# Zocks agent skills for Claude Code, Cursor and RevampKey

> Ready-made Zocks playbooks for AI agents: prepare a client meeting brief from Zocks with AI, review past meetings for compliance concerns. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Zocks connector safely](https://revampkey.com/marketplace/zocks/skills/essentials.md): 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.
- [Prepare a client meeting brief from Zocks with AI](https://revampkey.com/marketplace/zocks/skills/client-meeting-brief.md): 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.
- [Review past meetings for compliance concerns](https://revampkey.com/marketplace/zocks/skills/meeting-compliance-review.md): 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.

## Install

- RevampKey: connect Zocks at https://revampkey.com/marketplace/zocks; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/zocks.md