Manage 100 Clients Like One: AI + Boomerang for Agencies

Onboarding a new client. Setting up card templates. Issuing cards. Adjusting balances. Building automations — and then doing it all over again for the next account. As your agency grows, the manual work grows with it.

In this session, we'll show you how to connect any AI assistant to Boomerang using the new MCP server and run your entire client portfolio by simply asking. You'll see how to spin up new client setups in minutes, switch between sub-accounts on the fly, and push changes across accounts without clicking through dashboards one by one.

What you'll walk away with:

A working MCP connection between your AI assistant and Boomerang

Agency workflows for onboarding and configuring clients in a fraction of the time

How to search, inspect, and act on behalf of any sub-account using impersonation

Repeatable automations that scale with your client base — not your headcount