X1 Wealth

Name: X1 Wealth
Author: x1wealth

by x1wealthversion 1.1.2i★ –iRuns in the cloud

Registry namecom.x1wealth/x1

Install

Overview

Description from the maker (original English)

Your family office in Claude, ChatGPT, and Muse. Ask about your trusts, entities, and documents.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs in the cloud
Transport: Streamable HTTP
Category: Docs, sheets & office work

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on the maker’s server: what you ask it goes through their server.
The registry lists no key to fill in.

You need

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

Open Settings → Connectors
Press Add custom connector
Paste the address below and press Add
If it asks you to sign in, sign in with the maker

https://mcp.x1wealth.com/mcp

Run this in your terminal

claude mcp add --transport http x1 https://mcp.x1wealth.com/mcp

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "x1": {
      "url": "https://mcp.x1wealth.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "x1": {
      "type": "http",
      "url": "https://mcp.x1wealth.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

Open ChatGPT on the web → Settings → Connectors (Apps)
Press Create or Add (some plans need Developer mode under Advanced first)
Paste the address below, give it a name and save
If it asks you to sign in, sign in with the maker

https://mcp.x1wealth.com/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified against the domain x1wealth.com (the registry checks domain ownership)
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
… Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint

Compared with others in Docs, sheets & office worki

More stars than 0% of the other 2195 servers in this category
Published to the registry more recently than 47% of the other 2195 servers in this category
Basic checks equal to or better than 100% of the other 2195 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is X1 Wealth safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.1.2) reached the registry 34 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Agent-Native Calendar, Excel MCP Server, MCP Server for Excel

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

Agent-Native Calendar

by BuilderIO

Agent-Native Google Calendar - manage events, sync, and public booking

Runs in the cloud★ 7,620MITUpdated 2 months ago

Install

Excel MCP Server

by haris-musa

Lets AI create and edit Excel files itself, including formulas, charts and PivotTables, without Excel installed.

Runs on your computer★ 4,276MITUpdated 6 days ago

Install

MCP Server for Excel

by sbroenne

Excel automation for AI - Sheets, Power Query, DAX, VBA, Tables, Ranges and more. Windows only.

Runs on your computer★ 847MITUpdated 4 days ago

Install

README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

X1 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.

X1 Wealth

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Docs, sheets & office worki

Common questions

Alternatives

Agent-Native Calendar

Excel MCP Server

MCP Server for Excel

README from the maker

X1 Wealth MCP server

Connect

What your assistant can do with X1

Skills

Privacy and security

Registry entry

License