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X1 Agent Skills

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Description

Open-source AI agent skills for financial work that has to survive the chat. Start with capital calls, keep the source and decisions in X1, and never give the agent permission to move money.

Installation

This entry records only its repository, not the path inside it, so there is no exact command to give. Open the source below and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

README

X1 Agent Skills

A capital-call notice lands in your inbox. The deadline is clear. The wiring details may not be. This skill helps you move the work forward in X1 without giving an agent permission to move money.

This repository contains one portable skill, `handle-capital-call`. It helps a supported agent read the notice, stay attached to the exact X1 records, surface missing or conflicting information, involve the right person, and resume the work later. X1 stays in charge of the household record and permissions.

The five-minute path

Codex

codex plugin marketplace add x1wealth/x1-agent-skills
codex plugin add x1-agent-skills@x1-wealth
codex mcp add x1 --url https://mcp.x1wealth.com/mcp

Start Codex and ask: `Help me review this capital-call notice through X1.` Codex will use the skill when the request matches and X1 will handle sign-in and the tools available to you.

Claude Code

Run these inside Claude Code:

/plugin marketplace add x1wealth/x1-agent-skills
/plugin install x1-agent-skills@x1-wealth
/reload-plugins

The X1 connection is off by default. Review the plugin, enable it when you are ready, and complete X1 sign-in through Claude Code.

A concrete example

You receive a PDF notice for a synthetic Growth Fund capital call. The notice shows a due date and amount, but you are not sure whether the bank instructions changed. The skill can:

  1. find the exact X1 document you identify;
  2. read only the live X1 tools and records available to you;
  3. hold when material fields, source state, or authority are unclear;
  4. prepare a request for the household member to review in X1 when supported;
  5. resume the same X1 coordination thread later, including from another supported host.

It cannot send a wire, verify settlement, sign a document, invent a missing record, or bypass X1 confirmation.

What is in the repository

  • the portable skill and its public authority contract;
  • deterministic scenarios and hostile-input