list_tasks
List Tasks
Retrieve tasks from Bonsai, optionally filtered by project. Returns task details including title, assignee, priority, status, and dates.
Ask your agent in plain language. Each of these maps to a real tool on the server.
list_tasks
Retrieve tasks from Bonsai, optionally filtered by project. Returns task details including title, assignee, priority, status, and dates.
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 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 a new project in Bonsai. Projects can be linked to a client and configured with currency, description, and notes.
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
Retrieve all deals from the Bonsai sales pipeline. Returns deal details including title, client, pipeline stage, value, and owner.
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
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
Retrieve all projects from Bonsai. Returns project details including name, linked client, currency, status, and description.
list_clients
Retrieve all client records from Bonsai. Returns contact details including name, email, company, phone, and job title for each client.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Bonsai to AI agents with Metorial.