Integration · Projects & tasks

Connect Claude & ChatGPT to Bonsai

Ask your AI to log two hours on a client project, list what is due this week, or draft an invoice in Bonsai. It can work with client companies, contacts, deals, projects, tasks, time entries, invoices and notes. You keep your client work up to date without switching tabs.

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Free plan, no credit card. Takes about a minute.

Try asking

“Log 2 hours on the Nordic Foods website project for today, billable.”
The AI finds the project and logs a billable time entry for today with the duration and your notes.
“Which of my tasks are due this week?”
It searches tasks by assignee and due date and lists them with status and project.
“Create an invoice for Nordic Foods for the website project with two line items.”
It finds the company, contact and project, creates the invoice and adds the line items with name, rate and amount.

What your AI can do

Clients and deals

Search, create and update client companies, contacts and deals, including deal stage, value and assignee.

Projects and tasks

Create and update projects and tasks, change status, assignee and due date, and comment on tasks.

Time and invoices

Log and update time entries, search them by date, person or project, and create invoices with line items.

“Move the Acme deal to Proposal sent and set the value to 40,000.”
It finds the deal and updates its stage and value.
“Add a new client, Fjord Studio, with Maria as the main contact.”
It checks that the company does not already exist, creates it and adds Maria as a linked contact.
“Add a note to the Acme deal: they want a call after the summer break.”
It creates a note attached to that deal.

49 tools for Bonsai

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_invoice_line_itemChanges dataAdd a line item (name, rate, amount) to an invoice.
comment_on_taskChanges dataAdd a comment to a task by `task_id`.
create_companyChanges dataCreate a client company with `name` and optional industry, domains, social links and description. Search first to avoid duplicates.
create_contactChanges dataCreate a contact with `name` and `email`, optionally linked to a company, with job title and phone.
create_dealChanges dataCreate a deal with `title` and `company_id`, optionally a contact, value, stage and assignee.
create_deal_messageChanges dataCreate a new message for a deal. Required: comment. Search messages first to avoid duplicates. API summary: Comment on a deal.
create_docChanges dataCreate a new doc. Required: doc. Search docs first to avoid duplicates. API summary: Create a document from a template.
create_invoiceChanges dataCreate an invoice for a company, contact and project, with line items, currency and due date.
create_message_linkChanges dataCreate a new link for a message. Required: link. API summary: Attach a record to a note.
create_noteChanges dataCreate a note with `content`, optionally attached to a record (e.g. a company, deal or project) by `record_type` and `record_id`.
create_projectChanges dataCreate a project for a client company with `title`, `company_id` and `billing_type`, plus optional dates, fee and currency.
create_taskChanges dataCreate a task with `title` and optional project, deal, assignee, due date, priority and description.
delete_invoice_invoice_lineDeletesPermanently delete a invoice line by invoice line id. Destructive action; may require approval. API summary: Remove a line item from an invoice.
delete_invoice_recurrencesMoves moneyPermanently delete a recurrence by invoice id. Financial or irreversible action; may require approval. API summary: Stop an invoice recurrence.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note.
delete_message_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Detach a record from a note.
delete_taskDeletesPermanently delete a task by task uuid. Destructive action; may require approval.
get_contactGet one contact by `contact_id`.
get_docGet one doc by doc id. API summary: Retrieve a document.
get_messageGet one message by message id. API summary: Retrieve a note.
get_taskGet one task by `task_uuid`.
list_task_statusesList the task statuses in the workspace. Use to find a status ID when creating or updating tasks.
list_task_subtasksList subtasks for a task. Results are paginated.
list_team_membersList team members in the Bonsai workspace, filtered by name or project. Use to find a member ID for assigning work.
log_time_entryChanges dataLog a time entry: `date` and `seconds` worked, optionally a project, task, notes and whether it is billable.
search_board_groupsSearch board groups by filter name or filter resource type. Use this to find existing board groups before creating a new board group. Results are paginated. API summary: List board groups.
search_categoriesSearch categories by filter type, filter kind or filter name. Use this to find existing categories before creating a new category. Results are paginated. API summary: List template categories and industries.
search_companiesSearch client companies by `filter_name`. Use to find a company ID.
search_company_tagsSearch company tags by filter name or filter tag type. Use this to find existing company tags before creating a new company tag. Results are paginated. API summary: List company tags.
search_contactsSearch contacts by name, email or company ID.
search_deal_messagesSearch messages for a deal by filter kind. Use this to find existing messages before creating a new message. Results are paginated. API summary: List comments on a deal.
search_dealsSearch deals by title, deal number, assignee or pipeline stage (board group).
search_docsSearch docs by filter status, filter company id, filter contact id, filter project id, filter deal id or filter created from. Use this to find existing docs before creating a new doc. Results are paginated. API summary: List documents.
search_invoicesSearch invoices by invoice number, project or company.
search_notesSearch notes by the record they belong to, author or date range.
search_projectsSearch projects by title, status or budget.
search_task_messagesSearch messages for a task by filter kind. Use this to find existing messages before creating a new message. Results are paginated. API summary: List comments on a task.
search_tasksSearch tasks by assignee, project, deal, status, priority, due date or title.
search_templatesSearch templates by filter type, filter name, filter source, filter category, filter industry or filter region. Use this to find existing templates before creating a new template. Results are paginated. API summary: List templates.
search_time_entriesSearch time entries by date range, team member, project, company or billing status.
update_companyChanges dataUpdate a client company by `company_id`; only the fields you pass change.
update_contactChanges dataUpdate a contact's name, email, job title or phone by `contact_id`.
update_dealChanges dataUpdate a deal's title, value, stage, probability, close date or assignee by `deal_id`.
update_invoiceChanges dataUpdate an invoice's title, due date, currency or contact by `invoice_id`.
update_invoice_invoice_lineChanges dataUpdate an existing invoice line identified by invoice line id. Only the fields you pass are changed. API summary: Update a line item on an invoice.
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a note.
update_projectChanges dataUpdate a project's title, dates, billing or stage by `project_id`.
update_taskChanges dataUpdate a task by `task_uuid`, e.g. change status, assignee, due date or description.
update_time_entryChanges dataUpdate a time entry by its key: date, duration, notes, project or billing status.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Bonsai from the app list.
2
Paste your key
Paste a Bonsai API key. In Bonsai open your settings and create an API key, then copy it (it starts with bonsai_at_). The key can do exactly what your Bonsai user can do in the app.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Bonsai?

The AI can search client companies, contacts, deals, projects, tasks, time entries, invoices, notes and team members. It can create and update companies, contacts, deals, projects, tasks, time entries and invoices, add invoice line items, comment on tasks and create notes.

Does the AI see my Bonsai API key?

No. Your Bonsai API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only, or allow time logging but not invoices. Actions you care about can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Bonsai account.

Whose permissions does the AI have in Bonsai?

The Bonsai API key can do exactly what the Bonsai user who created it can do in the app. If you want the AI to see less, create the key as a user with fewer permissions. On top of that, only the tools you switch on in HeyMyApps are available.