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…
Pacote de plugins · de zocks-communications
Resumo
Zocks Advisor Intelligence é um pacote de plugins para ferramentas de programação com IA publicado por zocks-communications. Marketplaces que lemos e que o listam: 2 (Claude Code: claude-plugins-official, Claude: knowledge-work-plugins). Vimos pela primeira vez em 2026-10-11 e não registramos mudanças desde então. Conforme nossa passagem pelos marketplaces em 2026-10-12.
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.
O que pede
- Roda remotamente
Nenhum dos marketplaces que lemos publica as ferramentas ou as configurações que ele pede.
O que declara, pede e executa, por completo
Instale apenas plugins de desenvolvedores em quem você confia. Mostramos o que os marketplaces publicam e não testamos plugins.
Conectar
Comandos e configurações gerados apenas a partir do que os marketplaces declaram. Não os executamos por você e não testamos plugins.
Como plugin do Claude Code
Gerado a partir do que Claude Code: claude-plugins-official declara.
/plugin install zocks-advisor@claude-plugins-official
O Claude Code adiciona esse marketplace sozinho, então basta um comando.
Onde está publicado
| Marketplace | Status | Versão | Números | Verificado | Visto pela primeira vez |
|---|---|---|---|---|---|
| Claude Code: claude-plugins-official (Abrir o código no GitHub) | Listado | 1.0.0 | Forks (GitHub): 0 Estrelas (GitHub): 0 |
Sem marcação | |
| Claude: knowledge-work-plugins (Abrir o código no GitHub) | Listado | 1.0.0 | Forks (GitHub): 0 Estrelas (GitHub): 0 |
Sem marcação |
Cada número é do próprio marketplace e nunca é somado entre marketplaces. Um marketplace que não publica números não mostra nenhum: sem número não é zero.
O que o pacote contém
Conforme publicado em Claude Code: claude-plugins-official.
Servidores MCP: 1
Zocks
Skills: 7
client-attrition-riskclient-behavioral-profileclient-journeyheld-away-radarhousehold-review-packnext-best-actiontax-opportunity-scan
O que mudou
Nada mudou neste plugin desde que começamos a acompanhá-lo.
Plugins semelhantes
Produtos cujos próprios nomes, descrições, ferramentas e skills são os mais próximos deste pelo significado, em todos os marketplaces que lemos. A proximidade é ordenada apenas dentro desta lista.
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
AI-powered consulting tools for proposals, client management, and business development.
-
Pull account summaries, deal insights, and call briefs.
-
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
AI-powered board deck generation and governance reporting for private equity firms.
-
ppl - Personal CRM for AI Agents
Personal CRM operated by AI agents. Read relationship context before acting, write back after.
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Thrivee — Personal Finance Intelligence
Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.
-
AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
Plugins semelhantes por marketplace
A mesma pergunta feita a cada marketplace separadamente: existe lá um equivalente deste plugin?
Listado em Claude Code: claude-plugins-community (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Turn Claude into your GTM analyst. Query accounts, deals, calls, and pipeline data with natural language — powered by Attive's unified data graph.
-
Prospect, enrich leads, load outreach sequences, and query sales analytics with Apollo.io — one-click MCP server integration for Claude Code and Cowork.
-
Official Slice plugin for Claude. Ask Claude about your cap table, grants, share classes, ESOP pools, compliance posture, valuations, workflows, and exit waterfalls - all through…
-
Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds. Covers covenant compliance, EBITDA adjustments, IC memo generation…
Listado em Claude Code: claude-plugins-official (5)
-
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
Listado em Claude: knowledge-work-plugins (5)
-
Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
-
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
Listado em Codex: openai-curated (openai/plugins) (5)
-
Bring operational data and context into the flow of your ChatGPT conversations. You can ask questions, create and update records, and analyze your data—all through conversation…
-
Analyze Mixpanel data with the mixpanel_headless Python SDK and Codex skills.
-
Connect Google Calendar for scheduling, availability, daily briefs, and event management.
-
PostHog gives your AI agent direct access to your product analytics, feature flags, experiments, error tracking, surveys, logs, and LLM analytics. Ask questions about your data…
-
Answer product and business questions with data
Listado em Community GitHub marketplaces (5)
-
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting
FastMCP seed raise pipeline tracker — syncs from Obsidian CRM, generates meeting prep, tracks…
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
Listado em Copilot CLI: github/awesome-copilot (5)
-
Query Anarlog meetings locally, or connect through OAuth to read opted-in Cloud snapshots.
-
Explore grouped customer feedback signals by impact and drill into a theme to guide product next steps.
-
Comprehensive collection for building declarative agents with Model Context Protocol integration for Microsoft 365 Copilot
-
Self-configuring status briefing generator. Learns your communication style from examples, discovers your data sources, and produces draft updates for any audience on demand.
-
See your local Copilot token usage by day, model, and session, and get tips to use it more efficiently.
Listado em Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
model-apps
Build and deploy Power Apps generative pages for model-driven apps with specialist agents for planning, entity creation, and parallel code generation. Requires PAC CLI >= 2.7.0…
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
Listado em Cursor: cursor/plugins (5)
Listado em Docker MCP Catalog (5)
-
A Model Context Protocol (MCP) server for querying deals and evaluations from the Opine CRM API.
-
mcp-explorium ai.explorium/mcp-explorium
Access live company and contact data from Explorium's AgentSource B2B platform.
-
Streamline sales processes with integrated calling, email, SMS, and automated workflows for small and scaling businesses.
-
Read and write access to Airtable database schemas, tables, and records.
-
Audiense Insights MCP Server is a server based on the Model Context Protocol (MCP) that allows Claude and other MCP-compatible clients to interact with your Audiense Insights…
Listado em Official MCP Registry (5)
-
AI-powered consulting tools for proposals, client management, and business development.
-
AI-powered board deck generation and governance reporting for private equity firms.
-
ppl - Personal CRM for AI Agents
Personal CRM operated by AI agents. Read relationship context before acting, write back after.
-
Thrivee — Personal Finance Intelligence
Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.
-
AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
Encontrados pelo significado, não por código ou repositório em comum: plugins semelhantes continuam sendo produtos distintos, e isto não é uma avaliação nem uma recomendação.
Comparada lado a lado
Este plugin é seu?
Comprove que você mantém o plugin com um arquivo no repositório, um arquivo no seu domínio ou um registro DNS. Você recebe alertas quando um marketplace o publica, o remove, muda o selo de verificado ou o que ele pede, e pode colocar o endpoint remoto em monitoramento como serviço web.
Dados de Claude Code: claude-plugins-official. Dados de Claude: knowledge-work-plugins. Os números vêm das nossas próprias passagens regulares pelos marketplaces, última leitura em . Não publicamos dados de contato dos editores de plugins.