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.

Supported Triggers

proposal_events

Proposal Events

Triggers when a proposal is viewed or accepted by a client in Bonsai.

task_updated

Task Updated

Triggers when a task is updated in Bonsai.

deal_updated

Deal Updated

Triggers when a deal is updated in the Bonsai sales pipeline.

invoice_events

Invoice Events

Triggers when an invoice is viewed by a client or paid in Bonsai.

form_submitted

Form Submitted

Triggers when a new form response is submitted in Bonsai.

event_scheduled

Event Scheduled

Triggers when a new event is booked via Bonsai Scheduling.

contract_events

Contract Events

Triggers when a contract is viewed or signed by a client or contractor in Bonsai.

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

See how Metorial gives Bonsai access the governance, tracing, and security controls teams need.

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.