About Switchboard Finance
A hosted MCP server for Australian self-employed businesses assessing business finance options. It checks fit across loan types and can send a consented callback request to a licensed broker; it does not provide credit decisions or advice.
Key features
- 01Check finance fit for a business scenario
- 02Review loan types and observed ranges
- 03Search published information and fetch sources
- 04Request a broker callback with consent
Use cases
- 01Explore options for settling ATO debt
- 02Check financing for equipment or vehicles
- 03Find documents commonly needed for invoice finance
MCP support
Provides remote MCP tools for finance-fit checks, product information, published-content search and broker callback requests. Callback requests require consent.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://api.switchboardfinance.com.au/mcpclaude mcp add --transport http nicklim123-switchboard-finance https://api.switchboardfinance.com.au/mcp{"mcpServers":{"nicklim123-switchboard-finance":{"type":"http","url":"https://api.switchboardfinance.com.au/mcp"}}}Open in Cursor{"servers":{"nicklim123-switchboard-finance":{"type":"http","url":"https://api.switchboardfinance.com.au/mcp"}}}Open in VS Code{"mcpServers":{"nicklim123-switchboard-finance":{"type":"http","url":"https://api.switchboardfinance.com.au/mcp"}}}{"mcpServers":{"nicklim123-switchboard-finance":{"serverUrl":"https://api.switchboardfinance.com.au/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
5| Parameter | Type | Required | Description |
|---|---|---|---|
| amount | number | No | Amount needed in AUD |
| purpose | string | No | What the money is for, in the owner's words |
| security | string | No | Property, vehicle, equipment, or none |
| situation | string | No | Anything else relevant: ATO debt, declined by a bank, urgency, credit issues, low doc |
| borrower_type | string | No | company, trust, sole trader or partnership |
| existing_debt | number | No | Amount already owed against that property, AUD |
| property_value | number | No | Value of any property offered as security, AUD |
| trading_months | integer | No | How long the ABN has been trading, in months |
| business_purpose | boolean | No | True if the funds are for a business purpose (false means personal or household) |
| needed_within_days | integer | No | How soon the funds are needed, in days |
Details
From the project READMESwitchboard 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
| 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 |
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 · [email protected] · 0483 980 567
This repository documents a hosted service; the server itself is not open source.
Comments
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