Bonsai MCP server

Connect Bonsai to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Bonsai MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list tasks tool in Bonsai
  • Use the list task templates tool in Bonsai
  • Use the create task tool in Bonsai
  • Use the create project tool in Bonsai
  • Use the create deal tool in Bonsai
  • Use the list deals tool in Bonsai

Supported Tools

list_tasks

List Tasks

Retrieve tasks from Bonsai, optionally filtered by project. Returns task details including title, assignee, priority, status, and dates.

list_task_templates

List Task Templates

Retrieve all available task templates from Bonsai. Task templates contain predefined sets of tasks that can be applied to projects using the "Create Tasks From Template" tool.

create_task

Create Task

Create a new task in Bonsai. Tasks can be assigned to projects, team members, given priorities, due dates, time estimates, and billing types.

create_project

Create Project

Create a new project in Bonsai. Projects can be linked to a client and configured with currency, description, and notes.

create_deal

Create Deal

Create a new deal in the Bonsai sales pipeline. Deals track potential revenue and can be associated with a client, assigned a pipeline stage, and given a monetary value.

list_deals

List Deals

Retrieve all deals from the Bonsai sales pipeline. Returns deal details including title, client, pipeline stage, value, and owner.

create_client

Create Client

Create a new client lead in Bonsai. Add contact details including name, email, company, phone, job title, and notes to build your CRM.

create_tasks_from_template

Create Tasks From Template

Add tasks from a task template to an existing project in Bonsai. Quickly populate a project with predefined tasks from your saved templates.

list_projects

List Projects

Retrieve all projects from Bonsai. Returns project details including name, linked client, currency, status, and description.

list_clients

List Clients

Retrieve all client records from Bonsai. Returns contact details including name, email, company, phone, and job title for each client.

Connect Bonsai to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Bonsai in Metorial. In your Metorial portal, enable the Bonsai MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Bonsai tools.

Run Bonsai through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Bonsai and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Bonsai tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Bonsai

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Bonsai

Manage freelance and agency business operations including clients, proposals, contracts, invoices, projects, and deals. Create and update client records with contact details and notes. Send proposals and track when they are viewed or accepted. Generate contracts with e-signatures and monitor signing activity. Create and send invoices with automated payment reminders, track payment status, and support recurring invoices. Manage projects and tasks with assignees, due dates, priorities, and time tracking. Track deals through pipeline stages. Collect form responses and schedule events.

Frequently asked questions

Common questions about connecting Bonsai to AI agents with Metorial.

  1. How many tools does the Bonsai MCP server have?
    The Bonsai MCP server exposes 10 tools, including List Tasks, List Task Templates, Create Task. Each one is governed and traced through Metorial.
  2. Bonsai exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Bonsai MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Bonsai and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Bonsai MCP server yourself or use the hosted gateway.

Connect Bonsai to production AI agents

See how Metorial gives your team governed access to Bonsai, with tracing and security controls built in.