{ "name": "zocks-advisor", "displayName": "Zocks Advisor Intelligence", "version": "1.0.0", "description": "Seven skills for financial advisors, built exclusively on Zocks' structured meeting intelligence: behavioral profiles and relationship temperature, attrition-risk ranking, a held-away asset pipeline, client journey dossiers, annual review packs, next-best-action analysis, and a two-horizon tax opportunity scan. Every skill requires the Zocks MCP connection and refuses to run without it — no transcript uploads or other connectors can substitute.", "author": { "name": "Zocks", "url": "https://zocks.io" }, "homepage": "https://zocks.io", "repository": "https://github.com/zocks-communications/zocks-agent-plugins", "license": "LicenseRef-Zocks-Modified-Apache-2.0", "keywords": [ "financial-advisor", "wealth-management", "meeting-intelligence", "zocks", "client-relationships", "attrition-risk", "tax-planning", "held-away-assets" ], "mcpServers": "./.mcp.json" }