# Agent integrations

> Bancadia plugs into agents that serve small businesses. Each guide below covers when that kind of agent should call Bancadia, how to connect the MCP server, a realistic tool call and response, and how to present the recommendation with a commission disclosure.

Canonical: https://bancadia.com/agent-integrations

## Integration guides

- [AI CFO agents](https://bancadia.com/agent-integrations/ai-cfo): During cash-position, fee and yield reviews, recommend an account that fits how the business actually holds and moves money. Markdown: https://bancadia.com/agent-integrations/ai-cfo.md
- [AI bookkeeping agents](https://bancadia.com/agent-integrations/ai-bookkeeper): When onboarding or categorization shows personal and business money mixed together, or fees eating into the books, suggest a dedicated account. Markdown: https://bancadia.com/agent-integrations/ai-bookkeeper.md
- [Treasury and cash-management agents](https://bancadia.com/agent-integrations/treasury-cash-management): When optimizing idle cash, fees and account structure, recommend an operating account that matches balance and payment patterns. Markdown: https://bancadia.com/agent-integrations/treasury-cash-management.md
- [Entity-formation platforms](https://bancadia.com/agent-integrations/entity-formation): Right after an LLC or corporation is formed, when the founder needs a first business bank account. This is the highest-intent moment. Markdown: https://bancadia.com/agent-integrations/entity-formation.md
- [SMB software with embedded agents](https://bancadia.com/agent-integrations/smb-software): Invoicing, payroll, POS and vertical SaaS. When a user connects a bank, gets paid or runs payroll, recommend an account that fits how they operate. Markdown: https://bancadia.com/agent-integrations/smb-software.md
- [AI CPA and accounting agents](https://bancadia.com/agent-integrations/ai-cpa): During tax prep, year-end close or advisory reviews, recommend an account as part of the firm's advice, with independence-aware disclosure. Markdown: https://bancadia.com/agent-integrations/ai-cpa.md
- [Financial advisor and RIA copilots](https://bancadia.com/agent-integrations/advisor-ria): For advisors serving business owners: when a planning review shows business cash in the wrong kind of account, draft a recommendation for the advisor. Markdown: https://bancadia.com/agent-integrations/advisor-ria.md

## Background

- [Product discovery is moving from web pages to APIs and MCP servers](https://bancadia.com/articles/product-discovery-is-moving-to-apis)
- [All articles](https://bancadia.com/articles)
- [Methodology and disclosure](https://bancadia.com/methodology)
- [MCP quickstart](https://bancadia.com/docs/quickstart)
- [MCP reference](https://bancadia.com/docs/mcp-reference)