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X1 Wealth

Use X1 Wealth with AI apps and agents through Vercel Connect. Follow a complete setup guide for secure runtime access.

Create Connector

  1. Install the skill

    $ npx skills add vercel/vercel-plugin --skill vercel-connect

  2. Connect to X1 Wealth

    Via CLIVercel Dashboard(opens in new tab)
    $ vercel connect create x1-wealth --name acme-x1-wealth

  3. Use its data in agents(opens in new tab) and apps(opens in new tab)

    import { getToken } from '@vercel/connect';
    

    const userId = 'user_123';
    

    const token = await getToken('x1-wealth/acme-x1-wealth', {
      subject: { type: 'user', id: userId },
    });

Use X1 Wealth in apps and agents

Read a household's financial records, documents, and entities.

Read the X1 Wealth developer docs(opens in new tab)

Why use Vercel Connect with X1 Wealth?

  • Credentials on demand

    Request X1 Wealth credentials only when your application or agent needs them instead of copying secrets into application code.

  • Access for the right subject

    Request user-authorized X1 Wealth access so actions follow the identity and permissions of the person using your application.

  • Centralized credential management

    Manage X1 Wealth credentials in one place and retrieve them through a consistent runtime API.

  • Vercel-native controls

    Bind connections to the projects and environments that need them while Vercel OIDC authenticates each runtime request.

Use X1 Wealth with your stack

Follow a complete setup for the Connect SDK or a supported agent framework.

Add X1 Wealth to an existing Vercel application with the Connect SDK.

  1. Install the Connect SDK

    npm install @vercel/connect

  2. Create the X1 Wealth connector

    Run these commands from the project that will use the connection.

    vercel link
    vercel connect create x1-wealth --name acme-x1-wealth
    vercel env pull

  3. Request X1 Wealth credentials

    app/api/route.ts
    import { getToken } from '@vercel/connect';
    

    const userId = 'user_123';
    

    const token = await getToken('x1-wealth/acme-x1-wealth', {
      subject: { type: 'user', id: userId },
    });

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