# Advise a client (/docs/ways-to-use-smb/advise-a-client)



**For:** CPAs, bookkeepers, advisors, and lenders

## Start here [#start-here]

1. Review the client's Business.
2. Add it to the team's Workspace when collaboration is needed.
3. Create a Room, Goal, and Tasks for the work ahead.

## Capabilities to use [#capabilities-to-use]

| Job                                    | SMB capability                                       | Available through |
| -------------------------------------- | ---------------------------------------------------- | ----------------- |
| Review the available business context  | [Get a Business](/docs/api-reference/get_business)   | API · MCP         |
| Add it to the team's Workspace         | [Add a Business](/docs/api-reference/add_business)   | API · MCP         |
| Organize the engagement                | [Create a Room](/docs/api-reference/create_room)     | API · MCP         |
| Define the outcome                     | [Create a Goal](/docs/api-reference/create_goal)     | API · MCP         |
| Assign the next action                 | [Create a Task](/docs/api-reference/create_task)     | API · MCP         |
| Estimate value from the client's facts | [Run a valuation](/docs/api-reference/run_valuation) | API · MCP         |

## Example: value a client's business [#example-value-a-clients-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.

```json
{
  "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.