Switchbooks
Claude connectorCommunityReview your books, explore transactions, and analyze financial reports with read-only access to Switchbooks.
- Tools
- 14
exposed by this connector
Movement
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Rank by popularity
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Rank by trending score
Popularity score
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Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services441st of 468 by popularity · not ranked by trending score
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Amazon Selling Partner | 20,051,962 | — | |
| 2 | 1,773,864 | 90places up | ||
| 3 |  Coinversa Pulse | 823,885 | — | |
| 4 | 519,243 | 13places up | ||
| 5 | 330,686 | 21places down | ||
| 6 | 268,847 | 514places up | ||
| 7 | 250,429 | 38places up |
Data analytics1,335th of 1,421 by popularity · not ranked by trending score
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | Amazon Selling Partner | 20,051,962 | — | |
| 2 | 2,749,468 | 18places up | ||
| 3 | 1,773,864 | 90places up | ||
| 4 | 1,093,314 | — | ||
| 5 | Coinversa Pulse | 823,885 | — | |
| 6 | 519,243 | 13places up | ||
| 7 | 436,492 | 1places down |
Connect Claude to your Switchbooks account to answer questions about your books. Review profit and loss, balance sheets, cash flow, account balances, transactions, vendors, categories, and journal entries.
Choose a company you have access to, then ask questions such as “Show last month’s profit and loss,” “Which vendors did we spend the most with this quarter?” or “Find uncategorized transactions that need review.”
Your books remain read-only. Selecting a company only saves which company the connection uses; the connector cannot edit or post transactions, change journal entries, send invitations, or transfer money. Disconnect at any time through Claude’s connector settings. A Switchbooks account and access to at least one company are required.
Tools
- get_switchbooks_info
- list_companies
- manage_accounts
- manage_categories
- manage_changes
- manage_company
- manage_files
- manage_journal_entries
- manage_payees
- manage_reports
- manage_requests
- manage_rules
- manage_transactions
- set_company
- Categories
- Made by
- Switchbooks · Website
- Sign-in
- Required
- Connector URL
- https://app.switchbooks.ai/api/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 1, 2026
- More info