Switchbooks

ai.switchbooksv1.0.1更新于 Oct 5, 2026

Bookkeeping and accounting: P&L, balance sheet, cash flow, transactions, accounts, payees, rules.

已验证Streamable HTTP可网页运行FinanceBusiness & Commerce

概览

AI 生成的概览

将助手连接到 Switchbooks 会计数据，使其可以读取报表和交易，并可选地执行可撤销的记账更改。

功能
提供一个托管的 Switchbooks 会计连接器。它提供 list_companies 和 set_company，其他工具针对所选公司运行，可显示损益表、资产负债表、现金流量、交易、账户、类别、收款人和规则。获得写入权限后，它可以过账或拆分交易、匹配转账、创建或编辑日记账分录、更改类别、收款人或规则，并完成已预览的对账。
适用场景
当你希望助手回答有关 Switchbooks 账簿的问题时使用，例如列出公司、显示上个月的损益、查找支付给某收款人的交易，或查看账户和类别。当你希望在授权下让助手进行可撤销的记账编辑时，它也很有用。
运行要求
需要一个可访问至少一家公司的 Switchbooks 账户；公司的会计工具需要有效的试用或订阅。托管服务器位于 Streamable HTTP，并采用 OAuth、动态客户端注册和 PKCE。不需要 API 密钥、共享密钥或本地服务器。登录在浏览器中完成。
安装前请注意
同意屏幕允许你选择只读访问（switchbooks.read）或同时允许更改（switchbooks.write）。该复选框最初遵循客户端请求的范围，因此每次连接时都要检查。写入权限允许进行过账或拆分交易、编辑日记账分录以及更改类别、收款人或规则等更改，不过 Switchbooks 可以撤销这些更改。任何连接都不能连接或同步银行、发送电子邮件或邀请、共享报表、导入文件、合并银行账户、删除文件或移除团队成员。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Switchbooks，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "switchbooks": {
      "type": "http",
      "url": "https://app.switchbooks.ai/api/mcp"
    }
  }
}

README

Switchbooks

Connect Cursor, Grok Bot, and Grok Build to your Switchbooks accounting data. Ask about reports, search transactions, and inspect accounts, categories, payees, and rules.

Choose read-only access or authorize undoable bookkeeping changes on the Switchbooks consent screen. Read-only access covers reports, transactions, accounts, categories, payees, and other accounting information. Selecting an active company changes only the connection's company selection.

Connect

You need a Switchbooks account with access to at least one company. A company's accounting tools require an active trial or subscription; authorizing or disconnecting a connection does not.

  1. After installing the plugin, open its connection settings. In Grok Bot, use Marketplace → Your plugins to find installed plugins.
  2. Enable the Switchbooks connection and complete the browser sign-in when prompted.
  3. Review the Switchbooks consent screen. To keep the connection read-only, clear Let it make changes to the books before choosing Allow access. Leave it selected only if you want to authorize bookkeeping changes, then choose Allow access and changes.
  4. Ask the assistant to list your Switchbooks companies and select the company you want to work with.

The hosted server is https://app.switchbooks.ai/api/mcp. It uses Streamable HTTP with OAuth, dynamic client registration, and PKCE. No API key, shared secret, or local server is required.

The consent checkbox initially follows the scopes requested by your client, so review it each time you connect. Read-only access uses switchbooks.read; allowing changes also grants switchbooks.write. Existing read-only connections stay read-only until you reconnect and authorize changes.

With write permission, the connector can make changes that Switchbooks can undo, such as posting or splitting transactions, matching transfers, creating or editing journal entries, changing categories, payees or rules, and completing a previewed reconciliation. No connection can connect or sync banks, send email or invitations, share reports, import files, merge bank accounts, delete files, or remove teammates.

Try it

  • “List my Switchbooks companies.”
  • “Use [company name] and show last month's profit and loss.”
  • “Find transactions paid to [payee] last quarter.”
  • “Show the accounts and categories for this company.”

The connector exposes list_companies and set_company. Other tools use the selected company. A single accessible company is selected automatically; accounts with multiple companies must choose one. Access is checked for every tool call.

Disconnect

In Switchbooks, open Settings → MCP → Connected apps, find the connection, and choose Disconnect. This immediately revokes both its access and refresh tokens. You can reconnect later by authorizing access again.

Local Cursor setup

To test the hosted connector before marketplace installation, merge the mcpServers.switchbooks entry from this package's mcp.json into your project's .cursor/mcp.json or your user's ~/.cursor/mcp.json. Preserve any existing server entries, then enable Switchbooks and sign in through Cursor.

See Cursor MCP setup and Grok Bot plugin settings. In Grok Build, install from the marketplace with grok plugin install switchbooks; the .mcp.json at the plugin root points at the same hosted server.

Support

Contact [email protected].

Switchbooks · Privacy policy · Terms of service

来源：README.md，提交 688810c

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版本历史

1
  1. v1.0.1最新Oct 5, 2026