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Zocks Advisor Intelligence

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers…

Plugin bundle · by zocks-communications

About

Zocks Advisor Intelligence is a plugin bundle for AI coding tools published by zocks-communications. Marketplaces we read that list it: 2 (Claude Code: claude-plugins-official, Claude: knowledge-work-plugins). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-12.

In its own words, on Claude Code: claude-plugins-official:

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.

What it asks for

  • Runs remotely

None of the marketplaces we read publishes its tools or the settings it asks for.

What it declares, asks for and runs, in full

Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.

Works with

  • Claude Code

From the marketplaces that list it and the MCP transport it declares, as each client documents them. We do not test plugins.

Connect

Commands and configs built only from what its marketplaces declare. We do not run them for you and do not test plugins.

As a Claude Code plugin

Built from what Claude Code: claude-plugins-official declares.

Claude CodeInside a Claude Code session
/plugin install zocks-advisor@claude-plugins-official

Claude Code adds this marketplace by itself, so one command is enough.

Where it is published

MarketplaceStatusVersionFiguresVerifiedFirst seen
Claude Code: claude-plugins-official (Open the source on GitHub) Listed 1.0.0 Forks (GitHub): 0
Stars (GitHub): 0
Not marked
Claude: knowledge-work-plugins (Open the source on GitHub) Listed 1.0.0 Forks (GitHub): 0
Stars (GitHub): 0
Not marked

Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.

What the bundle contains

As published on Claude Code: claude-plugins-official.

MCP servers: 1

  • Zocks

Skills: 7

  • client-attrition-risk
  • client-behavioral-profile
  • client-journey
  • held-away-radar
  • household-review-pack
  • next-best-action
  • tax-opportunity-scan

What changed

Nothing has moved on this plugin since we started watching it.

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Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.

Compared side by side

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Add it to your projects and prove you maintain it with a file in its repository, a file on your domain or a DNS record. You get alerts when a marketplace lists it, drops it, changes its verified mark or what it asks for, and its remote endpoint goes on monitoring as a web service.

Data comes from the public marketplace file https://github.com/anthropics/claude-plugins-official/blob/HEAD/.claude-plugin/marketplace.json. Data comes from the public marketplace file https://github.com/anthropics/knowledge-work-plugins/blob/HEAD/.claude-plugin/marketplace.json. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.

Where the data comes from: how the catalog is built