Add switch company tool to automation bridge
Resolved 💬 2 comments Opened Apr 20, 2026 by mhmostafa88 Closed Apr 20, 2026
Summary
The automation bridge (automation-bridge/server.js) currently supports login and template download, but lacks a "switch company" capability. When testing requires a different company (e.g., QBO-connected or sandbox), the user must switch manually in the Excel add-in.
Requested Feature
Add an API endpoint (e.g., POST /api/switch-company) that:
- Accepts a company name or ID
- Triggers the company selector in the add-in to switch to the specified company
- Returns success/failure status
This would enable fully automated test flows that span multiple companies.
Context
- Bridge server:
templates-add-in/automation-bridge/server.js - Bridge client:
templates-add-in/src/taskpane/automation/AutomationBridgeClient.ts - Company selection is currently done via
CompanyContextin the React UI
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