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.
Tools
- 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
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