# Switchboard Finance [Health: Active]

**Category:** 💰 Finance & Fintech  
**Repository:** https://github.com/Nicklim123/switchboard-finance-mcp  
**GitHub Stars:** 0  
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**Directory Page:** https://allmcps.com/mcp/switchboard-finance

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

## Tools
Capabilities this server exposes over MCP:

- **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.
- **list_products** — Every finance type with observed sizes, time to fund, LVR and rate ranges.
- **search** — Search published information and fetch full text with a source URL.
- **request_callback** — Sends one consented enquiry to a licensed broker; returns a reference and expected contact time. Idempotent.

## Claude Desktop Quick Installation
No confirmed install details yet, so no config is published. Follow the setup steps in the repository above.

## Documentation

## What Switchboard Finance MCP server does

Switchboard Finance MCP server helps an AI assistant assess Australian business-finance scenarios for self-employed applicants. It covers published information and fit checks for areas including 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.

The service is listed in the 💰 Finance & Fintech category. It can identify finance types that may suit a scenario, show observed product ranges, retrieve source-backed information, and send a single enquiry to a licensed broker when the person has consented.

## How it works

The hosted service is available at `https://api.switchboardfinance.com.au/mcp` through Streamable HTTP and does not require sign-in. An MCP-compatible client sends tool calls to the endpoint. `check_fit` evaluates details such as requested loan size, LVR, timing, and trading history, then reports documents commonly needed, deal-breakers, and an expected callback timeframe. Where supported, it can render an interactive MCP Apps card.

`list_products` returns observed loan sizes, funding times, LVR ranges, and rate ranges for the available finance types. `search` and `fetch` support finding published material and retrieving its full text with a source URL. `request_callback` transmits one consented enquiry to a licensed broker and returns a reference plus an expected contact time. The callback operation is idempotent.

## Setup and configuration

Connect the endpoint as a remote HTTP MCP server. The README documents custom-connector setup for Claude, developer-app setup for ChatGPT, and direct configuration for Claude Code, VS Code, Cline, and Cursor. Claude Code can add it with `claude mcp add --transport http`; VS Code and Cursor can use the endpoint in their MCP configuration. No environment variables or local server installation are described.

The service also publishes API documentation at `https://api.switchboardfinance.com.au/docs`, an OpenAPI document at `/openapi.json`, and an A2A agent card at `/.well-known/agent-card.json`.

## Tools and capabilities

- Assess whether finance types fit a business scenario.
- Compare published product characteristics and indicative ranges.
- Search and retrieve published information with source URLs.
- Request one consented callback and receive a tracking reference.
- Show an interactive fit-check card in clients that support MCP Apps.

## Limitations and notes

Switchboard Finance MCP server provides general information only. It does not identify a lender, make a credit decision, issue an offer, or provide advice. Consumer loans are outside scope. The callback feature is an enquiry to a licensed broker, not an approval or completed loan application.

The repository documents a hosted service and is not itself open source. Only information that a person agrees to send through `request_callback` is received. Switchboard Finance is operated by Switchboard Finance Pty Ltd, Credit Representative 576702 of Australian Credit Licence 517192. Privacy, terms, and support links are provided by the service.

_Full upstream README: https://allmcps.com/mcp/switchboard-finance/readme_