zocks-advisor — Claude Code plugin: what it does, how to install
Seven meeting intelligence skills for wealth advisors. Evaluates churn risks, spots held-away accounts, and prepares household review dossiers.
/plugin install zocks-advisor@claude-plugins-official
/plugin marketplace add anthropics/claude-plugins-officialWhat zocks-advisor does
The plugin equips Claude Code with seven analytical skills built for advisory practices. Instead of combing through raw notes, it queries structured records from client conversations, tracking expressed sentiment, family relationships, commitments, and life events. Every output ties directly to a specific meeting date in the source log.
Its workflows surface attrition risks and detect outside investment accounts mentioned during calls. It can also prepare tax talking points for outside accountants. Reports run live on demand, leaving client records off local drives. Only firm visual assets like slide templates and logos save to ~/.zocks-brand/.
Operation relies strictly on an active Zocks subscription and its MCP connector. The plugin rejects raw text transcripts and generic CRM exports. Without the official connector present in the session, the skills refuse to execute.
What it helps with
- Track client sentiment and behavioral shifts before scheduled calls
- Identify households overdue for contact to mitigate attrition risk
- Catalog held-away accounts and outside inheritances mentioned in dialogue
- Assemble annual review dossiers with goal progress and open commitments
- Prepare tax planning agendas and briefing notes for CPAs
Example prompts for the agent
- Check for households at risk of churn this week using
client-attrition-risk - Generate an annual review packet for the Miller family with
household-review-pack - Scan outside accounts mentioned in recent meetings via
held-away-radar
How to install zocks-advisor
Plugin marketplace
/plugin install zocks-advisor@claude-plugins-official/plugin marketplace add anthropics/claude-plugins-officialStep by step, with commands for each platform: Claude Code plugins: marketplaces, installing, and building your own
Questions about zocks-advisor
How to install zocks-advisor in Claude Code?
Add the marketplace source first by running /plugin marketplace add anthropics/claude-plugins-official. Then install the plugin with /plugin install zocks-advisor@claude-plugins-official.
What does zocks-advisor do?
It turns structured meeting notes into advisor workflows. The tool generates client behavioral summaries, flags churn signals, tracks external assets, and drafts review agendas.
Can I feed plain text transcripts or CRM notes into it?
No, the plugin deliberately blocks external transcripts and CRM dumps. It runs solely on structured data delivered through the Zocks MCP connector.
