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 CompanyContext in the React UI

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