X1 Wealth — Claude Code MCP server: your family office record
Hooks your assistant up to the X1 household record: trusts, entities, properties, policies and the documents behind them, with sources cited.
claude mcp add --transport http x1 https://mcp.x1wealth.com/mcpWhat X1 Wealth does
The server reads from your X1 record. Your assistant can look up and open documents, put two of them side by side, and answer questions while naming the file and page each answer came from. When it cannot back a claim, X1 turns the request down.
One job it handles well is a capital-call notice: what is being asked, the deadline, and what still needs a look before anyone pays. You can also pull together background for a meeting with an advisor, CPA or attorney straight from the record, and stage edits to it. Where a step needs approval, X1 asks for yours.
Trading, moving money, tax filing and professional sign-off are outside its scope. Which tools you get depends on your account and the app you connect from, since the server lists only what the signed-in person may use. Call get_user_capabilities to see your role and what the connection permits. An X1 account holding at least one document is required. Sign-in uses OAuth with dynamic client registration, or X1 API keys on eligible accounts.
What it helps with
- locate a document in the record and open it
- compare terms across two documents
- work out what a capital-call notice asks and when it is due
- gather material for a meeting with your CPA
- stage a change to the record and get approval
Example prompts for the agent
- Find the trust agreement in X1 and tell me which page states the distribution amount
- Walk me through this capital-call notice: the amount, the deadline, and what to check before paying
- Pull together a briefing from my documents for a meeting with my accountant
How to install X1 Wealth
Platform CLI: remote server
claude mcp add --transport http x1 https://mcp.x1wealth.com/mcpPlatform CLI: remote server
codex mcp add x1-wealth --url https://mcp.x1wealth.com/mcpConfig file
{
"mcpServers": {
"x1-wealth": {
"url": "https://mcp.x1wealth.com/mcp"
}
}
}Config file
{
"servers": {
"x1-wealth": {
"type": "http",
"url": "https://mcp.x1wealth.com/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http x1-wealth https://mcp.x1wealth.com/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about X1 Wealth
How do I install X1 Wealth in Claude Code?
Run claude mcp add --transport http x1 https://mcp.x1wealth.com/mcp. Then sign in to your X1 account and approve the connection.
What does X1 Wealth do?
It gives your assistant access to your X1 record — trusts, entities, properties, policies and documents — and answers questions about them with the source attached.
Which tools will I get?
It depends on your account and the app you connect from. The server exposes only what the signed-in person can use; call get_user_capabilities to see the list.
