# X1 Wealth

Hooks your assistant up to the X1 household record: trusts, entities, properties, policies and the documents behind them, with sources cited.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI
- Author: x1wealth
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/x1wealth/x1-mcp
- Updated: 2026-10-03
- HTML: https://affpapa.org/en/nevibecode/mcp/x1-wealth

## What it 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.

## Requirements
- Remote server: `https://mcp.x1wealth.com/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http x1 https://mcp.x1wealth.com/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add x1-wealth --url https://mcp.x1wealth.com/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "x1-wealth": {
            "url": "https://mcp.x1wealth.com/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "x1-wealth": {
            "type": "http",
            "url": "https://mcp.x1wealth.com/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http x1-wealth https://mcp.x1wealth.com/mcp
```

## When to use it
- 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
- 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

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