Your financial workbench
Use X1 as a financial workbench for your household: find and explain documents, compare evidence, calculate scenarios from cited inputs and stated assumptions, and prepare meeting briefs, spreadsheets, or follow-ups. Access follows your connected X1 account and available tools. More
MCP connector Server URL https://mcp.x1wealth.com/openai/mcpCopy Login OAuth Tools Reads data67 ask_ calculate_ check_ check_ draft_ draft_ draft_ draft_ draft_ draft_ draft_ find_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ open_ open_ open_ open_ open_ prepare_ prepare_ prepare_ read_ read_ search_ search_ search_ summarize_ summarize_ validate_ validate_
Changes data1 give_
Skills 5 in the ChatGPT listing
Ask household record Use X1 as a financial workbench for the connected person's own household. Handle capital call Triage, hold, resume, and prepare governed closeout for a capital-call notice through X1 MCP. Prepare meeting Prepare for a client or household meeting from the X1 record. Record meeting outcomes Turn meeting notes or a transcript the user supplies into X1 record proposals: decisions, follow-ups, document requests, and profile facts, drafted first and shown as one exact batch for approval before any write. Review k1 Review Schedule K-1s against the household's X1 record. 
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