Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Australian business loans: ATO debt, caveat, equipment, property. Check fit, then a broker calls.
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Works in Claude on the web, desktop and mobile:
https://api.switchboardfinance.com.au/mcpRun this in your terminal
claude mcp add --transport http switchboard-finance https://api.switchboardfinance.com.au/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"switchboard-finance": {
"url": "https://api.switchboardfinance.com.au/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"switchboard-finance": {
"type": "http",
"url": "https://api.switchboardfinance.com.au/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://api.switchboardfinance.com.au/mcpMenu names can differ slightly by plan and over time.
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These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 8, 2026. The maker wrote them, not us; we show them as plain text.
check_fitChecks whether an Australian business owner's finance need is something Switchboard Finance, a licensed finance broker, can help with, and which finance types fit. Covers ATO or tax debt, bank declines, caveat and second mortgages, private and commercial property loans, developme
list_productsLists the types of business finance Switchboard Finance arranges for self-employed Australians and ABN holders, with observed loan sizes, time to fund, maximum LVR and rate ranges across its lender panel. Pass lane for one type's full criteria (security, LVR, trading history, ATO
request_callbackSends a business owner's finance enquiry to a licensed Switchboard Finance broker, who contacts them by phone, SMS and email. Requires consent: true, meaning the person has agreed to this wording: "I agree to Switchboard Finance contacting me about this enquiry by phone, SMS and
searchSearches Switchboard Finance's published information on Australian business finance types, criteria and licensing. Returns ids, titles and source URLs for citation. Example: {"query":"second mortgage LVR for a trust"}.
fetchReturns the full text of one Switchboard Finance document by its id, with its source URL for citation. Example: {"id":"lane:caveat"}.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 9, 2026
The registry name was verified with the GitHub account Nicklim123, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 79 ms (HTTP 200)
No sign-in needed
Read 5 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (2.0.3) reached the registry 39 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Australian business loans for the self-employed. A remote MCP server that lets AI assistants check which business finance fits a situation — ATO debt, caveat loans, second mortgages, private lending after a bank decline, commercial property, development, equipment, truck and vehicle finance, invoice finance, overdrafts, bad credit, motels and pubs — and, with the owner's consent, request a callback from a licensed broker.
Run by Switchboard Finance Pty Ltd, Credit Representative 576702 of Australian Credit Licence 517192. General information only: no lender is named, nothing is a credit decision, offer or advice, and consumer loans are out of scope.
https://api.switchboardfinance.com.au/mcp (Streamable HTTP, no sign-in)io.github.Nicklim123/switchboard-finance/openapi.json, A2A agent card at /.well-known/agent-card.json| Tool | What it does | Writes? |
|---|---|---|
check_fit | Which finance types fit a scenario, with loan size, LVR, timing and trading-history checks, documents usually needed, deal-breakers and the expected callback time. Renders an interactive card (MCP Apps) where supported. | No |
list_products | Every finance type with observed sizes, time to fund, LVR and rate ranges. | No |
search / fetch | Search published information and fetch full text with a source URL. | No |
request_callback | Sends one consented enquiry to a licensed broker; returns a reference and expected contact time. Idempotent. | One enquiry |
Claude: Settings → Connectors → Add custom connector → paste the endpoint. ChatGPT: Settings → Apps → Developer mode → Create app → paste the endpoint. Claude Code: claude mcp add --transport http switchboard-finance https://api.switchboardfinance.com.au/mcp VS Code: code --add-mcp '{"name":"switchboard-finance","type":"http","url":"https://api.switchboardfinance.com.au/mcp"}' Cline: MCP Servers → Remote Servers → name switchboard-finance, URL above (see llms-install.md). Cursor: this repo is a Cursor / Agent Plugin (.cursor-plugin/plugin.json, mcp.json, a skill). Or add it manually:
{ "mcpServers": { "switchboard-finance": { "type": "http", "url": "https://api.switchboardfinance.com.au/mcp" } } }
Demo walkthrough (all test cases against the live server): demo.mp4
Only details a person agrees to send through request_callback are received: https://api.switchboardfinance.com.au/privacy · terms: https://api.switchboardfinance.com.au/terms · hello@switchboardfinance.com.au · 0483 980 567
This repository documents a hosted service; the server itself is not open source.