io.github.Nicklim123/switchboard-finance

repo:https://github.com/nicklim123/switchboard-finance-mcp

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

transport:: remote
credential class:: open
repo:: https://github.com/Nicklim123/switchboard-finance-mcp

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Tools

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

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