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Glama

X1 Wealth

by com.x1wealth
OverviewDiscussionsAdmin

Ask Household Brain

ask_household_brain
Read-onlyIdempotent

Answers questions about the connected person's own family finances (their trusts, entities, properties, insurance policies, decisions, and what their documents say) from their X1 household record and, on outside assistants, from the documents they keep in X1, citing the source and page, and says plainly when it doesn't have the answer. It answers only for the connected person's own household and does not track balances or spending.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
recordNoThe governed record to query. Only household_record is available.household_record
questionYesQuestion to ask your own governed X1 household record.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / oneOf
      Previous value: -[
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-]New value: +[
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+                    "type": "string"
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+                "required": [
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+            "required": [
+              "documentId",
+              "documentUrl",
+              "evidence",
+              "location",
+              "page",
+              "sourceDate",
+              "trustClass"
+            ],
+            "type": "object"
+          }
+        ],
+        "type": "array"
+      },
+      "question": {
+        "type": "string"
+      },
+      "recordClaims": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "asOf": {
+              "type": "string"
+            },
+            "citations": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "label": {
+                    "type": "string"
+                  },
+                  "recordSurface": {
+                    "enum": [
+                      "advisor_meeting",
+                      "professional_learning",
+                      "bi_temporal_fact",
+                      "decision_memory",
+                      "profile_fact",
+                      "document",
+                      "coordination",
+                      "pulse"
+                    ],
+                    "type": "string"
+                  },
+                  "ref": {
+                    "type": "string"
+                  },
+                  "sourceDate": {
+                    "anyOf": [
+                      {
+                        "type": "string"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  }
+                },
+                "required": [
+                  "label",
+                  "recordSurface",
+                  "ref",
+                  "sourceDate"
+                ],
+                "type": "object"
+              },
+              "minItems": 1,
+              "prefixItems": [
+                {
+                  "additionalProperties": false,
+                  "properties": {
+                    "label": {
+                      "type": "string"
+                    },
+                    "recordSurface": {
+                      "enum": [
+                        "advisor_meeting",
+                        "professional_learning",
+                        "bi_temporal_fact",
+                        "decision_memory",
+                        "profile_fact",
+                        "document",
+                        "coordination",
+                        "pulse"
+                      ],
+                      "type": "string"
+                    },
+                    "ref": {
+                      "type": "string"
+                    },
+                    "sourceDate": {
+                      "anyOf": [
+                        {
+                          "type": "string"
+                        },
+                        {
+                          "type": "null"
+                        }
+                      ]
+                    }
+                  },
+                  "required": [
+                    "label",
+                    "recordSurface",
+                    "ref",
+                    "sourceDate"
+                  ],
+                  "type": "object"
+                }
+              ],
+              "type": "array"
+            },
+            "confidence": {
+              "enum": [
+                "recorded",
+                "derived",
+                "reported"
+              ],
+              "type": "string"
+            },
+            "statement": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "asOf",
+            "citations",
+            "confidence",
+            "statement"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "saidPlainly": {
+        "type": "string"
+      },
+      "savableToRecord": {
+        "type": "boolean"
+      },
+      "scope": {
+        "additionalProperties": false,
+        "properties": {
+          "principal": {
+            "type": "string"
+          },
+          "recordScope": {
+            "enum": [
+              "advisor_brain_routing",
+              "own_advisor_meeting_record",
+              "own_professional_record",
+              "own_household",
+              "single_household_scoped",
+              "consented_cohort_anonymized"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "principal",
+          "recordScope"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "asOf",
+      "kind",
+      "nextStep",
+      "passages",
+      "question",
+      "recordClaims",
+      "saidPlainly",
+      "savableToRecord",
+      "scope"
+    ],
+    "type": "object"
+  }
+]
  2. Changed1 schema field changed
    • changedOutput schema / oneOf
      Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "asOf": {
-        "type": "string"
-      },
-      "claims": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "asOf": {
-              "type": "string"
-            },
-            "citations": {
-              "items": {
-                "additionalProperties": false,
-                "properties": {
-                  "label": {
-                    "type": "string"
-                  },
-                  "recordSurface": {
-                    "enum": [
-                      "advisor_meeting",
-                      "professional_learning",
-                      "bi_temporal_fact",
-                      "decision_memory",
-                      "profile_fact",
-                      "document",
-                      "coordination",
-                      "pulse"
-                    ],
-                    "type": "string"
-                  },
-                  "ref": {
-                    "type": "string"
-                  },
-                  "sourceDate": {
-                    "anyOf": [
-                      {
-                        "type": "string"
-                      },
-                      {
-                        "type": "null"
-                      }
-                    ]
-                  }
-                },
-                "required": [
-                  "label",
-                  "recordSurface",
-                  "ref",
-                  "sourceDate"
-                ],
-                "type": "object"
-              },
-              "minItems": 1,
-              "prefixItems": [
-                {
-                  "additionalProperties": false,
-                  "properties": {
-                    "label": {
-                      "type": "string"
-                    },
-                    "recordSurface": {
-                      "enum": [
-                        "advisor_meeting",
-                        "professional_learning",
-                        "bi_temporal_fact",
-                        "decision_memory",
-                        "profile_fact",
-                        "document",
-                        "coordination",
-                        "pulse"
-                      ],
-                      "type": "string"
-                    },
-                    "ref": {
-                      "type": "string"
-                    },
-                    "sourceDate": {
-                      "anyOf": [
-                        {
-                          "type": "string"
-                        },
-                        {
-                          "type": "null"
-                        }
-                      ]
-                    }
-                  },
-                  "required": [
-                    "label",
-                    "recordSurface",
-                    "ref",
-                    "sourceDate"
-                  ],
-                  "type": "object"
-                }
-              ],
-              "type": "array"
-            },
-            "confidence": {
-              "enum": [
-                "recorded",
-                "derived",
-                "reported"
-              ],
-              "type": "string"
-            },
-            "statement": {
-              "type": "string"
-            }
-          },
-          "required": [
-            "asOf",
-            "citations",
-            "confidence",
-            "statement"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "gapNotes": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "about": {
-              "type": "string"
-            },
-            "reason": {
-              "enum": [
-                "not_in_record",
-                "outside_scope",
-                "insufficient_evidence"
-              ],
-              "type": "string"
-            }
-          },
-          "required": [
-            "about",
-            "reason"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "kind": {
-        "const": "answer",
-        "type": "string"
-      },
-      "scope": {
-        "additionalProperties": false,
-        "properties": {
-          "principal": {
-            "type": "string"
-          },
-          "recordScope": {
-            "enum": [
-              "advisor_brain_routing",
-              "own_advisor_meeting_record",
-              "own_professional_record",
-              "own_household",
-              "single_household_scoped",
-              "consented_cohort_anonymized"
-            ],
-            "type": "string"
-          }
-        },
-        "required": [
-          "principal",
-          "recordScope"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "asOf",
-      "claims",
-      "gapNotes",
-      "kind",
-      "scope"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "asOf": {
-        "type": "string"
-      },
-      "kind": {
-        "const": "refusal",
-        "type": "string"
-      },
-      "refusal": {
-        "additionalProperties": false,
-        "properties": {
-          "question": {
-            "type": "string"
-          },
-          "reason": {
-            "enum": [
-              "not_in_record",
-              "exceeds_caller_scope",
-              "internal_only",
-              "would_confabulate"
-            ],
-            "type": "string"
-          },
-          "saidPlainly": {
-            "type": "string"
-          }
-        },
-        "required": [
-          "question",
-          "reason",
-          "saidPlainly"
-        ],
-        "type": "object"
-      },
-      "scope": {
-        "additionalProperties": false,
-        "properties": {
-          "principal": {
-            "type": "string"
-          },
-          "recordScope": {
-            "enum": [
-              "advisor_brain_routing",
-              "own_advisor_meeting_record",
-              "own_professional_record",
-              "own_household",
-              "single_household_scoped",
-              "consented_cohort_anonymized"
-            ],
-            "type": "string"
-          }
-        },
-        "required": [
-          "principal",
-          "recordScope"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "asOf",
-      "kind",
-      "refusal",
-      "scope"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "asOf": {
+        "type": "string"
+      },
+      "claims": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "asOf": {
+              "type": "string"
+            },
+            "citations": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "label": {
+                    "type": "string"
+                  },
+                  "recordSurface": {
+                    "enum": [
+                      "advisor_meeting",
+                      "professional_learning",
+                      "bi_temporal_fact",
+                      "decision_memory",
+                      "profile_fact",
+                      "document",
+                      "coordination",
+                      "pulse"
+                    ],
+                    "type": "string"
+                  },
+                  "ref": {
+                    "type": "string"
+                  },
+                  "sourceDate": {
+                    "anyOf": [
+                      {
+                        "type": "string"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  }
+                },
+                "required": [
+                  "label",
+                  "recordSurface",
+                  "ref",
+                  "sourceDate"
+                ],
+                "type": "object"
+              },
+              "minItems": 1,
+              "prefixItems": [
+                {
+                  "additionalProperties": false,
+                  "properties": {
+                    "label": {
+                      "type": "string"
+                    },
+                    "recordSurface": {
+                      "enum": [
+                        "advisor_meeting",
+                        "professional_learning",
+                        "bi_temporal_fact",
+                        "decision_memory",
+                        "profile_fact",
+                        "document",
+                        "coordination",
+                        "pulse"
+                      ],
+                      "type": "string"
+                    },
+                    "ref": {
+                      "type": "string"
+                    },
+                    "sourceDate": {
+                      "anyOf": [
+                        {
+                          "type": "string"
+                        },
+                        {
+                          "type": "null"
+                        }
+                      ]
+                    }
+                  },
+                  "required": [
+                    "label",
+                    "recordSurface",
+                    "ref",
+                    "sourceDate"
+                  ],
+                  "type": "object"
+                }
+              ],
+              "type": "array"
+            },
+            "confidence": {
+              "enum": [
+                "recorded",
+                "derived",
+                "reported"
+              ],
+              "type": "string"
+            },
+            "statement": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "asOf",
+            "citations",
+            "confidence",
+            "statement"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "gapNotes": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "about": {
+              "type": "string"
+            },
+            "reason": {
+              "enum": [
+                "not_in_record",
+                "outside_scope",
+                "insufficient_evidence"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "about",
+            "reason"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "kind": {
+        "const": "answer",
+        "type": "string"
+      },
+      "scope": {
+        "additionalProperties": false,
+        "properties": {
+          "principal": {
+            "type": "string"
+          },
+          "recordScope": {
+            "enum": [
+              "advisor_brain_routing",
+              "own_advisor_meeting_record",
+              "own_professional_record",
+              "own_household",
+              "single_household_scoped",
+              "consented_cohort_anonymized"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "principal",
+          "recordScope"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "asOf",
+      "claims",
+      "gapNotes",
+      "kind",
+      "scope"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "asOf": {
+        "type": "string"
+      },
+      "kind": {
+        "const": "refusal",
+        "type": "string"
+      },
+      "refusal": {
+        "additionalProperties": false,
+        "properties": {
+          "question": {
+            "type": "string"
+          },
+          "reason": {
+            "enum": [
+              "not_in_record",
+              "exceeds_caller_scope",
+              "internal_only",
+              "would_confabulate"
+            ],
+            "type": "string"
+          },
+          "saidPlainly": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "question",
+          "reason",
+          "saidPlainly"
+        ],
+        "type": "object"
+      },
+      "scope": {
+        "additionalProperties": false,
+        "properties": {
+          "principal": {
+            "type": "string"
+          },
+          "recordScope": {
+            "enum": [
+              "advisor_brain_routing",
+              "own_advisor_meeting_record",
+              "own_professional_record",
+              "own_household",
+              "single_household_scoped",
+              "consented_cohort_anonymized"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "principal",
+          "recordScope"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "asOf",
+      "kind",
+      "refusal",
+      "scope"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "asOf": {
+        "type": "string"
+      },
+      "kind": {
+        "const": "document_answer",
+        "type": "string"
+      },
+      "nextStep": {
+        "anyOf": [
+          {
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "passages": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "documentId": {
+              "type": "string"
+            },
+            "documentUrl": {
+              "type": "string"
+            },
+            "evidence": {
+              "type": "string"
+            },
+            "location": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "page": {
+              "anyOf": [
+                {
+                  "exclusiveMinimum": 0,
+                  "maximum": 9007199254740991,
+                  "type": "integer"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "sourceDate": {
+              "anyOf": [
+                {
+                  "type": "string"
+                },
+                {
+                  "type": "null"
+                }
+              ]
+            },
+            "trustClass": {
+              "const": "untrusted_document_content",
+              "type": "string"
+            }
+          },
+          "required": [
+            "documentId",
+            "documentUrl",
+            "evidence",
+            "location",
+            "page",
+            "sourceDate",
+            "trustClass"
+          ],
+          "type": "object"
+        },
+        "minItems": 1,
+        "prefixItems": [
+          {
+            "additionalProperties": false,
+            "properties": {
+              "documentId": {
+                "type": "string"
+              },
+              "documentUrl": {
+                "type": "string"
+              },
+              "evidence": {
+                "type": "string"
+              },
+              "location": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              },
+              "page": {
+                "anyOf": [
+                  {
+                    "exclusiveMinimum": 0,
+                    "maximum": 9007199254740991,
+                    "type": "integer"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              },
+              "sourceDate": {
+                "anyOf": [
+                  {
+                    "type": "string"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ]
+              },
+              "trustClass": {
+                "const": "untrusted_document_content",
+                "type": "string"
+              }
+            },
+            "required": [
+              "documentId",
+              "documentUrl",
+              "evidence",
+              "location",
+              "page",
+              "sourceDate",
+              "trustClass"
+            ],
+            "type": "object"
+          }
+        ],
+        "type": "array"
+      },
+      "question": {
+        "type": "string"
+      },
+      "recordClaims": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "asOf": {
+              "type": "string"
+            },
+            "citations": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "label": {
+                    "type": "string"
+                  },
+                  "recordSurface": {
+                    "enum": [
+                      "advisor_meeting",
+                      "professional_learning",
+                      "bi_temporal_fact",
+                      "decision_memory",
+                      "profile_fact",
+                      "document",
+                      "coordination",
+                      "pulse"
+                    ],
+                    "type": "string"
+                  },
+                  "ref": {
+                    "type": "string"
+                  },
+                  "sourceDate": {
+                    "anyOf": [
+                      {
+                        "type": "string"
+                      },
+                      {
+                        "type": "null"
+                      }
+                    ]
+                  }
+                },
+                "required": [
+                  "label",
+                  "recordSurface",
+                  "ref",
+                  "sourceDate"
+                ],
+                "type": "object"
+              },
+              "minItems": 1,
+              "prefixItems": [
+                {
+                  "additionalProperties": false,
+                  "properties": {
+                    "label": {
+                      "type": "string"
+                    },
+                    "recordSurface": {
+                      "enum": [
+                        "advisor_meeting",
+                        "professional_learning",
+                        "bi_temporal_fact",
+                        "decision_memory",
+                        "profile_fact",
+                        "document",
+                        "coordination",
+                        "pulse"
+                      ],
+                      "type": "string"
+                    },
+                    "ref": {
+                      "type": "string"
+                    },
+                    "sourceDate": {
+                      "anyOf": [
+                        {
+                          "type": "string"
+                        },
+                        {
+                          "type": "null"
+                        }
+                      ]
+                    }
+                  },
+                  "required": [
+                    "label",
+                    "recordSurface",
+                    "ref",
+                    "sourceDate"
+                  ],
+                  "type": "object"
+                }
+              ],
+              "type": "array"
+            },
+            "confidence": {
+              "enum": [
+                "recorded",
+                "derived",
+                "reported"
+              ],
+              "type": "string"
+            },
+            "statement": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "asOf",
+            "citations",
+            "confidence",
+            "statement"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "saidPlainly": {
+        "type": "string"
+      },
+      "savableToRecord": {
+        "type": "boolean"
+      },
+      "scope": {
+        "additionalProperties": false,
+        "properties": {
+          "principal": {
+            "type": "string"
+          },
+          "recordScope": {
+            "enum": [
+              "advisor_brain_routing",
+              "own_advisor_meeting_record",
+              "own_professional_record",
+              "own_household",
+              "single_household_scoped",
+              "consented_cohort_anonymized"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "principal",
+          "recordScope"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "asOf",
+      "kind",
+      "nextStep",
+      "passages",
+      "question",
+      "recordClaims",
+      "saidPlainly",
+      "savableToRecord",
+      "scope"
+    ],
+    "type": "object"
+  }
+]
  3. First observed

TDQS

A4.1/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already cover the safety profile (readOnly, idempotent, non-destructive, closed-world). The description goes beyond them by disclosing response behavior — it cites source and page, and explicitly says it will state plainly when it lacks an answer — plus the scope limitation to the connected person's household. That is meaningful added context for a Q&A tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

A single dense sentence that front-loads the core purpose and appends scope and behavioral caveats; there is little waste. It is somewhat run-on, packing citation behavior, failure mode, and scope exclusions into one clause chain, but nothing is redundant.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With annotations covering the safety profile and an output schema handling return values, the description supplies what remains: query scope, citation behavior, and the no-answer fallback. It is essentially complete for this tool; only explicit routing to alternative tools for out-of-scope questions is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100% and both parameters are documented in the schema, including the record enum and the question length bounds. The description adds no syntax, format, or interpretation guidance for the parameters beyond what the schema already provides, so the baseline of 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb ('answers questions') and a precisely scoped resource (the connected person's own household record — trusts, entities, properties, insurance, decisions, documents). It also explicitly distinguishes itself from sibling read tools by naming what it does not do (does not track balances or spending), so an agent can separate it from get_household_financial_snapshot or search_my_document_contents.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives clear context for use: ask about the connected person's own family finances and what their documents say, from the X1 household record or kept documents on outside assistants. It adds a negative boundary (only the connected person's own household, no balances/spending) but does not name a specific alternative tool for those excluded cases, so routing is implied rather than explicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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