Switchboard Finance

io.github.Nicklim123由 GitHub 账号 Nicklim123 发布v2.0.3更新于 Oct 30, 2026

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

发布方自己的服务：Finance Foundation

已验证Streamable HTTP可网页运行金融商业与电商

服务详情

标识符: io.github.Nicklim123/switchboard-finance
传输: Streamable HTTP
运行时: Web executable
信任: Verified
发布于: Oct 1, 2026

安全提示

MCP 服务会接收对话中的工具调用请求，并可能执行外部操作。启用前请先了解该服务能做什么，并只授予它所需的权限。

注册中心已验证此条目所属的 GitHub 账号 Nicklim123。这并不表明该账号就是产品方。

SourceWeft 的检查只涵盖条目是否完整、端点是否响应；不审查服务器的代码，也不审查其工具的行为。

在 README 中添加徽章

向读者展示该 MCP 服务已收录于 SourceWeft，徽章链接到本页。

[![Listed on SourceWeft](https://sourceweft.com/badge/mcp/io.github.Nicklim123%2Fswitchboard-finance.svg)](https://sourceweft.com/mcp/io.github.Nicklim123%2Fswitchboard-finance?utm_source=readme&utm_medium=badge)

概览

AI 生成的概览

由澳大利亚金融经纪商提供的远程 MCP 服务器，让助手判断某类商业融资是否适合，并可请求经纪商回电。

可以做什么: 根据业务场景判断适合的融资类型，含贷款额度、LVR、放款时间、经营历史、所需材料与排除条件
列出全部融资类型及其观察到的额度、放款时间、LVR 与利率区间
检索已发布的融资类型、条件与牌照信息，并按 id 获取全文及来源链接
在获得同意后向持牌经纪商提交一条咨询，返回编号与预计联系时间
适用场景: 适合自雇的澳大利亚经营者或 ABN 持有人向助手咨询商业融资时使用，例如税务欠款、caveat 或二次抵押、设备、商业地产、发票融资等，并希望获得适配判断或经纪商联系。所提供内容仅为一般信息，不构成信贷决定或建议。
运行要求: 远程 Streamable HTTP 端点，无需登录，也不需要 API 密钥。需使用支持远程 MCP 连接器的客户端，如 Claude、ChatGPT、Claude Code、VS Code、Cline 或 Cursor，并需能访问该托管服务。

安装前请注意

request_callback 会把咨询者的资料发送给持牌经纪商，对方随后通过电话、短信和电子邮件联系；该工具需要明确同意，也是唯一会写入数据的工具。仅接收本人同意发送的信息。内容仅为一般信息，不指明任何贷款机构，且不涵盖消费类贷款。

安装

在 SourceWeft 中

打开控制台中的 Switchboard Finance，将其添加到工作区。
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。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.Nicklim123%2Fswitchboard-finance/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

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

README

Switchboard Finance MCP server

[图片]

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:

json

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

{ "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.

来源：README.md，提交 7f5f728

工具

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.

输入参数amountpurposesecuritysituationborrower_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.

输入参数lane

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.

输入参数abnname必填email必填phone必填amountconsent必填scenario必填agent_namenotice_shownbusiness_nameconsent_methodidempotency_key另有 1 个

search

Search Switchboard finance information

Searches Switchboard Finance's published information on Australian business finance types, criteria and licensing. Returns ids, titles and source URLs for citation. Example: {"query":"second mortgage LVR for a trust"}.

输入参数query必填