Skip to the content
Agent Tools

Bonsai

Partner, reviewed

Manage your CRM, client projects and invoices from Claude

Connector · by Bonsai by Zoom · runs in Claude Code, claude.ai, Claude Desktop, Claude API · 1 MCP server · listed 2026-07-10

A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.

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…

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.