How do I install Switchboard Finance?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does Switchboard Finance need an API key?

No required environment variable is listed on this record.

What transport does Switchboard Finance use?

Switchboard Finance is reached over HTTP.

When was Switchboard Finance last checked?

Last checked 2026-10-16. Australian business loans: ATO debt, caveat, equipment, property. Check fit, then a broker calls.

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

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.