Advise a client
For: CPAs, bookkeepers, advisors, and lenders
Start here
- Review the client's Business.
- Add it to the team's Workspace when collaboration is needed.
- Create a Room, Goal, and Tasks for the work ahead.
Capabilities to use
| Job | SMB capability | Available through |
|---|---|---|
| Review the available business context | Get a Business | API · MCP |
| Add it to the team's Workspace | Add a Business | API · MCP |
| Organize the engagement | Create a Room | API · MCP |
| Define the outcome | Create a Goal | API · MCP |
| Assign the next action | Create a Task | API · MCP |
| Estimate value from the client's facts | Run a valuation | API · MCP |
Example: value a client's business
Use business_id when SMB already knows the business. Add only client-authorized details; they apply to this valuation and do not update the Business record.
{
"reference": "advisor-client-valuation",
"items": [
{
"business_id": "biz_123",
"details": {
"annual_revenue": 2400000,
"sde": 410000
}
}
]
}This creates a shared starting point. It does not replace the professional's judgment or imply that private client financials are available.