Product

MCP Middleware That Connects AI Agents to Financial Markets

What Is Switchfin?

Switchfin is MCP middleware that provides institutional-grade financial services to AI agents through Model Context Protocol. Our platform eliminates the need for AI developers to build their own compliance engines, risk systems, or execution infrastructure—just connect via MCP and access everything through our specialized agents.

Coming Soon: Early access for select partners to integrate with our 9-agent architecture.

See How It Works

What Our MCP Middleware Will Enable

Instant Financial Infrastructure

Connect any AI agent to professional trading capabilities without building infrastructure. Access compliance, execution, and risk management as MCP tools.

Built-in Compliance & Risk

Every trade request automatically passes through regulatory and risk checks. No need to build your own compliance engine or worry about violations.

Multi-Strategy Orchestration

Deploy multiple AI strategies across accounts, asset classes, and objectives. Our agents coordinate execution while maintaining isolation.

Virtual Testing Environment

Test strategies in production-like virtual accounts with real market data. Graduate successful strategies to live trading seamlessly.

Real-Time Portfolio State

Access current positions, cash, and exposures through MCP queries. Your AI always knows the exact portfolio state before making decisions.

Professional Analytics

Track performance, attribution, and risk metrics automatically. Access institutional-grade analytics without building your own systems.

9 Specialized Agents, One MCP Connection

Access a complete financial infrastructure through our ensemble of specialized agents, all available via Model Context Protocol.

List of Switchfin agents and their roles
Agent MCP Services Provided
Gateway Agent
MCP interface, authentication, request routing, and permission management
Supervisor Agent
Multi-agent coordination, health monitoring, and lifecycle management
Compliance Agent
Regulatory checks, trade restrictions, and policy enforcement via MCP
Strategy Orchestration Agent
Multi-strategy execution, coordination, and conflict resolution
Order Execution Agent
Smart order routing, algorithmic execution, and fill tracking
Portfolio Agent
Real-time position tracking, P&L calculation, and allocation management
Research Agent
Market data, fundamental analysis, and trading signals via MCP
Risk Agent
Exposure monitoring, position limits, and risk metric calculations
Analytics Agent
Performance attribution, reporting, and audit trail management
Explore MCP Integration

Connect in Minutes via MCP

Your AI agents access our financial infrastructure through standard Model Context Protocol tools 

// Your AI agent sends natural language instructions via MCP
const switchfin = new MCPClient({
  url: "mcp://switchfin.ai",
  apiKey: process.env.SWITCHFIN_API_KEY
});

// Natural language trading instruction
const result = await switchfin.call("strategy.execute", {
  instruction: `Sell 2 AAPL calls in any of my accounts holding at least 
    500 shares of AAPL. Find contracts you can sell for a minimum of 
    1.75 with a delta of 30 or lower with an expiration from 35-50 
    days out. Exit position when 50% profit is reached or 19 days 
    left until expiration.`
});

// Switchfin's agents handle everything:
// ✓ Strategy Orchestration Agent shepherds full process between agents
// ✓ Portfolio Agent scans accounts for 500+ AAPL shares
// ✓ Research Agent finds optimal contracts meeting criteria  
// ✓ Risk Agent validates position sizing and exposure
// ✓ Compliance Agent ensures suitability, account status, buying power
// ✓ Order Execution Agent places the trades and monitors order status
// ✓ Analytics Agent monitors for exit conditions

Early access opening soon

Join the Waitlist

MCP Middleware vs. Building Your Own Infrastructure

Comparison between building your own infrastructure and using Switchfin MCP middleware
Building Your Own Switchfin MCP Middleware
Months of infrastructure development Connect in minutes via MCP
Build compliance engine from scratch Built-in regulatory compliance
Manage broker relationships Pre-integrated broker network
Develop risk management systems Professional risk controls included
Maintain and scale infrastructure Fully managed, auto-scaling platform

Built for the Future of Finance

AI Platform Builders

Add professional trading to your AI without building financial infrastructure. Focus on your models while we handle compliance, execution, and risk.

Coming Soon: MCP SDK

Broker-Dealers

Enable AI trading for your clients with built-in compliance and risk controls. White-label our infrastructure for your platform.

Coming Soon: Partner Program

RIAs & Wealth Managers

Deploy AI-powered strategies across client accounts with institutional-grade infrastructure and compliance built in.

Coming Soon: RIA Solutions

The Future of Financial Infrastructure is MCP-Native

Switchfin provides the middleware layer that makes institutional-grade trading accessible to every AI agent through Model Context Protocol.

No infrastructure to build or maintain
Professional compliance and risk built-in
Connect any AI via standard MCP tools
Request Early Access Contact Our Team

Join the Early Access Program

Be among the first to connect your AI to institutional-grade financial infrastructure.

We'll notify you when early access opens. No spam, ever.