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Connect X1 to Claude

Ask Claude, and see the document behind the answer.

Add X1 to Claude as a custom connector, sign in, and switch it on in your chat. Then Claude can answer questions about your trusts, LLCs, properties, and K-1s from the records you've added to X1, without you pasting them into every conversation.

Start with a free X1 accountSee the steps

A question about one property can run through a deed, a trust, an LLC, and your CPA's files. With X1 connected, Claude looks across the household record you've built instead of whichever document you happened to paste into the chat.

Connect X1 to Claude in five steps.

It takes a few minutes on the web or the desktop app. You need an X1 account, and a free one works. Add at least one document to X1 first, like your trust, so you have something to check.

  1. 01

    Open Connectors

    On Claude on the web or the desktop app, choose Customize, then Connectors. You'll see the connectors already on your account.

  2. 02

    Add X1

    Choose +, then Add custom connector. Name it X1, paste https://mcp.x1wealth.com/mcp, and choose Add. X1 shows up in your list. On a Team or Enterprise plan, an Owner adds it once: Organization settings, then Connectors, Add, Custom, Web, and the same address. Everyone else then finds X1 under Customize, then Connectors.

  3. 03

    Sign in with X1

    Choose Connect next to X1. An X1 sign-in window opens. Sign in with the X1 account that holds your household record and approve the access.

  4. 04

    Turn it on in your chat

    In a chat, open + or type /, choose Connectors, and switch X1 on. Claude only uses a connector in the chats where it's turned on.

  5. 05

    Check that it works

    Ask "What does X1 have on file for our trust?" Open the document Claude cites and check its date. If no source comes back, check that X1 is switched on in this chat and that the trust is in X1 and open to your account, then ask again.

Start with a question you can check.

  • A K-1 from our fund just arrived. What does it say, what still needs checking, and what should I ask my CPA?

    It starts with a real document and separates what the K-1 says from what is still open.

  • According to our records, which trust owns the rental property we hold through our LLC? Show me each document in the chain.

    It walks the trail from the deed to the operating agreement to the trust, so you can check each link yourself.

  • What's still open before my CPA meeting? Draft the questions I should bring.

    It turns scattered loose ends into a short brief you can edit and take into the room.

What Claude can do with X1.

  • Answer questions from your household record, with the document behind each answer.
  • Search your own documents for the passage that supports a fact.
  • Show the businesses, trusts, and properties in your record, and the changes waiting for you to confirm.
  • Check that a document you sent arrived, and add a new one to your vault. X1 asks for your approval when a step needs it.
  • Walk a capital call notice from the day it lands to the day it's handled.

Claude sees what your X1 account can see. When your record doesn't answer a question, X1 says so instead of guessing.

If a step doesn't work.

X1 is connected, but Claude isn't using it
Open + or type / in the chat, choose Connectors, and switch X1 on for that conversation.
You can't add X1 on a Team or Enterprise plan
On Team and Enterprise plans, an Owner or Primary Owner adds custom connectors. Ask them to add the X1 address under Organization settings, then Connectors. Then choose Connect in your own list.
You're on your phone and can't find where to add it
Add X1 on the web or in the desktop app first. It then works on your phone when you sign in to the same Claude account.
Claude asks you to sign in again
Go back to Customize, then Connectors, and choose Connect next to X1. Make sure you sign in with the X1 account that holds your household.

Questions about Claude and X1.

Can I use a free X1 account?
Yes. A free X1 account connects the same way, with a vault that holds up to 10 documents.
Does this work on Claude's Free plan?
Yes. Claude's Free plan includes one custom connector, and paid plans include more.
Does X1 switch on in every chat?
No. You choose X1 under Connectors in each chat where you want it, so ordinary chats stay ordinary.
If a Team Owner adds X1, can they see my record?
No. An Owner makes X1 available to the team, and each person then signs in with their own X1 account. Each person sees only what their own account can see.
How do I disconnect X1?
Go to Customize, then Connectors, and remove or disconnect X1. On a Team or Enterprise plan, an Owner manages the shared entry under Organization settings. What Claude already said in earlier chats stays in those chats, under Claude's own settings.
Can Claude move money through X1?
No. X1 doesn't trade or move money, in Claude or anywhere else.

Start with the question you already have.

Pick one question that's already on your desk, like who owns the rental or what your CPA still needs, and ask it with X1 switched on.

Using a different assistant? ChatGPT or Codex or Muse. Or read how to set up an AI assistant for your family's finances.

Start with a free X1 accountSee the steps