Your access only.
A connected assistant can never see another household's or firm's data, and never more than your X1 account can. An advisor only ever reaches their own assigned clients.
ChatGPT directory listing is under review. Custom connection setup is available below.
Your family office, in the AI assistants you use.
Ask your AI assistant about the businesses, accounts, and documents you keep in X1. Connect a supported assistant to your X1 account, then check the records behind its answers.
X1 does not trade or move money. Available actions depend on your account and the assistant; sending or changing information may require approval in X1.
Capital-call notice
Source attached
“What do I need to verify before I handle this?”
Sources you can check
- Amount called
- $125,000
- Due date
- October 8
- Source
- Notice, page 1
Still needs you
Confirm which household entity owns the commitment before this becomes part of the record.
Sources you can checkYour approval requiredNo money movement
Fictional example. Check the original notice and verify payment instructions directly with the fund. AI answers can be incomplete or mistaken.
Connect X1
Choose your assistant.
Bring your X1 record.
Follow the steps here, or let your assistant read this guide and walk you through them. You complete the X1 sign-in.
Need an X1 account? Create one free →The ChatGPT directory listing is currently under OpenAI review. You can use the custom-connection steps here when your ChatGPT account allows them.
Your assistant can read this too
Copy a prompt for your assistant
Help me connect X1 to this assistant. Read https://mcp.x1wealth.com/connect.md and use https://mcp.x1wealth.com/mcp as the server URL. Walk me through the setup for the assistant I am actually using, and let me complete X1 sign-in. Check the connection with get_user_capabilities before saying it worked. If setup fails, tell me the failed step and exact error, omitting credentials and private information.
MCP server URL
https://mcp.x1wealth.com/mcp
Connection name: X1 Wealth
Authentication: OAuth · Sign in with X1
ChatGPT setup
Open ChatGPT Plugins (new tab) →- Open ChatGPT on the web and go to Plugins. Select the plus button, then Add custom MCP server.
- Name it X1 Wealth. Paste the server URL into Server URL. Choose OAuth for authentication; X1 supplies sign-in details automatically.
- Review ChatGPT’s connection warning, create the plugin, and complete X1 sign-in when prompted. You do not need to paste an API key or password into a chat.
- Find X1 Wealth in your personal or workspace plugins and install it. In a new chat, type @ and select X1 Wealth, then run the connection check below.
Claude setup
Open Claude Connectors (new tab) →- Open Claude’s Customize → Connectors. Select + Add, then Add custom connector. In a managed workspace, your owner may need to add the connector first.
- Name it X1 Wealth and paste the server URL. Continue with OAuth sign-in. If asked how Claude identifies itself, select Register automatically for X1’s current connection.
- Complete X1 sign-in yourself and finish adding the connector. Enable X1 for your conversation in the + → Connectors menu.
- Start a new conversation with X1 enabled, then run the connection check below.
Codex setup
- Open Codex’s MCP settings or your ~/.codex/config.toml. If an x1 entry already exists, check it first; do not add a duplicate table or replace unrelated configuration.
- Add the configuration below if X1 is not configured. The explicit scopes keep the sign-in request to your name and email.
- Run the sign-in command below and complete X1 sign-in in the browser. In the Codex CLI, /mcp shows configured connections.
- Open a new session with X1 enabled, then run the connection check below.
[mcp_servers.x1] url = "https://mcp.x1wealth.com/mcp" scopes = ["openid", "profile", "email"]
codex mcp login x1 --scopes openid,profile,email
Setup instructions checked 2026-10-10. Your assistant’s labels and workspace options may differ.
Check that it worked
After connecting, ask your assistant to make one read-only X1 call. A successful tool response verifies your connection. Reading this website does not.
The check failed? Report the step →Use X1 to call get_user_capabilities and tell me what my connected account can access. If that tool is not available or the call fails, say that the connection has not been verified and show me the setup step or error. Do not change any records.
Setup help
Let’s find where it stopped.
You do not need to diagnose it. Tell us what you were trying to do and where things went wrong.
I cannot find the add-connection option
Use the assistant’s web setup first. Custom connections can depend on your account and workspace permissions. Ask your workspace owner if adding a custom connection is restricted. A missing setup option does not mean X1 rejected your account.
The server URL is rejected
Use the complete URL https://mcp.x1wealth.com/mcp, including /mcp. The homepage is a setup guide; entering its address alone does not connect your account. Choose OAuth, rather than No authentication or an API key.
Sign-in did not finish
Allow the X1 sign-in window and complete the sign-in prompt. Use the X1 account you intend to connect. If it errors again, stop and report the sign-in step below; repeated attempts are not a diagnosis.
It says connected, but my assistant cannot use X1
Install or enable X1 for the conversation, then start a new chat. For a custom ChatGPT connection, Refresh its metadata after a tool update. Run the connection check and inspect the actual tool response. Opening this website or receiving a public server response is not an authenticated check.
Report a setup problem
No X1 sign-in required. A report helps us improve setup; contact support if you need a reply.
Official client instructions
Start with a document and a question.
- 01
Connect your record
Sign in with X1 and review the requested access. Your assistant can only use information your account is authorized to access.
- 02
Bring one real notice
Start with a document already in X1, such as a capital-call notice. Ask what it says and what still needs checking.
- 03
Review and follow through
Review the next step in X1. You or someone with access can return to it later. Mark it complete to keep a record of what happened.
Create a free account to get started. Connection access and available actions depend on your X1 plan and assistant. Marking a task complete records what you reported; it does not prove that a payment settled.
Start where the uncertainty is.
After connecting X1 to a supported assistant, try one of these questions about information you have added.
- “I lived in California and Florida. Show me the official places to check for unclaimed money.”
- “What does this document say, and which details still need checking?”
- “Who owns this property according to my records? Show me the document behind the answer.”
- “What do I need to do next, and what should I ask my CPA? Show me a draft before sending anything.”
Your AI can help. Your household stays in charge.
Cited or refused.
The brain answers from your governed record with citations, or it declines rather than guessing.
People stay in charge.
Preparation tools may return an X1 review link without changing a record. Consequential changes execute only after first-party approval in X1 and a signed, one-time confirmation receipt. The tool result is the source of truth for what actually happened.
Document access stays scoped.
Document access follows your current role and sharing permissions. X1 rechecks access on every call. Full-document reads and download links for professional connectors require download permission, are rate limited, and appear in household access history. Households can stop new full-document reads and links in Team & Sharing → Access; document and page locations remain searchable under existing sharing permissions. Files received by a professional’s AI workspace are handled by that workspace; professionals must use firm-approved business AI accounts.
Keep useful work after the chat ends.
The optional capital-call skill guides your assistant through a notice and the next steps. Connect X1 first; installing a skill does not connect your account.
Meet the open capital-call skillCheck available actions and account requirements
- 01
Use workflow guidance to choose an official unclaimed-property program for the states you want to check. Money Check returns dated official destinations; it does not run a search, verify ownership, or establish recovered money.
- 02
For an activated advisor firm, turn a client conversation already in your assistant into a private-client review and first-draft brief. X1 verifies your active seat and live firm membership when the tool runs. One eligible firm resolves automatically; if several are eligible, select the intended X1 organization. You check the exact details once in X1 before anything is created. The client is not contacted. Original files stay in the assistant unless you upload them to X1 separately.
- 03
See the client and household context you already have access to, including the exact 90-day preparedness ledger: what is coming, which entity is responsible, what source X1 checked, whether connected cash was available to check, and the next move. You can also identify two household items that may be the same and draft a merge for the member to review and confirm in X1.
- 04
Discover accessible vault documents by metadata, search inside your own indexed documents for source snippets, check whether an app-based deposit arrived, and turn one capital-call notice in your own vault into complete proof-backed source facts or a typed hold. Resume that exact job later to see whether household review is still needed, it is waiting, or the household reported it complete. Source facts and household-reported status are never authority to move money or proof of settlement. Professionals can read or download one shared original at a time when they have download permission and the household allows connected document access.
- 05
Work with your coordination threads: find them, summarize them, and draft replies, briefs, and document requests for you to send.
- 06
Draft browser evidence missions and check X1-owned mission results without launching a browser from your assistant.
- 07
Read back the signed approvals you granted in X1 so your assistant can act on exactly what you agreed to. Seeing an approval grants nothing on its own: X1 re-checks it, and it covers one action, once.