Zocks agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Zocks work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Zocks

Connect Zocks once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Zocks skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only8 Zocks tools

Use the Zocks connector safely

Gives Claude the working rules for Zocks: confirm the signed-in account, pick the right contact, meeting, transcript or AI-result tool, keep searches scoped, and report denied or empty results honestly. It is read-only and asks before any change.

Use it when

Asking what a client or household has discussed across past meetings
Checking which meetings or AI results exist for a client before reading them
Troubleshooting why Zocks returns no data or an access error

Tools it uses

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

Example

What did the Johnson household say about college savings in meetings over the past year?

I found the Johnson household and reviewed 4 meetings from the last 12 months. College savings came up in 3 of them: in March they asked about 529 plan contributions, and in September they raised concern about the timing of a tuition payment. The December AI summary records a plan to revisit the topic in Q1, but the transcript does not confirm a date, so I have not stated one. Sources: the three meeting transcripts and the December AI result.

Use in RevampKeyRead the full skill →

Read-only8 Zocks tools

Prepare a client meeting brief from Zocks with AI

Builds a briefing on one household before their next meeting, covering motivators, concerns, commitments and open items, each traced to the meeting it came from. It checks which client you mean before pulling anything.

Use it when

Before a review meeting, to refresh what a household cares about
When you join a client you have not met in a while and need context
When you want the open commitments from past meetings in one place

Tools it uses

contacts_search_contacts
contacts_get_contact_details
meetings_list_upcoming_sessions
meetings_list_past_sessions
ai_results_list_results
ai_results_get_ai_result
meetings_get_transcript
ai_results_get_agent_result

Example

Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.

Harper household (Anna and Tom Harper). Reviewed 5 meetings from the last 12 months. Anna's main concern is her father's care costs, raised in two meetings. Tom wants to retire at 60, but said he is less sure about it in the March session. Open items: the life insurance review promised in May has no record of completion, and the trust documents are still outstanding. Suggested focus: start with the care costs, then ask Tom directly about the retirement date.

Use in RevampKeyRead the full skill →

Read-only6 Zocks tools

Review past meetings for compliance concerns

Scans past Zocks meeting transcripts for suitability, disclosure and conduct concerns, and reports each one with the exact quoted passage for a human reviewer. It lists candidates for review and does not judge compliance itself.

Use it when

A compliance team wants to audit a quarter of advisor meetings for disclosure gaps
An advisor manager wants to check whether fees were discussed before a product recommendation
A reviewer needs quoted evidence of risk discussions for one client's meetings

Tools it uses

contacts_search_contacts
meetings_list_past_sessions
meetings_get_transcript
ai_results_list_results
ai_results_get_ai_result
ai_results_get_agent_result

Example

Review all of Jane Park's meetings from January to March for any suitability or fee disclosure concerns, with quotes.

I reviewed 9 of 9 meetings for Jane Park between January 4 and March 28 using your Zocks account. Two items need review: on February 11 a bond ladder was recommended with no mention of liquidity limits (transcript quote included), and on March 3 fees were raised only after the client asked. The March 28 meeting shows a correction to the February point. These are candidates for your reviewer, not conclusions.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Zocks, updates them for you and removes them when you disconnect.

Download RevampKey

How Zocks skills work

Connect Zocks
The Zocks MCP server gives the agent its tools.
Ask in plain words
“Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Zocks skills

In RevampKey the skills install themselves when you connect Zocks. In other tools each skill is one folder with a SKILL.md file, and you also need the Zocks MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Zocks. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.”
Download RevampKeyConnect Zocks · 1 click
Get RevampKey to connect Zocks
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Zocks is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-meeting-brief meeting-compliance-review; do curl -fsSL --create-dirs -o .claude/skills/zocks-$s/SKILL.md https://revampkey.com/marketplace/zocks/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Zocks MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials client-meeting-brief meeting-compliance-review; do
  curl -fsSL --create-dirs -o .claude/skills/zocks-$s/SKILL.md https://revampkey.com/marketplace/zocks/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.”

Into the shared .agents/skills folder

Connect the Zocks MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials client-meeting-brief meeting-compliance-review; do
  curl -fsSL --create-dirs -o .agents/skills/zocks-$s/SKILL.md https://revampkey.com/marketplace/zocks/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.”

Into the shared .agents/skills folder

Connect the Zocks MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials client-meeting-brief meeting-compliance-review; do
  curl -fsSL --create-dirs -o .agents/skills/zocks-$s/SKILL.md https://revampkey.com/marketplace/zocks/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.”

Into the shared .agents/skills folder

Connect the Zocks MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials client-meeting-brief meeting-compliance-review; do
  curl -fsSL --create-dirs -o .agents/skills/zocks-$s/SKILL.md https://revampkey.com/marketplace/zocks/skills/$s/SKILL.md
done

Ask in plain language, for example “Brief me on the Harper household before Thursday's review, focused on what is still open from the last year.”

RevampKey or copy the files?

In RevampKey

One click when you connect Zocks
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Zocks MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Zocks skills FAQ

What is a Zocks agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Zocks skill describes one job, which Zocks tools to use in which order, what to check first and when to stop and ask you.

Do the Zocks skills change anything on their own?

3 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Zocks.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Zocks; elsewhere you copy the folders into your project or skills directory.

Do I need the Zocks MCP server too?

Yes. The skills tell the agent how to do the work; the Zocks MCP server gives it the tools to do it. The Zocks MCP setup guide covers every client.

Zocks MCP server setup · This page as Markdown

Put Zocks’s best workflows in your agent

Download RevampKey, connect Zocks and ask your first question in about a minute.

Download RevampKey Connect Zocks · 1 click

All 3 Zocks skills

Use the Zocks connector safely

Use it when

Tools it uses

Prepare a client meeting brief from Zocks with AI

Use it when

Tools it uses

Review past meetings for compliance concerns

Use it when

Tools it uses

Get all 3 without copying a file

How Zocks skills work

How to install Zocks skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Zocks skills FAQ

Put Zocks’s best workflows in your agent

Skills for related tools