Support

Contact us

Email info@switchbooks.ai for help with anything: your account, billing, bank connections, reports, or connecting Switchbooks to an AI assistant.

To help us resolve things quickly, include the email address on your Switchbooks account, the company name the question relates to, and what you expected to happen versus what you saw. Screenshots help.

Common topics

• Signing in. Use the email code option on the sign-in page if you have trouble with your password, or reset it from the same page.
• Bank connections. If an account stops syncing, reconnect it from the Accounts page. If transactions still look wrong afterward, email us and we will investigate the connection directly.
• AI assistants (Claude, Grok Bot, and others). Switchbooks connects to AI assistants through a connection that reads your books and, only if you allow it when connecting, changes them; every change it makes can be undone. It can never reconnect or sync a bank, send email or invitations, or delete anything permanently. You can disconnect an assistant anytime.
• Billing. Questions about your subscription, invoices, or plan changes: email us from the address on the account and we will sort it out.

Connect Claude to Switchbooks

The AI assistants page has every way to connect, what a connected assistant can do, and the MCP server details.

You need a Switchbooks account with access to at least one company. The connection can read data from all companies you can access; selecting a company chooses which books Claude uses for your questions.

1. Open Switchbooks in the Claude directory and click Connect. If you use a Team or Enterprise account, your organization owner may need to add it first. To add it by hand instead, open Customize → Connectors, choose Add custom connector, and enter the server URL https://app.switchbooks.ai/api/mcp.
2. Click Connect, sign in to the Switchbooks account you want to use, and review the account email and what the connection may do. The box Allow bookkeeping changes is on when the app asked for it or you have no company yet; untick it for a read-only connection, then choose Allow access.
3. In a Claude chat, enable Switchbooks from + → Connectors. Ask “List my Switchbooks companies,” then “Use [company name]” before asking about your books. If you have only one company, it is selected automatically.

For other AI assistants that support remote MCP, use the same server URL and follow the assistant's connection instructions.

Questions to try

Include the company and date range you want to review. For example:

• “For [company name], show last month's profit and loss.”
• “Compare this quarter's expenses with the previous quarter.”
• “Find transactions paid to [payee name] this year.”

Ask “Use [another company name]” to switch companies. Review the company named in the results, especially when working across several sets of books.

Disconnect an assistant

In Claude, open Customize → Connectors, select Switchbooks, and disconnect it. For another assistant, use its connector settings. If you connected with a personal MCP token, open Switchbooks Settings → MCP and choose Revoke for that token.

If a connection fails, check that you signed in to the intended Switchbooks account and can access the company there, then disconnect and reconnect the assistant. For further help, email us with the error message.

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