generated: '2026-07-21'
method: searched
status: published
source: https://help.zocks.io/en/collections/19244570-zocks-mcp-server
docs:
  overview: https://help.zocks.io/en/collections/19244570-zocks-mcp-server
  knowledge_base: https://help.zocks.io/en/articles/15331595-zocks-mcp-server-knowledge-base
  connect_claude: https://help.zocks.io/en/articles/15445296-connect-to-the-zocks-mcp-server-with-claude
  connect_chatgpt: https://help.zocks.io/en/articles/15445298-connect-to-the-zocks-mcp-server-with-chatgpt
  connect_copilot: https://help.zocks.io/en/articles/15445299-connect-to-the-zocks-mcp-server-with-microsoft-copilot
  data_privacy: https://help.zocks.io/en/articles/14172796-zocks-mcp-claude-data-privacy
server:
  name: Zocks
  transport: http
  auth: oauth2
  note: Hosted/remote MCP server offered by Zocks and installed as a connector inside the AI client (Claude,
    ChatGPT, Microsoft Copilot via Copilot Studio). The public docs do not publish a manually enterable
    endpoint URL — connection is via each client's connector catalog ("Zocks") plus an OAuth 2.0 sign-in.
    Requires OAuth 2.0 and Streamable HTTP transport support on the client side.
supported_clients:
- Claude (claude.ai and Claude for Desktop)
- ChatGPT (Plus, Pro, Business, Enterprise, Edu)
- Microsoft Copilot (via Copilot Studio)
audit_logging: 'Zocks logs MCP activity at the tool-call level: which user triggered a read, through which
  AI tool, when, and what data was accessed.'
data_access:
  can_read:
  - meeting transcripts
  - meeting summaries
  - meeting results / outputs
  - conversation insights
  - contact records
  - household records
  cannot_access:
  - CRM systems
  - portfolio / custodial data
  - financial planning tools
default_prompts:
- name: Tax Opportunities
  description: Identifies tax-planning opportunities cited to source meetings.
- name: Evaluate Last Meeting
  description: Scores recent meetings with compliance flags.
- name: Client Motivators
  description: Profiles client drivers with suggested actions.
- name: Topic Tracker
  description: Follows a single topic across meetings.
- name: Planning Topic Gaps
  description: Maps meetings against ten core planning topics.
- name: Sentiment Trend
  description: Analyzes engagement over time for retention risk.
- name: Annual Client Letter
  description: Generates a personalized year-in-review letter.
deployment:
  mode: remote
  verified: searched
  checked: '2026-08-12'
  source: catalog MCP census