Switchboard Finance

io.github.Nicklim123Published by GitHub account Nicklim123v2.0.3Updated Oct 30, 2026

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

The publisher's own server: Finance Foundation

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Remote MCP server from an Australian finance broker that lets assistants check which business finance fits a scenario and request a broker callback.

What you can do
  • Check which finance types fit a business scenario, with loan size, LVR, timing, trading history, documents and deal-breakers
  • List all finance types with observed sizes, time to fund, LVR and rate ranges
  • Search published information on finance types, criteria and licensing, and fetch full document text with source URLs
  • Send one consented enquiry to a licensed broker and get a reference and expected contact time
When to use it
Useful when a self-employed Australian or ABN holder asks an assistant about business finance such as ATO debt, caveat or second mortgages, equipment, property or invoice finance, and wants a fit assessment or a broker contact. It is general information, not a credit decision or advice.
Requirements
A remote Streamable HTTP endpoint with no sign-in and no API key. Works in clients that support remote MCP connectors, such as Claude, ChatGPT, Claude Code, VS Code, Cline or Cursor. Network access to the hosted service is required.
Before you install
request_callback sends a person's enquiry details to a licensed broker, who then contacts them by phone, SMS and email; it requires explicit consent and is the only tool that writes. Only details the person agrees to send are received. Information is general only, no lender is named, and consumer loans are out of scope.

Installation

In SourceWeft

  1. Open Switchboard Finance in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.Nicklim123%2Fswitchboard-finance/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "switchboard-finance": {
      "type": "http",
      "url": "https://api.switchboardfinance.com.au/mcp"
    }
  }
}

README

Switchboard Finance MCP server

[Image]

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:

json
{ "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?"

[Fit check card]

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.

Source: README.md at commit 7f5f728

Tools

5

check_fit

Check business finance 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, development, equipment and vehicles, invoice finance, overdrafts, bad credit and going-concern businesses such as motels. With amount, property value, timing and trading history it also checks loan size, LVR and time to fund against observed ranges, and returns documents usually needed, deal-breakers and an expected callback time. Example: {"purpose":"clear a $180k ATO debt this week","security":"warehouse worth $1.2M, $400k owing","amount":180000,"property_value":1200000,"existing_debt":400000}. General information, not a credit decision or advice.

Parametersamountpurposesecuritysituationborrower_typeexisting_debtproperty_valuetrading_monthsbusiness_purposeneeded_within_days

list_products

List business finance types

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 position, deal-breakers, documents, pricing, term). Example: {"lane":"caveat"}. Category-level only; no lender is named.

Parameterslane

request_callback

Request a broker 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 email, including follow-up emails I can unsubscribe from at any time." Returns a reference number and the expected contact time. Nothing is applied for and no credit check is run. Retries with the same idempotency_key return the original reference instead of creating a second enquiry.

Parametersabnnamerequiredemailrequiredphonerequiredamountconsentrequiredscenariorequiredagent_namenotice_shownbusiness_nameconsent_methodidempotency_key+1 more

fetch

Fetch a Switchboard document

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

Parametersidrequired

Version history

3
  1. v2.0.3LatestOct 1, 2026
  2. v2.0.1Oct 1, 2026
  3. v2.0.0Oct 1, 2026

Score

90% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

    Declare a license in the repository or the registry entry.

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