X1 Wealth MCP MCP server

An official MCP server for X1 Wealth that allows AI assistants to interact with a user's governed family office records. It enables agents to query household entities, trusts, and documents with source-backed citations, review capital-call notices, and draft session notes, while strictly adhering to user permissions and never moving money or executing trades without explicit approval.

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

OAuth sign-inEndpoint checked 2026-10-05Operated by X1 Wealth

MCP endpoint (Streamable HTTP)

https://mcp.x1wealth.com/mcp

Vendor documentation

What you can do with it

Query household records for entities, trusts, and policies
Review capital-call notices and track next steps
Draft session notes and decisions for user approval
Identify potential duplicate household items for merging

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

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

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add x1-wealth-mcp --url https://mcp.x1wealth.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable x1-wealth-mcp in your MCP settings.

Cursor configuration

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

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "x1-wealth-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp.x1wealth.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start x1-wealth-mcp and inspect its tools.

VS Code configuration

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

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

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

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

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

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "x1-wealth-mcp": {
      "serverUrl": "https://mcp.x1wealth.com/mcp"
    }
  }
}

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