledge-base), which is a smaller and safer surface than a write-capable connector for a tool holding advisor meeting notes and client household detail.

Meeting-intelligence content is a mix of transcribed fact and the notetaker's own summarization; treat any client-specific detail an agent surfaces from Zocks as a draft to verify against the original meeting record before it reaches a client deliverable or a CRM entry. Claims here have not been independently tested. Start with read-only scopes where available and keep client-side approval prompts on. A directory listing is not an endorsement.