Bonsai (Claude)

Unverified

Manage your CRM, client projects and invoices from Claude

About Bonsai (Claude) MCP Server

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

Tools
Getting Started

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.

Tools (39)
Functions this server exposes to AI clients

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

Compatible With
Claude
Claude Code
Claude Desktop