Switchbooks MCP Server: Install & Setup

Install Switchbooks in Claude Code

Claude Code

claude mcp add --transport http switchbooks https://app.switchbooks.ai/api/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "switchbooks": {
      "url": "https://app.switchbooks.ai/api/mcp"
    }
  }
}

Frequently asked questions

What does the Switchbooks MCP server do?

Bookkeeping and accounting: P&L, balance sheet, cash flow, transactions, accounts, payees, rules.

Is the Switchbooks MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Switchbooks run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add Switchbooks to Claude Code?

Run: claude mcp add --transport http switchbooks https://app.switchbooks.ai/api/mcp

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