Switchboard Finance

io.github.Nicklim123由 GitHub 帳號 Nicklim123 發布v2.0.3更新於 Oct 30, 2026

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

發布方自己的服務：Finance Foundation

已驗證Streamable HTTP可網頁執行金融商業與電商

服務詳細資訊

識別碼: io.github.Nicklim123/switchboard-finance
傳輸: Streamable HTTP
執行環境: Web executable
信任: Verified
發布於: Oct 1, 2026

安全提示

MCP 服務會接收對話中的工具呼叫請求，並可能執行外部操作。啟用前請先了解該服務能做什麼，並只授予它所需的權限。

註冊中心已驗證此條目所屬的 GitHub 帳號 Nicklim123。這並不表明該帳號就是產品方。

SourceWeft 的檢查只涵蓋條目是否完整、端點是否回應；不審查伺服器的程式碼，也不審查其工具的行為。

在 README 中新增徽章

向讀者展示該 MCP 服務已收錄於 SourceWeft，徽章連結到本頁。

[![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)

概覽

AI 產生的概覽

由澳洲金融經紀商提供的遠端 MCP 伺服器，讓助理判斷某類商業融資是否合適，並可請求經紀商回電。

可以做什麼: 依業務情境判斷適合的融資類型，含貸款額度、LVR、撥款時間、營運歷史、所需文件與排除條件
列出所有融資類型及觀察到的額度、撥款時間、LVR 與利率區間
搜尋已發布的融資類型、條件與牌照資訊，並依 id 取得全文與來源連結
在取得同意後向持牌經紀商送出一筆諮詢，回傳編號與預計聯絡時間
適用情境: 適合自營的澳洲經營者或 ABN 持有人向助理詢問商業融資時使用，例如稅務欠款、caveat 或二胎房貸、設備、商業不動產、應收帳款融資等，並希望取得適配判斷或經紀商聯絡。內容僅為一般資訊，不構成核貸決定或建議。
執行需求: 遠端 Streamable HTTP 端點，免登入，也不需要 API 金鑰。需使用支援遠端 MCP 連接器的用戶端，例如 Claude、ChatGPT、Claude Code、VS Code、Cline 或 Cursor，並需能連線至該託管服務。

安裝前請注意

request_callback 會把諮詢者資料送給持牌經紀商，對方之後會以電話、簡訊和電子郵件聯絡；此工具需要明確同意，也是唯一會寫入資料的工具。僅接收本人同意送出的資訊。內容僅為一般資訊，不指名任何貸款機構，且不含消費性貸款。

安裝

在 SourceWeft 中

開啟儀表板中的 Switchboard Finance，將其新增到工作區。
為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.Nicklim123%2Fswitchboard-finance/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

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

README

Switchboard Finance MCP server

[圖片]

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.

來源：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.

輸入參數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.

輸入參數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.

輸入參數abnname必填email必填phone必填amountconsent必填scenario必填agent_namenotice_shownbusiness_nameconsent_methodidempotency_key另有 1 個

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"}.

輸入參數query必填