Zocks

by Zocks

SSE

285 downloads

Not rated

Website

About

Analyze client conversations, patterns, and insights.

Details

Author: Zocks
Downloads: 285
Transport: SSE
Categories: Search

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Zocks

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

From the repository

{
  "mcpServers": {
    "zocks": {
      "type": "http",
      "url": "https://mcp.zocks.io/v1/mcp"
    }
  }
}

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "zocks": {
            "zocks": {
                "type": "http",
                "url": "https://mcp.zocks.io/v1/mcp"
            }
        }
    }
}

McpServers

{
    "zocks": {
        "type": "http",
        "url": "https://mcp.zocks.io/v1/mcp"
    }
}

Zocks connects assistants to client conversation intelligence for financial advisors, including meeting insights, goals, concerns, and planning opportunities. Its connector helps surface tax, estate, and client-specific signals from interaction history.

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Zocks

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Details

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Setting up with Highlight

Setting up with Cursor

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Setting up with Claude Desktop

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Setting up with Windsurf

JSON

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Setting up with Cline

JSON

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Setting up with Goose

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From the repository

Claude Desktop / Cursor

McpServers

Install

About

Details

Jump to

Setting up with Highlight

From the repository

Claude Desktop / Cursor

McpServers

Install

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