X1 Wealth MCP Server: Install & Setup

Install X1 Wealth in Claude Code

Claude Code

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

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

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

Your client opens a browser window to sign in on first use.

Frequently asked questions

What does the X1 Wealth MCP server do?

Ask about your trusts, entities, policies and documents. Every answer cites a page or declines.

Is the X1 Wealth MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does X1 Wealth run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add X1 Wealth to Claude Code?

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

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