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Switchboard Finance

by Nicklim123version 2.0.3i★ –iRuns in the cloud
Registry nameio.github.Nicklim123/switchboard-finance

Install

Overview

Description from the maker (original English)

Australian business loans: ATO debt, caveat, equipment, property. Check fit, then a broker calls.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

  • Connection: Runs in the cloud
  • Transport: Streamable HTTP
  • Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

Before you install

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://api.switchboardfinance.com.au/mcp

Run this in your terminal

claude mcp add --transport http switchboard-finance https://api.switchboardfinance.com.au/mcp

Open in Cursor

Or copy the settings yourself

Paste 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.

Open in VS Code

Or copy the settings yourself

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:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://api.switchboardfinance.com.au/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

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_fit

    Checks 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_products

    Lists 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_callback

    Sends 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

  • search

    Searches 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"}.

  • fetch

    Returns the full text of one Switchboard Finance document by its id, with its source URL for citation. Example: {"id":"lane:caveat"}.

Basic checksi

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

  • ✓ Pass

    Maker matches the repo

    The registry name was verified with the GitHub account Nicklim123, which owns the repo

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • ✓ Pass

    Endpoint responds

    Responded in 79 ms (HTTP 200)

  • – Not applicable

    Sign-in with OAuth

    No sign-in needed

  • ✓ Pass

    No hidden instructions in tool descriptions

    Read 5 tool descriptions and found no hidden instructions to the AI

Compared with others in Accounting, finance & taxi

  • More stars than 0% of the other 3036 servers in this category
  • Published to the registry more recently than 44% of the other 3036 servers in this category
  • Basic checks equal to or better than 100% of the other 3036 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Switchboard Finance safe?

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.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

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.

Is it still maintained?

The GitHub repo last changed –, and the latest version (2.0.3) reached the registry 39 days ago.

Which apps can use it?

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.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

Alternatives

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

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

by JerBoumaWidely used↓ 15.5K/wk★ 5.5KUpdated today

Computer or cloud

SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

by SolidInvoiceGrowing★ 981Updated today

Runs in the cloud✓ solidinvoice.co

Korea Tax Calculator

Korean tax calculation and tax-audit judgment MCP: 97 tools with statutory citations.

by UpstageAIGrowing↓ 3.2K/wk★ 97Updated today

Runs on your computer

README from the maker

Open the README

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.

Switchboard Finance MCP server

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.

  • MCP endpoint: https://api.switchboardfinance.com.au/mcp (Streamable HTTP, no sign-in)
  • Protocols: 2026-07-28, 2025-11-25, 2025-06-18, 2025-03-26
  • Docs: https://api.switchboardfinance.com.au/docs
  • Official MCP Registry: io.github.Nicklim123/switchboard-finance
  • Also: OpenAPI at /openapi.json, A2A agent card at /.well-known/agent-card.json

Tools

ToolWhat it doesWrites?
check_fitWhich 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_productsEvery finance type with observed sizes, time to fund, LVR and rate ranges.No
search / fetchSearch published information and fetch full text with a source URL.No
request_callbackSends one consented enquiry to a licensed broker; returns a reference and expected contact time. Idempotent.One enquiry

Connect

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" } } }

Example prompts

  • "We owe the ATO $180k and need it cleared this week. We own a warehouse worth $1.2M with $400k owing."
  • "I need $120k for an excavator for my civil company."
  • "What documents do I need for invoice finance?"

Demo walkthrough (all test cases against the live server): demo.mp4

Privacy and support

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.

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