Zocks
Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
- Integration type
- Connector
- Verification status
Verified connector- Platform
- Claude
- Primary Subcategory
- Meeting Notes & Call Intelligence
- Secondary Subcategories
- Conversation & Revenue IntelligenceMeeting Notes & Call Intelligence
- Brand
- Zocks
- Access
- Account required
- First tracked
- 2026-03-30
- Tool count
- 8
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is visible.
Claude Discoverability Score
Live · refreshed daily. Last refreshedZocks in Meeting Notes & Call Intelligence
What we measure
One core score. Three important factors to discoverability.
- Sets the score
Picked
· 0.3/100 - Diagnostic
Found
· 0.1/100 - Diagnostic
Positioned
· 2.8/100
Competing in Claude Meeting Notes & Call Intelligence
View CategoryWhat does 0/100 mean?
0 is Zocks's rounded picker appearance rate. It appeared in the connector picker, or Claude invoked it directly, in 0.3% of contested conversations. All three measures are important to discoverability: Picked determines the headline score, Found shows how often Claude found Zocks in connector search, and Positioned shows where it appeared in the picker.
Zocks is 10 points from Buried.
FoundDiagnostic
Whether Claude found your Connector in connector search. It must be Found before it can reach the picker, but the score counts picker appearances—not search results.
PickedMain score
How often your Connector appeared in the picker, or Claude invoked it directly, across contested conversations. This percentage is the Discoverability Score; the headline number is rounded.
PositionedDiagnostic
What position your Connector appeared in when it was shown in the picker. This shows prominence, but it does not affect the score.
8 tools agents can invoke
How do I improve a Verified connector's discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are Zocks alternatives on Claude?
As of 2026-08-14, Zocks competes with tldv, Grain, Fathom – Your Meeting Intelligence Layer, Circleback, Fireflies, Sybill, Fellow.ai, Salesloft, Attio, HubSpot, Krisp, Attention, Quo, Zoom for Claude, Granola, Webex Meetings, Read AI, Otter.ai, Wispr Flow, Plaud, Spinach AI, AI TeamsMaestro, Airepoto, Jump, Jurnie, Memoket, Owll, Platoon AI, Rimo Voice, SpeakApp, Tactiq, Textalize MCP, Timeless, TwinMind, Vibe AI, wiserwork in Claude Meeting Notes & Call Intelligence, ranked by public Discoverability Score.
Where does Zocks rank in Meeting Notes & Call Intelligence on Claude?
As of 2026-08-14, Zocks ranks #21 of 37 in Claude Meeting Notes & Call Intelligence with a Discoverability Score of 0/100 (Invisible).
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.