zocks-advisor

How to start

1. Paste the command into Claude Code and press Enter.
2. Restart Claude Code so the plugin loads.
3. Just ask Claude. Its skills step in when your request fits.

What it adds

7 skills · 1 MCP server

Skills Claude loads these when the task fits

• client-attrition-riskFinds the clients an advisor is quietly losing from their own book, ranking the households that have gone silent past their usual rhythm by how they felt last…
• client-behavioral-profileReads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or warming, and a full behavioral profile coveri…
• client-journeyBuilds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits today, a relationship tree including ben…
• held-away-radarRanked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale…
• household-review-packPrepares an annual or semi-annual household review from the last 12 to 24 months — goals then versus now, what changed in their finances and their life, the de…
• next-best-actionDeep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing Roth conversion window, RMD and IRMAA seq…
• tax-opportunity-scanBuilds a household's full tax opportunity picture from every analyzed meeting on record, across two horizons — current-year items with deadlines (deferral capa…

MCP servers Connections it sets up for you

• ZocksRemote server at mcp.zocks.io

Read from the plugin's own files in zocks-communications/zocks-agent-plugins, 26 Oct 2026.

What it needs

No keys or settings: its files ask for none. A remote server may still ask you to sign in the first time.