Bonsai
Bonsai - Manage your CRM, client projects and invoices from Claude
Add to Claude (opens in new tab)Bonsai is where independent consultants and small service businesses run client work: CRM, deals, projects, tasks, time tracking, and invoices in one place.
The Bonsai MCP server connects your account to Claude. Ask where work stands, keep clients and projects current, and run the whole business from one conversation.
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.
- 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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