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Switchboard Finance

by Nicklim123 · remote · no sign-in to list tools · v2.0.3 · published by GitHub user Nicklim123

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

Final · 1Changes · 1
CompareRegistry entry

5 tools: 1 do something that can't be undone, 1 change things and 3 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http switchboard-finance https://api.switchboardfinance.com.au/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

5 tools

Can't be undone 1Claude Code: ask
  • request_callbackSends a business owner's finance enquiry to a licensed Switchboard Finance broker, who contacts them by phone, SMS and email.No findings

    Why it is in this group

    • The name "request_callback" says "request": a word for a change.
    • The description's first verb is "send": a word for sending, and what is sent cannot be taken back.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Request a broker callback
    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: true
Changes things 1Claude Code: ask
  • check_fitChecks whether an Australian business owner's finance need is something Switchboard Finance, a licensed finance broker, can help with, and which finance types fit.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Check business finance fit
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
Only reads 3Claude Code: allow
  • fetchReturns the full text of one Switchboard Finance document by its id, with its source URL for citation.No findings

    Why it is in this group

    • The name "fetch" says "fetch": a word for reading.
    Description, as the server wrote it
    Returns the full text of one Switchboard Finance document by its id, with its source URL for citation. Example: {"id":"lane:caveat"}.

    Annotations the server declares

    • title: Fetch a Switchboard document
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_productsLists 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 …No findings

    Why it is in this group

    • The name "list_products" says "list": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: List business finance types
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 2.0.3. Values in angle brackets are yours to fill in.

claude mcp add --transport http switchboard-finance https://api.switchboardfinance.com.au/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__switchboard-finance__list_products",
      "mcp__switchboard-finance__search",
      "mcp__switchboard-finance__fetch"
    ],
    "ask": [
      "mcp__switchboard-finance__check_fit",
      "mcp__switchboard-finance__request_callback"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as switchboard-finance. Review it before you use it.