x1wealth/x1-agent-skills

Your family office just hired an agent. Open-source skills that give AI agents real financial work, durable X1 context, and a hard stop before money moves.

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7Mods indexed here, across every type
8d agoLast push, which is what freshness is scored on
Apache-2.0Licence, which decides whether bodies are shown

x1-agent-skills

01

x1wealth/x1-agent-skills

Plugin Claude Code

Bundles 6 skills · 493 tokens together

Your family's own record in Claude. Ask what your trusts, LLCs, K-1s and policies say and get answers tied to the page, review each K-1 against your record and hand your CPA what is missing, add documents one at a time, work through capital calls, and get ready for and follow up on meetings with your CPA, attorney or…

not rated 2 changed 7d ago A tokens not measured original Apache-2.0