# zocks advisor — Agent Skill

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.

## At a glance

zocks-advisor is an Agent Skill by zocks-communications in the Data & Analysis category. In Claude Code it installs with `/plugin install zocks-advisor@claude-plugins-official` after adding the anthropics/claude-plugins-official marketplace; other assistants use its SKILL.md instructions as rules. Its source repository has 0 GitHub stars (as of Oct 28, 2026).

## Install

### How to install zocks advisor in Claude Code

1. Add the marketplace

```claude
/plugin marketplace add anthropics/claude-plugins-official
```

2. Install the skill

```claude
/plugin install zocks-advisor@claude-plugins-official
```

3. Use it

   These are slash commands for a Claude Code session, not your shell. Claude auto-invokes the skill when your request matches its description — or type its slash command if it exposes one.

### How to install zocks advisor in Claude Desktop

1. Clone the source

```bash
git clone https://github.com/zocks-communications/zocks-agent-plugins.git
```

2. Add the SKILL.md to your Skills folder

   Settings → Capabilities → Skills → add the folder containing SKILL.md. Claude picks it up automatically.

### How to install zocks advisor in Cursor

1. Clone the source

```bash
git clone https://github.com/zocks-communications/zocks-agent-plugins.git
```

2. Convert to a Cursor rule

   Create .cursor/rules/zocks-advisor.mdc and paste the SKILL.md body. Set `alwaysApply` or a glob so the Agent loads it in context.

### How to install zocks advisor in Codex CLI

1. Clone the source

```bash
git clone https://github.com/zocks-communications/zocks-agent-plugins.git
```

2. Reference in AGENTS.md

   Add the skill's instructions (or a link) to AGENTS.md at your repo root — Codex reads it on every run.

### How to install zocks advisor in Windsurf

1. Clone the source

```bash
git clone https://github.com/zocks-communications/zocks-agent-plugins.git
```

2. Add to your rules / context

   Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.

### How to install zocks advisor in Cline

1. Clone the source

```bash
git clone https://github.com/zocks-communications/zocks-agent-plugins.git
```

2. Add to your rules / context

   Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.

### How to install zocks advisor in VS Code

1. Clone the source

```bash
git clone https://github.com/zocks-communications/zocks-agent-plugins.git
```

2. Add to your rules / context

   Paste the SKILL.md instructions into this tool's custom rules or workspace instructions so the agent follows them.

Source: https://github.com/zocks-communications/zocks-agent-plugins

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Source: https://mcp-skills-hub.vercel.app/skills/zocks-advisor · MCP Skills Hub · data as of 2026-10-28T12:31:05Z