Zocks
5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
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https://www.zocks.iohttps://mcp.zocks.io/v1/mcpThis server may ask you to sign in when your AI client connects.
Last probed Nov 3, 2026 · mcp.zocks.io
#1 AI Assistant for Financial Advisors | Zocks requires sign-in before tools can be listed. Connect the MCP server to inspect the live tool list in your client.
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A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Directory coverage for brands5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today.
Use the remote MCP URL on this page in your MCP client (Claude, Cursor, VS Code, and more). Copy the endpoint if your client needs a manual entry, then complete provider sign-in when your client connects — tools appear after authentication.
This endpoint requires provider sign-in, so MCPBundles could not list tools anonymously during the last probe. After you connect and authenticate in your MCP client, your session should receive the live tool list from the provider.
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#1 AI Assistant for Financial Advisors | Zocks may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
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