Your books, inside the assistant you already use.

Switchbooks works in Claude, Cursor, Grok Bot and any client that supports remote MCP servers. Ask about your books, run reports, or have the assistant do the bookkeeping.

Connect in ClaudeStep-by-step tutorial

Where to find it

Four ways in. All of them use the same sign-in and the same tools.

Claude

Listed in the Claude connector directory. Open the listing, click Connect and sign in to Switchbooks.

  1. 1.Open the Switchbooks listing in the Claude directory and click Connect. On a Team or Enterprise plan your organization owner may need to add it first.
  2. 2.Sign in to Switchbooks and review what the connection may do. Untick Let it make changes to the books for a read-only connection, then choose Allow access.
  3. 3.In a chat, enable Switchbooks from the + menu under Connectors. Ask "List my Switchbooks companies", then "Use [company name]".
Open in the Claude directory

Grok Bot

Available as a plugin in the Grok Bot marketplace.

  1. 1.In Grok Bot, open Settings, then Plugins, then Marketplace, and search for Switchbooks.
  2. 2.Install the plugin and sign in to Switchbooks in your browser when prompted. Review what the connection may do and allow access.
  3. 3.Ask your Bot "List my Switchbooks companies", then "Use [company name]" to start.

Cursor

Listed in the Cursor marketplace. Add it from the listing and sign in to Switchbooks.

  1. 1.Open the Switchbooks listing in the Cursor marketplace and add it to Cursor.
  2. 2.Sign in to Switchbooks when Cursor opens the browser, review what the connection may do, and allow access.
  3. 3.In a chat, ask "List my Switchbooks companies", then "Use [company name]".
Open in the Cursor marketplace

Any MCP client

Other tools that support remote MCP servers with OAuth connect with the server URL. The server is published in the official MCP registry as ai.switchbooks/switchbooks.

  1. 1.Add a remote MCP server with the URL https://app.switchbooks.ai/api/mcp. No client ID or secret is needed; the server supports dynamic client registration.
  2. 2.Complete the sign-in the client opens. Choose read-only or allow changes when asked.
  3. 3.Call list_companies, then set_company, before using the other tools.
MCP server URL:
https://app.switchbooks.ai/api/mcp
Authorization:
OAuth 2.1 with PKCE and dynamic client registration. Switchbooks is its own authorization server.
Discovery:
https://app.switchbooks.ai/.well-known/oauth-protected-resource and https://app.switchbooks.ai/.well-known/oauth-authorization-server
MCP registry:
ai.switchbooks/switchbooks, record at https://registry.modelcontextprotocol.io/v0/servers?search=switchbooks

What a connected assistant can do

You choose when you connect: read-only, or allowed to make changes. Either way it works in one company at a time.

Read

  • Search transactions in To Review or posted, by description, amount, date, account or payee
  • List categories, payees, rules, accounts and the team
  • Run a profit and loss, balance sheet, cash flow, forecast or trial balance for any dates
  • Open the entries behind any report number
  • Read stored files such as receipts and statements

With write access

  • Categorize, post and split To Review rows
  • Match transfers between accounts
  • Book and edit journal entries
  • Create, rename and merge categories and payees
  • Make and change rules, including auto-post
  • Reconcile an account from a preview, and undo a reconciliation
  • Book an opening balance from a preview
  • Attach and rename files
  • Add questions to the owner's open request
  • Undo its own changes

Never

  • Connect, reconnect or sync a bank
  • Send email, invitations or reminders
  • Share a report or create a share link
  • Merge or delete bank accounts
  • Delete files or remove teammates
  • Change billing or delete the company

Things to say

Include the company and the dates you want. The assistant names the company in every answer.

  • “List my Switchbooks companies.”
  • “Use Harbor Goods. What is sitting in To Review?”
  • “Post everything in To Review that matches a rule, and list what you were unsure about.”
  • “Show me last month's profit and loss.”
  • “Compare this quarter's expenses with the previous quarter.”
  • “Find every transaction paid to Gusto this year.”
  • “Reconcile Chase checking to the statement ending September 30 with a balance of 12,480.12.”
  • “What did you change today? Undo the last one.”

The tools

Sixteen tools, each with a few actions. A read-only connection sees only the reading actions.

books_glance
The company's key numbers, what waits in To Review, what is reconciled through when, and the chart of accounts.
get_switchbooks_info
How Switchbooks works, by topic: workflow, categories, rules, banking, reconciliation, reports, billing and more.
list_companies
Every company the signed-in user can access.
set_company
Picks the company the other tools work in.
manage_transactions
Bank and card rows in To Review or posted: search, read, and with write access categorize, post, split and match them.
manage_reports
Profit and loss, balance sheet, cash flow and forecast for any dates, a trial balance as of a date, and the entries behind any number.
manage_categories
The chart of accounts: list, and with write access create, rename and merge categories.
manage_payees
Who was paid or who paid the company: list, and with write access create and merge payees.
manage_rules
Rules that file incoming bank rows by description, amount or direction, with optional auto-post.
manage_accounts
Bank and card accounts on the books, a comparison with the bank, and with write access opening balances.
manage_journal_entries
Manual journal entries: adjustments, accruals, depreciation, payroll. Debits must equal credits.
manage_reconciliations
Tie an account to its statement from a preview, finish it, or undo a finished one.
manage_files
Stored files: list and read them, and with write access attach one to a row or entry, or rename it.
manage_requests
Questions for the company owner about rows or files, added to the open request they answer in the app.
manage_company
The company's name, description, lasting facts and team.
manage_changes
This connection's changes to the books: list them and undo the latest or a named one.

Common questions

Is Switchbooks in the Claude directory?

Yes. The listing is at https://claude.ai/directory/switchbooks. Click Connect, sign in to Switchbooks, and choose whether the connection may make changes.

Is Switchbooks in the Cursor marketplace?

Yes. The listing is at https://cursor.com/marketplace/switchbooks. Add it from there and sign in to Switchbooks when Cursor opens the browser.

Does Switchbooks work with ChatGPT?

Switchbooks is not listed in ChatGPT yet. Any client that supports remote MCP servers with OAuth can connect with the server URL.

What is the Switchbooks MCP server URL?

https://app.switchbooks.ai/api/mcp. It uses OAuth 2.1 with PKCE and dynamic client registration, so no client ID or secret is needed. Discovery documents are at https://app.switchbooks.ai/.well-known/oauth-protected-resource and https://app.switchbooks.ai/.well-known/oauth-authorization-server.

Is Switchbooks in the official MCP registry?

Yes, as ai.switchbooks/switchbooks, with a streamable HTTP remote at https://app.switchbooks.ai/api/mcp. The registry is an API; the record is at https://registry.modelcontextprotocol.io/v0/servers?search=switchbooks. Catalogs that copy from the registry list it on their own schedules.

Does connecting an assistant cost extra?

No. The connection is included with Switchbooks, which is $25 per month per company with a 10-day free trial.

Can an assistant change my books?

Only if you allow it when connecting. A read-only connection can search and run reports. A connection with write access can also post, match, book entries, reconcile and make rules, and every change it makes is recorded and can be undone from the same chat.

What can a connected assistant never do?

Connect a bank, send email or invitations, share a report, merge or delete accounts, delete files, remove teammates, change billing or delete the company. Those happen in the Switchbooks app.

Which company does the assistant work in?

It can see every company you can access. Ask it to list your companies, then name the one to use. If you have only one, it is selected automatically.

Does the assistant see my bank login?

No. Bank connections use Plaid inside the Switchbooks app, and no connection can start or finish one. The assistant only sees the transactions already in your books.

How do I disconnect?

In Claude, open Customize, then Connectors, select Switchbooks and disconnect it. In Grok Bot, remove the plugin from Settings, then Plugins. In Switchbooks, Settings, then MCP, lists every connection and token with a Revoke button.

Your books, done.

$25/month. Every feature included, the connection too.

Get started