Bonsai (Claude)
Manage your CRM, client projects and invoices from Claude
Bonsai is where independent consultants and small service businesses run client work: CRM, deals, projects, tasks, time tracking, proposals and invoices in one place. Connect Bonsai to run your business from Claude. **Key features:** • **Ask about your business** - Your tasks for today, where a deal stands, what's outstanding, or a project summary you can send a client. • **Keep your CRM current** - Add contacts and companies, log activity, and move deals through your pipeline. • **Create proposals** - Ask Claude to set up a proposal in Bonsai for you to review and send. • **Turn won work into a project** - A closed deal becomes a project with tasks, owners, and due dates, ready to start. • **Track time and bill for it** - Log hours against a project, then draft the invoice when the work is done.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/bonsai. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.hellobonsai.com/mcp. Sign-in: Required. Publisher documentation: https://docs.hellobonsai.com/. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
create_comment
create_company
create_contact
create_deal
create_invoice
create_invoice_item
create_note
create_note_link
create_project
create_task
create_time_entry
destroy_invoice_item
destroy_note
destroy_note_link
destroy_task
get_note
get_task
list_board_groups
list_comments
list_companies
list_company_tags
list_contacts
list_deals
list_invoices
list_notes
list_projects
list_subtasks
list_task_statuses
list_tasks
list_team_members
list_time_entries
update_company
update_contact
update_deal
update_invoice
update_invoice_item
update_note
update_task
update_time_entry
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