ai_results_get_ai_result
ChatGPTGet a specific AI result by its unique ID. Returns the full output produced by an AI feature during a meeting, such as detected discussion topics, sentiment scores, or key takeaways. Includes the result type, processing status, and the structured data. Use an id from the ai_results.items in a prior list_results response.
ai_results_get_meeting_summary
ChatGPTGet a specific AI-generated meeting summary by its unique ID. Returns the full meeting summary output including the structured summary data, the originating agent reference, and timestamps. Use an id from the meeting_summaries.items in a prior list_results response.
ai_results_list_results
ChatGPTList AI-generated results for a specific meeting. Returns two independently paginated sections: ai_results containing AI-powered meeting insights such as topic detection, sentiment analysis, and key takeaways; and meeting_summaries containing AI-generated narrative meeting summary outputs. Use ai_result_page/ai_result_size and meeting_summary_page/meeting_summary_size to control pagination separately. Set a size to 0 to skip fetching that section entirely. Use room_id and session_id from a prior meetings listing response.
contacts_get_contact_details
ChatGPTGet full details for a specific contact by ID, including email, phone, integration identifiers, and linked external accounts.
contacts_search_contacts
ChatGPTSearch for contacts by name, email, or other terms in Zocks. Returns matching contacts with their name, email, phone, and linked integration details.
meetings_get_transcript
ChatGPTGet the full transcript of a meeting. Returns timestamped segments with participant identification and transcript. Use room_id and session_id from a prior meetings listing response.
meetings_list_past_meetings
ChatGPTList past meetings (before now), sorted by most recent first. Only returns AI-analyzed meetings. Without filters, returns meetings across all advisors in the organization. Pass advisor_id='{user_id}' to show only the current advisor's meetings (use when user says 'my meetings'). Pass a specific advisor ID to query another advisor's meetings. Optionally filter by contact_id. Optionally filter by date range using from_date and to_date (ISO 8601 format, e.g. '2024-01-15' or '2024-01-15T14:00:00'). to_date must not be in the future. Both are optional, omit to_date to get all past meetings from a given date, or omit from_date to get all past meetings up to a given date. Use room_id and session_id from results to fetch transcripts or AI results.
meetings_list_upcoming_meetings
ChatGPTList upcoming meetings (from now onward), sorted by soonest first. Without filters, returns meetings across all advisors in the organization. Pass advisor_id='{user_id}' to show only the current advisor's meetings (use when user says 'my meetings'). Pass a specific advisor ID to query another advisor's meetings. Optionally filter by contact_id. Optionally filter by date range using from_date and to_date (ISO 8601 format, e.g. '2025-06-15' or '2025-06-15T14:00:00'). from_date must not be in the past. Both are optional, omit to_date to get all upcoming meetings from a given date, or omit from_date to get all upcoming meetings up to a given date. Use room_id and session_id from results to fetch transcripts or AI results.
Zocks tools
ClaudeZocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.
ai_results_get_agent_result
Claudeai_results_get_ai_result
Claudeai_results_list_results
Claudecontacts_get_contact_details
Claudecontacts_search_contacts
Claudemeetings_get_transcript
Claudemeetings_list_past_sessions
Claudemeetings_list_upcoming_sessions
Claude
