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Bonsai

PM
Velocity5.0

Bonsai is assembling a real CRM underneath the freelancer billing tools

crmnotesemail-syncapimcpdocuments
◆Current state
Bonsai's recent work is system-of-record plumbing: a Notes section spanning contacts, companies and projects, an activity feed per company, and Gmail/Microsoft sync that files email and calendar events against the right record. Alongside it sit a self-serve API key and an MCP connector. Billing is no longer the centre of gravity.
◆Where it's heading
The pieces landing are the ones a CRM needs before it can be trusted as the single place client history lives — cross-record linking, per-object permissions, automatic contact capture. The API and MCP connector point the same data outward, reachable from outside the app. Documents was rebuilt on that footing, folding proposals and contracts into one editor.
◆Prediction
Expect the per-object permissions introduced with Notes to spread to the other record types, and the API surface to widen now that a key can be generated self-serve.

◆Recent moves

  1. 7d ago

    Global Notes

    Notes become a first-class object rather than a field on a record: one note links to a contact, their company and the project at once, and carries its own view/edit/delete permissions. It fits the consolidation arc — Bonsai wants to hold client history, not just invoices.

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  2. 15d ago

    Bonsai API

    A self-serve API key opens Bonsai to custom integrations, continuing the outward-facing push the MCP connector started in June. The entry gives no endpoint detail, so the actual breadth of the API is unclear from the changelog alone.

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  3. 18d ago

    Sync your email and calendar

    Gmail and Microsoft sync files every client email and meeting against the right contact or company, creating contacts it does not already recognise. This is the capture layer that has to exist before the records described elsewhere in this arc can be complete.

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  4. 22d ago

    Introducing Bonsai Documents

    Proposals and contracts collapse into one document type with a drag-and-drop editor, smart variables, flexible packaging and PDF import. It rebuilds surface Bonsai already had rather than adding a capability, but it removes the split between the two document kinds.

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  5. 1mo ago

    Bonsai MCP Connector

    ⚡ SPARK

    The connector put Bonsai's pipeline and project data inside Claude, ChatGPT and Gemini, with write actions available from the chat. It set the direction the API and Notes work has followed since.

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  6. 2mo ago

    Company Activity feed

    An Activity tab pulls projects, deals, invoices, proposals, contracts and notes into one searchable feed per company. The same consolidation instinct as Global Notes, applied to the company record instead of the note.

    View source ↗