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Business & Operations
Switchbooks
Switchbooks v1.0.4
Bookkeeping, reports and edits
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From the developer
Declared limitations
- A read-only connection must not edit accounting records. Setup: reconnect the dedicated reviewer account with Allow bookkeeping changes disabled so only switchbooks.read is granted; use an actual returned Dunder Mifflin sample transaction ref as conversation context.
- Company access applies to edits and reads. Setup: use the dedicated reviewer account, even if it has write permission. A company absent from list_companies is not accessible.
- Real money transfers and investment trades are unsupported, including on a write-enabled connection. This is distinct from recording or matching existing transfers in the books.
Not specified in the available declarations: capabilities, pricing & account requirements.
Onboarding example
Show my profit and loss for last month.
Sources & dates
Developer declarations; not independently tested. Listing last checked Nov 7, 2026. Package observed Nov 6, 2026.
Description
From the marketplace listing
Read financial reports and edit your bookkeeping in ChatGPT. Switchbooks helps business owners, bookkeepers, and accountants review profit and loss (P&L), balance sheets, and cash flow; find and categorize transactions; and manage journal entries across the companies they can access. Choose the permissions when connecting. Read access lets the plugin retrieve and analyze your accounting data. If you explicitly allow bookkeeping changes, it can also edit transaction descriptions, dates, notes, categories, and payees; categorize, post, unpost, split, and match transactions; create and edit journal entries; manage categories, payees, and categorization rules; complete supported reconciliations; and undo supported changes. Requests to look over, review, analyze, or explain your books stay read-only unless you also authorize changes. Actions remain subject to your company access and the connection permissions you grant. Existing read-only connections need to reconnect with bookkeeping changes allowed before making edits. These actions change bookkeeping records. The plugin does not transfer money between bank accounts, initiate payments, or trade investments. It cannot send emails or teammate invitations, and it cannot bypass company access controls. Sign in with your existing Switchbooks account and review the changes and financial results returned by the tools.
Language: English · Automatically detected from descriptions.
Matches for “script”
Exact text from the indicated source. A mention alone does not establish support for your task.
Publisher description
Read financial reports and edit your bookkeeping in ChatGPT. Switchbooks helps business owners, bookkeepers, and accountants review profit and loss (P&L), balance sheets, and cash flow; find and categorize transactions; and manage journal entries across the companies they can access. Choose the permissions when connecting. Read access lets the plugin retrieve and analyze your accounting data. If you explicitly allow bookkeeping changes, it can also edit transaction descriptions, dates, notes, categories, and payees; categorize, post, unpost, split, and match transactions; create and edit journal entries; manage categories, payees, and categorization rules; complete supported reconciliations; and undo supported changes. Requests to look over, review, analyze, or explain your books stay read-only unless you also authorize changes. Actions remain subject to your company access and the connection permissions you grant. Existing read-only connections need to reconnect with bookkeeping changes allowed before making edits. These actions change bookkeeping records. The plugin does not transfer money between bank accounts, initiate payments, or trade investments. It cannot send emails or teammate invitations, and it cannot bypass company access controls. Sign in with your existing Switchbooks account and review the changes and financial results returned by the tools.
What changed
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Keywords
Files & skills
File archives
Plugin package4 files · 183 KBBrowse files →
Release notes
Keeps the Switchbooks name and optional bookkeeping edits on the original app. Clarifies that inspection, review, analysis, and explanation requests stay read-only even when a connection permits writes; changes and automatic posting must remain within the user-authorized task. Corrects journal-entry undo guidance: recorded updates can be eligible under their change receipt and safety checks. The journal-entry review case still deliberately verifies explicit name restoration. Retains the original switchbooks-chatgpt identity, OAuth configuration, and /api/mcp/chatgpt endpoint. Includes a new live ChatGPT demo of reports, observational review, transaction editing with exact undo, journal-entry naming with explicit restoration, and read-only server enforcement. All five positive and three negative review cases were retested in ChatGPT.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- Switchbooks
- Keywords
- See keywords
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Package observed Nov 6, 2026.
Technical details
- First seen
- Oct 24, 2026 · 12:40 UTC
- Last seen
- Nov 7, 2026 · 06:00 UTC
- Collection status
- Collected
plugin_asdk_app_6abd8e0efeec8191ac492b360ecda570
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