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Zocks logo — MCP server on Gumloop

Zocks

Automate meeting notes, forms, and client data for financial advisors with Zocks.

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Installation

Set up the Zocks MCP server in Gumloop

Do this once to provision your hosted server URL.

1

Create a Gumloop account

To use this MCP, you need a Gumloop account. If you don't have one yet, sign up and start a 14-day free trial.

2

Add and authorize the Zocks server

In Gumloop, open Connectors and add Zocks. Depending on the app, you'll either sign in via OAuth or paste an API key. Either way, the credential is stored securely in Gumloop.

Then use it in your client

Use in GumloopUse in Gumloop
1

Use Zocks in an agent

Once Zocks is set up, just open any Gumloop agent, add Zocks as a connector, and start chatting with the agent.

Ship Zocks agents in minutes

Connect any AI agent to 100+ MCP servers, zero setup.
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