# next-best-action

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

Deep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing Roth conversion window, RMD and IRMAA sequencing, Social Security and survivor math, irreversible pension elections, tax drag, protection and estate gaps. Never the advisor's own open tasks read back. Shows the runner-ups it rejected and names who outside the firm has to act. Use whenever the user asks what to do for a client, the best move, the biggest opportunity, what they are missing with someone, or wants a household's situation analysed. For a household's full tax picture, tax-opportunity-scan is the skill. 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/next-best-action ~/.claude/skills/next-best-action
```

## From README

Next Best Action 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 Next Best Action — 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/next-best-action/
- GitHub: https://github.com/zocks-communications/zocks-agent-plugins
- Author: [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md)

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