X1 Wealth

ask-household-record

Use X1 as a financial workbench for the connected person's own household. Find and explain documents, compare evidence, review trusts and LLCs, calculate scenarios from cited inputs and explicit assumptions, and prepare briefs, tables, or drafts. Use existing authorized records first; distinguish facts from analysis and follow the mounted tools' approval controls for any saved change. Never invent household facts, trade, move money, or provide professional sign-off.

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 we decided. Never sends to an outside recipient and never creates a client.

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 under an entity in X1 or send a request only as a separate step the person approves. It never files a tax return, gives tax advice, or moves money.