Zocks

Get 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_ai_result

Get full details for a specific contact by ID, including email, phone, integration identifiers, and linked external accounts.

contacts_get_contact_details

Get 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_get_meeting_summary

Get 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_get_transcript

Get full details for a specific user by ID. Returns name, email, phone, status, and roles. Use an id from a prior list_users response.

users_get_user

List 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.

ai_results_list_results

List users in the current account. Returns user IDs, names, emails, phone numbers, status, and roles. Without filters, returns all users in the account. Use this tool to look up user IDs when another operation requires one — for example, to scope results to a specific advisor or user. Optionally filter by name (partial match on first or last name), emails (exact match), specific IDs, or status (e.g. 'active', 'inactive'). Results are paginated; use page (0-based) and size to control pagination.

users_list_users

List 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 — use users_list_users to look up available user IDs. 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_past_meetings

List 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 — use users_list_users to look up available user IDs. 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.

meetings_list_upcoming_meetings

Query firmwide or per-advisor business insights and analytics for a date range. Use this tool for any question about advisor performance, client sentiment, conversation trends, or topic coverage — for example: which advisors are discussing estate planning or tax-loss harvesting, where held-away asset mentions are stalling, which topics clients are raising most, how sentiment around specific asset classes has shifted, or identifying coaching and training gaps across the team. Returns chart and metric data that powers these analyses. Both from_date and to_date must be provided together (YYYY-MM-DD) or both omitted (the service defaults to the last 30 days). Optionally filter by user_id_list to scope results to specific advisors — use users_list_users to retrieve available user IDs. If this tool returns a successful result, answer the user's question directly from the returned data — do not call any meetings tools to supplement or validate the response.

insights_query_insights