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Bonsai

PM
Velocity5.0

Bonsai is turning its CRM into the place Zoom notes, bookings and AI drafts all land.

crmzoom integrationmcpactivity feedfreelancers
◆Current state
Bonsai's autumn releases connect its CRM to the tools around a client meeting. Zoom My Notes and Zoom Scheduler bookings now sync to the matching client timeline, a redesigned dashboard lets users pick and order widgets, and AI tools connected through Bonsai's MCP can draft documents, manage invoices and set project budgets. The summer built the base: global notes, email and calendar sync, a self-serve API and the MCP connector.
◆Where it's heading
Bonsai is pulling client history in from outside sources, first Gmail and Microsoft, now Zoom notes and bookings, so the CRM fills itself. At the same time the MCP connector keeps gaining write actions, so the work done on that data can happen from an AI chat. Billing remains, but the product is organized around the client record.
◆Prediction
Expect more meeting and calendar sources to sync into the activity feed and more write actions through MCP. The entries do not show which integration comes next.

◆Recent moves

  1. 7d ago

    Add notes to Deals

    Deals now hold notes, comments and deal events in one place, and notes can be added directly, linked from existing ones, or created by an AI tool through Bonsai's MCP server. A practical CRM fix that also shows MCP being used as a normal way to enter data.

    View source ↗
  2. 20d ago

    Sync Zoom Scheduler with Bonsai

    Zoom Scheduler bookings now sync into Bonsai's CRM activity feed and create clients automatically, and booking links can be sent from Bonsai with contact details filled in. A useful integration for freelancers already booking through Zoom.

    View source ↗
  3. 24d ago

    Draft documents and set budgets from your AI

    Claude and other AI tools connected through Bonsai's MCP can now draft documents from templates, manage invoices, mark tasks billable and set project budgets. It widens what an assistant can do in Bonsai from reading data to doing billing and project admin.

    View source ↗
  4. 1mo ago

    Sync Zoom My Notes with Bonsai

    Zoom My Notes now sync to the matching client or contact timeline after a meeting, with title, duration and attendees. It extends the automatic capture that started with email and calendar sync in July.

    View source ↗
  5. 1mo ago

    Redesigned dashboard with configurable widgets

    The homepage is redesigned with widgets users choose and arrange, and the layout persists. A visible UX overhaul as more CRM data flows into the account.

    View source ↗
  6. 3mo 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.

    View source ↗