Connect Bonsai to AI agents

Connect Bonsai to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools10Triggers7

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.

More integrations teams use with Bonsai

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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.

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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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. Receive event notifications when proposals are viewed/accepted, contracts are viewed/signed, invoices are viewed/paid, deals are updated, tasks are updated, events are scheduled, and forms are submitted.

Connect Bonsai to production AI agents

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Frequently asked questions

Common questions about connecting Bonsai to AI agents with Metorial.

  1. Can Metorial connect Bonsai to AI agents?
    Yes. Metorial connects AI agents to Bonsai through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.