Claude security directory

Zocks

Published by Zocks

Low risk

Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.

Security assessment

Plutonium assessed this web connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Sends your data to outside companies: Anything you share with this connector flows through one or more third-party services. Those companies see, store, and may use the data according to their own policies.

Available capabilities

This add-on exposes 8 tools or capabilities.

  • contacts_search_contacts
  • contacts_get_contact_details
  • meetings_list_past_sessions
  • meetings_list_upcoming_sessions
  • meetings_get_transcript
  • ai_results_list_results
  • ai_results_get_ai_result
  • ai_results_get_agent_result

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