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For professionals · Copilot Studio pilot

A clearer starting point for your client’s next decision.

Bring one client question into the Microsoft tools your firm uses. The pilot connects Copilot Studio to the client records you can already access in X1, so you can work from the sources instead of rebuilding the context.

Arrange a pilotSee the setup

Start with a question worth answering.

A revised notice, an upcoming review, or an unresolved question for the CPA gives the pilot a concrete job. Choose one accessible client and ask what the record supports, what is still missing, and which question needs professional judgment.

“Use X1 to prepare me for this client’s review. Show the sources, the open questions, and what I should follow up on.”

Check the answer against its sources, then carry the next step into your existing X1 workflow. The Copilot pilot reads permitted context; household changes and approvals stay in X1.

One firm. One client question.

We’re arranging private professional pilots. Your firm needs Copilot Studio access and an administrator who can confirm its connection policies. We’ll agree on the first job and setup before you bring client information into it.

Arrange a professional pilot.

Leave your work email. We’ll help you choose one client question and confirm the setup with your firm. We’ll only write about this pilot.

You can use X1 directly while the Microsoft setup is being arranged. Explore X1 for your practice.

The setup, with your firm’s administrator.

  1. Confirm Copilot Studio access and your firm’s rules for the pilot. Azure access alone does not include Copilot Studio licensing.
  2. In a private Copilot Studio agent, add an MCP tool with the server address https://mcp.x1wealth.com/mcp. Choose OAuth 2.0 and Dynamic discovery.
  3. Sign in with your own X1 professional account and approve the connection. Select a client you can already access in X1.
  4. Test one question with fictional records first. Check its sources and follow-up, then confirm the connection cannot reach another professional’s client or save a household change.

This pilot is for Microsoft Copilot Studio. Consumer Copilot and an X1 conversation in Teams are separate connections. Your Microsoft tenant setup and published channel need their own check.

Microsoft’s Copilot Studio connection guide