About X1 Wealth
X1 Wealth is an MCP server that lets an existing AI assistant work with a household’s trusts, entities, properties, policies, and documents in X1, returning sourced answers or declining. The service is operated by X1 Wealth and is not open source.
Key features
- 01Answer questions from household records with citations
- 02Find, read, and compare documents
- 03Review capital-call notices and open questions
- 04Prepare for advisor meetings from existing records
- 05Prepare record changes subject to approval
Use cases
- 01Review documents related to trusts and entities
- 02Check notice deadlines and items to verify before payment
- 03Prepare for a meeting with an advisor, CPA, or attorney
MCP support
The remote MCP server uses Streamable HTTP and OAuth with dynamic client registration; eligible accounts can also use X1 API keys. Available tools depend on account permissions and the connected app.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.x1wealth.com/mcpclaude mcp add --transport http com-x1wealth-x1 https://mcp.x1wealth.com/mcp{"mcpServers":{"com-x1wealth-x1":{"type":"http","url":"https://mcp.x1wealth.com/mcp"}}}Open in Cursor{"servers":{"com-x1wealth-x1":{"type":"http","url":"https://mcp.x1wealth.com/mcp"}}}Open in VS Code{"mcpServers":{"com-x1wealth-x1":{"type":"http","url":"https://mcp.x1wealth.com/mcp"}}}{"mcpServers":{"com-x1wealth-x1":{"serverUrl":"https://mcp.x1wealth.com/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEX1 Wealth MCP server
X1 is building an AI family office that adapts to your family's financial life, so you don't have to run it all yourself. This MCP server lets the AI assistant you already use work from your X1 household record: the trusts, entities, properties, policies, and documents behind them. Ask a question and the answer comes back with its source attached, or X1 declines.
This repository documents the server. The server itself is operated by X1 Wealth and is not open source.
| Endpoint | https://mcp.x1wealth.com/mcp |
| Transport | Streamable HTTP |
| Sign-in | OAuth with dynamic client registration; X1 API keys for eligible accounts |
| Registry name | com.x1wealth/x1 in the official MCP Registry |
| Website | x1wealth.com |
Connect
Step-by-step guides for each app:
For any other app, add a remote MCP server named X1 at https://mcp.x1wealth.com/mcp, choose Streamable HTTP if asked, and sign in with your X1 account. Apps that run on your own computer connect right away. Web apps connect once X1 has confirmed where their sign-in returns; the other apps guide explains how to ask.
You need an X1 account with at least one document in it. Create a free account.
What your assistant can do with X1
- Answer questions about your household record, citing the document and page behind each answer.
- Find and read the documents you keep in X1, and compare what they say.
- Review a capital-call notice: what it asks for, when it's due, and what still needs checking before anyone pays.
- Prepare for a meeting with your advisor, CPA, or attorney from the record you already have.
- Prepare changes to your record. X1 asks for your approval when a step needs it.
X1 does not trade, move money, file taxes, or give professional sign-off.
The tools available depend on your account and on the app you connect from. The server only lists the tools the signed-in person can use. Ask your assistant to call get_user_capabilities to see your role and what this connection allows.
Skills
Open-source skills that teach an agent how to do this work well, with a hard stop before money moves, live in x1wealth/x1-agent-skills (Apache-2.0). They install in Claude Code, Codex, Grok Build, and other agents that read skills.
Privacy and security
- Your assistant only sees what your X1 account is allowed to see, and only after you sign in and approve the connection.
- Sign-in returns only to callbacks X1 has reviewed, plus apps running on your own computer.
- This repository contains no household data, credentials, or server code.
Read the privacy policy. To report a security issue or ask a question, use x1wealth.com/contact.
Registry entry
server.json mirrors the manifest published to the official MCP Registry. Directories copy their listing from that record.
License
The documentation in this repository is licensed under Apache-2.0. The X1 Wealth service and its server are proprietary.
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.