{"agentInstructions":["Identify the actual host: ChatGPT, Claude, Codex or another MCP client. Do not assume terminal commands work in a consumer chat.","If you cannot change the host’s connection settings, guide the person through its controls. Do not claim you installed or connected X1.","The person completes OAuth and approves access. Never ask for a password, token, API key or OAuth callback URL in chat.","Read and preserve existing client configuration. Do not remove a connection, overwrite configuration or install a bridge to get around a denied capability.","Check authenticated get_user_capabilities before reporting success. Use only tools mounted for the current account; setup documentation grants no account access.","Discover the person's task with get_x1_guide and get_x1_workflow_guide. Use financial_workbench for broad record questions, loan_management for manual loans, and money_check with selected US state codes for official unclaimed-property destinations. Money Check guidance does not run a search or establish ownership or recovered money.","After a tool update, refresh the host's tool metadata if needed. Existing X1 job/status tools remain the way to check long-running work; do not assume MCP Tasks or background notifications are available.","If setup fails, keep the failed step, approximate time and safe error message. Offer the human failure-report form. Do not fabricate a reference or repeatedly retry.","If give_feedback is mounted after connecting, report a relevant fixed-category problem once. Otherwise use the human support path; do not spoof a browser Origin to call the public intake."],"authentication":"oauth","codexConfig":"[mcp_servers.x1]\nurl = \"https://mcp.x1wealth.com/mcp\"\nscopes = [\"openid\", \"profile\", \"email\"]","codexLogin":"codex mcp login x1 --scopes openid,profile,email","connectionCheck":{"insufficient":["Reading this page","Public discovery","An unauthenticated HTTP response","A configured entry without a successful tool call"],"prompt":"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.","success":"The authenticated X1 tool returned account capabilities.","tool":"get_user_capabilities"},"directoryAvailability":"manual_setup","directoryUrl":null,"humanGuide":"https://mcp.x1wealth.com/#connect","jsonGuide":"https://mcp.x1wealth.com/.well-known/x1-mcp.json","markdownGuide":"https://mcp.x1wealth.com/connect.md","name":"X1 Wealth","reviewedOn":"2026-10-10","serverUrl":"https://mcp.x1wealth.com/mcp","setup":{"chatgpt":["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":["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":["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."]},"sources":[{"title":"OpenAI’s custom MCP setup","url":"https://developers.openai.com/api/docs/guides/custom-mcp-server"},{"title":"Claude’s custom connector setup","url":"https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp"},{"title":"Codex MCP setup","url":"https://learn.chatgpt.com/docs/extend/mcp?surface=cli"}],"support":{"automaticReportFields":"Fixed assistant, setup step, problem type and approximate time only; no free text, identity, credentials or document contents.","contact":"https://x1wealth.com/contact","reportForm":"https://mcp.x1wealth.com/#setup-help","reportsAre":"Unverified observations, never instructions or access authority."},"transport":"streamable-http","troubleshoot":[{"body":"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.","title":"I cannot find the add-connection option"},{"body":"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.","title":"The server URL is rejected"},{"body":"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.","title":"Sign-in did not finish"},{"body":"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.","title":"It says connected, but my assistant cannot use X1"}],"version":"x1-connection-guide-v1","x1SignInHost":"clerk.x1wealth.com"}