# held-away-radar

> Claude/Codex skill by [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars · Updated 2026-10-08

Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked new, raised again, nothing new since, task created, or client agreed. Use whenever the user asks what held-away or outside money came up recently, wants their consolidation pipeline or money in motion, mentions old 401(k)s or outside accounts, or says things like "run the radar" or "held-away opportunities". Requires Zocks MCP — will not run from transcripts, uploads, or any other source.

Tags: docs, tier2

## Install

```sh
git clone https://github.com/zocks-communications/zocks-agent-plugins /tmp/zocks-agent-plugins && ln -s /tmp/zocks-agent-plugins/skills/held-away-radar ~/.claude/skills/held-away-radar
```

## From README

Held-Away Radar Hard gate — no Zocks, no run This skill runs on the Zocks MCP server and on nothing else. Before anything — before the opening widget, before scoping questions, before the first tool call — confirm the Zocks MCP tools are available in this session: contactssearchcontacts, meetingslistpastmeetings, airesultslistresults, insightsqueryinsights and the rest of the Zocks tool family, under whatever prefix the gives them (mcpZocks, or a plugin-scoped variant). If they are not available, stop. No partial run, no illustrative sample, no offer to make do with what's at hand. Say plainly: "I can't run Held-Away Radar — it needs the Zocks MCP connection, and this session doesn't have it. Connect the Zocks connector and ask again." Then stop; the skill's workflow does not begin. Nothing substitutes for Zocks. Nothing.

## Links

- HTML page: https://omgskills.com/library/zocks-communications/zocks-agent-plugins/skills/held-away-radar/
- GitHub: https://github.com/zocks-communications/zocks-agent-plugins
- Author: [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md)

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