x1-agent-skills

Plugin x1-agent-skills from marketplace x1-wealth in x1wealth/x1-agent-skills. Commands read from the repo's manifest — 9 days ago.

Skills (6)

• ask-household-record

  Answer questions about the connected person's own trusts, LLCs, properties, and policies from their X1 record, with the document and page behind each answer, and build that record one document at a time. Use when someone asks what their trust, operating agreement, K-1, or policy says, who owns what,

• build-with-x1

  Create or customize a private financial view or workflow in the user's chosen assistant or existing project, using their authorized X1 record when useful. Use for editable artifacts, custom project work and reusable extensions; ordinary household questions don't need this build workflow.

• handle-capital-call

  Triage, hold, resume, and prepare governed closeout for a capital-call notice through X1 MCP. Use when a user received, uploaded, needs to fund, is waiting on, or wants to revisit a capital call; never use it to move money or invent an X1 event record.

• prepare-meeting

  Prepare for a client or household meeting from the X1 record. Use when a user asks for meeting prep, a pre-meeting brief, what changed since the last meeting, what is still open, or what to bring to a CPA, attorney, or advisor conversation. Read only; it never writes, sends, or invents a section.

• record-meeting-outcomes

  Turn meeting notes or a transcript the user supplies into X1 record proposals: decisions, follow-ups, document requests, and profile facts, drafted first and shown as one exact batch for approval before any write. Use when a user says post-meeting, log the meeting, meeting follow-up, or record what

• review-k1

  Review Schedule K-1s against the household's X1 record. Use when a K-1 arrives, when someone asks which entity a K-1 belongs to, whether it matches last year or the operating agreement, what is still missing for the tax year, or what to send the CPA. Reads and drafts by default; it can file a K-1 un

MCP servers (1)

• x1

  connects to: https://mcp.x1wealth.com/mcp

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