Your record, your assistant
Bring your record into the conversation.
Choose the assistant you use. Connect the X1 account that holds your record, then ask a question with your sources already on file.
Where do you want to use X1?
- ClaudeWeb or desktop connector setup
- ChatGPTCustom app setup and plan requirements
- CodexDesktop and command-line setup
Your assistant's plan and usage limits apply. Connecting X1 gives it the access you approve; it does not share your record with your financial team.