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.