Directory
Every tool, one connection - for the whole team.
Connect a tool once and your whole team @-mentions it from any chat - Claude, GPT, Gemini all share the same connection. And Switchy is itself an MCP server, so the memory you build here shows up inside Claude Code, Cursor, Claude Desktop, and ChatGPT.
Starter includes 1 MCP connection. Pro is unlimited.
22 matches
About finance MCPs
Finance MCPs connect AI agents to accounting platforms, expense systems, and financial data sources. Teams use these when they need agents to pull transaction histories, reconcile accounts, generate reports, or trigger payment workflows without manual CSV exports or API wrangling. The key technical differentiator is authentication scope—whether the MCP handles read-only reporting queries or also supports write operations like invoice creation and payment approval.
Choosing comes down to two factors: data access breadth versus operational risk. Read-only integrations let agents answer questions and build dashboards with minimal compliance overhead. Write-enabled MCPs unlock automation for AP/AR workflows but require tighter permission controls and audit trails. Match the integration's capabilities to whether your team needs financial visibility or wants to automate transactional work.
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- YNABFinance·OAUTH2
- Zoho BooksFinance·OAUTH2
- Zoho InventoryFinance·OAUTH2