A side-by-side look at the Finance Toolkit and Switchboard Finance MCP servers: transport, auth, tools, quality signals, and the config to install either one in Claude, Cursor, Windsurf or VS Code.
Verdict: choose Finance Toolkit for finance & fintech work as a local process; choose Switchboard Finance for finance & fintech. You can also run both side by side in one mcpServers block.
check_fit, list_products, search.Rows where the two servers differ are marked.
| Spec | S Switchboard Finance | |
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 48/100 · Fair | 47/100 · Fair |
| Install command | Confirmed | Not confirmed yet |
| Transport | Local subprocess (stdio) | — |
| Auth | Not declared | No auth required |
| Pricing | Free | Free |
| Required env vars | None listed | None listed |
| Verified owner | Community listing | Community listing |
| GitHub stars | 5,432 | 0 |
| Directory activity | 3 views 0 installs 0 upvotes | 0 views 0 installs 0 upvotes |
| Tools | Not listed | 4 |
| Full listing | View Finance Toolkit | View Switchboard Finance |
No tool names declared yet. Check the project README from the listing page.
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.list_productsEvery finance type with observed sizes, time to fund, LVR and rate ranges.searchSearch published information and fetch full text with a source URL.request_callbackSends one consented enquiry to a licensed broker; returns a reference and expected contact time. Idempotent.Paste either block (or both) into your client config, e.g. claude_desktop_config.json or ~/.cursor/mcp.json. We only show a config when the install command is confirmed.
{
"mcpServers": {
"finance-toolkit": {
"command": "uvx",
"args": [
"financetoolkit"
]
}
}
}
No confirmed install command for Switchboard Finance yet — follow the setup steps linked from its listing page rather than a guessed package name.