Bonsai

Productivity · by Bonsai by Zoom · Verified

Connector Manage your CRM, client projects and invoices from Claude

Install

In Claude, open Settings, then Connectors.
Find Bonsai in the directory, or choose Add custom connector and paste the URL below.
Sign in to Bonsai by Zoom and review what it asks to reach.

Connector URL

https://mcp.hellobonsai.com/mcp

Claude Code

claude mcp add --transport http bonsai https://mcp.hellobonsai.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

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

24 of 39 tools. claude.com lists the rest. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Productivity
Made by: Bonsai by Zoom
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-07-10
Source: Verified