zocks.meetings_get_transcript high conf mediumOBO
Pulls the word-for-word record of a private advisory conversation, which routinely contains account balances, family circumstances and other nonpublic personal information.
zocks.ai_results_get_ai_result medium conf lowaudit
Exposes Zocks' AI-derived summary of a client meeting, condensing that client's goals, concerns and financial picture into one retrievable record.
zocks.ai_results_get_agent_result medium conf lowaudit
Returns the output of an AI agent run whose payload is undocumented and may carry client-derived findings beyond what the caller intended to read.
All other tools (5)
zocks.ai_results_list_results low conf mediumallow
Indexes which AI results exist and for which meetings, giving the caller a map of available analysis without returning its content.
zocks.contacts_get_contact_details medium conf mediumaudit
Surfaces one client's profile — contact data and the personal and financial context Zocks has captured about them — in a single call.
zocks.contacts_search_contacts medium conf mediumaudit
Enumerates the advisor's client book, exposing the identities of individuals in an advisory relationship to whoever drives the agent.
zocks.meetings_list_past_sessions low conf mediumallow
Returns the advisor's meeting history as metadata, revealing who was met and when without exposing conversation content.
zocks.meetings_list_upcoming_sessions low conf mediumallow
Reveals the advisor's forward calendar of client sessions, useful for prep and low-impact to read.