Bonsai agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Bonsai work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Bonsai

Connect Bonsai once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Bonsai skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing19 Bonsai tools

Use Bonsai with AI: confirm the account, read before you write

Teaches an AI assistant how to work with your Bonsai tasks, deals, CRM records, time and invoices: confirm the account, narrow reads, and ask before creating, changing or deleting anything.

Use it when

Asking an assistant to look up your Bonsai tasks, projects or deals
Working across several Bonsai workspaces and needing to confirm which one
Making a change in Bonsai through an assistant and wanting an approval step

Tools it uses

get_task
get_note
list_board_groups
list_company_tags
create_comment
create_company
create_contact
create_deal
create_invoice
create_invoice_item
create_note
create_note_link
create_project
create_task
create_time_entry
destroy_invoice_item
destroy_note
destroy_note_link
destroy_task

Example

Show me my open Bonsai tasks due this week, then draft a new task for Sam, but don't create it until I approve.

I'm reading from your Bonsai workspace "Northwind Studio". There are 6 open tasks due this week, 4 of them on the Website project. Here's the draft task for Sam: "Send revised homepage copy", due Friday, linked to the Website project. Reply yes and I'll create it.

Use in RevampKeyRead the full skill →

Asks before writing16 Bonsai tools

Prepare a client follow-up in Bonsai with AI

Pulls one client's open tasks, deals, comments and notes into a short briefing, then drafts a follow-up for you to review. It asks before saving any note or comment.

Use it when

Before a call with a client you haven't spoken to in a while
When a client has written in and you need the full context fast
When you want a clear next-step message without rereading the whole thread

Tools it uses

list_companies
list_contacts
get_task
list_deals
list_comments
get_note
list_invoices
create_comment
create_note
create_note_link
create_task
create_invoice
create_invoice_item
destroy_note
destroy_task
destroy_invoice_item

Example

Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?

Harbour Lane Studio is waiting on us: their question about the revised launch date has gone unanswered for 6 days. Two tasks are open, one overdue and owned by Priya. The Q3 retainer deal is at the proposal stage. Draft below, with the date left as a placeholder until delivery confirms it. Want me to save it as a note on the deal?

Use in RevampKeyRead the full skill →

Read-only6 Bonsai tools

Review your Bonsai pipeline with AI

Finds stalled deals, quiet relationships and CRM gaps in your Bonsai pipeline, then ranks them into a short list of next actions. It proposes changes and waits for your approval before touching anything.

Use it when

You want to know which deals have gone quiet before the end of the month
You are preparing for a weekly sales check-in and need a ranked list
You suspect deals are stuck but have no clear view of what to chase

Tools it uses

list_deals
list_comments
get_note
get_task
list_contacts
list_companies

Example

Review my open Bonsai deals and tell me which ones have stalled in the last 30 days, ranked by what to chase first.

I reviewed 38 open deals. 6 look stalled with no contact in 30 days, and 3 of those are at Proposal or later. The top one is Halden Ltd at Proposal, quiet for 41 days, with no open follow-up task. I suggest Dana sends the revised proposal by Friday. Nothing has been changed; tell me which actions to log as tasks.

Use in RevampKeyRead the full skill →

Read-only3 Bonsai tools

Triage your Bonsai tasks with AI

Sorts your open Bonsai tasks into today, overdue, unowned and stalled, then proposes changes. It asks before it reassigns, re-dates or closes anything.

Use it when

You want to know what to work on today
You need to find overdue or unowned work before a planning meeting
Your task board has grown and you want a clean-up plan

Tools it uses

list_board_groups
get_task
list_comments

Example

What's overdue on my Bonsai board, and what nobody owns?

You have 23 open tasks in scope: 6 due today, 9 overdue and 8 with no owner. Of the 9 overdue, 4 are more than two weeks late and look stale. I propose closing 2 that the comments show are finished, and reassigning the 8 unowned ones once you name who should take them. Nothing has been changed yet; tell me which batch to apply.

Use in RevampKeyRead the full skill →

Read-only1 Bonsai tools

Reconcile time and billing in Bonsai

Checks logged time against your invoices to find unbilled hours, mismatched line items and invoices that need attention before they go out. It proposes fixes and asks before changing any time entry or invoice.

Use it when

Before a billing run, to catch hours that were never invoiced
When a client disputes an invoice and you need to match it to the time log
When checking that an invoice is ready to send

Tools it uses

list_invoices

Example

Reconcile Acme's time against their invoices for March and tell me what's unbilled.

Acme has 46 hours logged in March, of which 31 are billed and 15 are unbilled billable on the Website redesign project. Two entries totalling 6 hours are marked billed but no invoice carries them. I have not changed anything. Want me to add a line for the 15 unbilled hours on a new draft invoice?

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Bonsai, updates them for you and removes them when you disconnect.

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How Bonsai skills work

Connect Bonsai
The Bonsai MCP server gives the agent its tools.
Ask in plain words
“Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Bonsai skills

In RevampKey the skills install themselves when you connect Bonsai. In other tools each skill is one folder with a SKILL.md file, and you also need the Bonsai MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Bonsai. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?”
Download RevampKeyConnect Bonsai · 1 click
Get RevampKey to connect Bonsai
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Bonsai is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-follow-up-draft pipeline-review task-triage time-and-billing-reconcile; do curl -fsSL --create-dirs -o .claude/skills/bonsai-$s/SKILL.md https://revampkey.com/marketplace/bonsai/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Bonsai MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials client-follow-up-draft pipeline-review task-triage time-and-billing-reconcile; do
  curl -fsSL --create-dirs -o .claude/skills/bonsai-$s/SKILL.md https://revampkey.com/marketplace/bonsai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?”

Into the shared .agents/skills folder

Connect the Bonsai MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials client-follow-up-draft pipeline-review task-triage time-and-billing-reconcile; do
  curl -fsSL --create-dirs -o .agents/skills/bonsai-$s/SKILL.md https://revampkey.com/marketplace/bonsai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?”

Into the shared .agents/skills folder

Connect the Bonsai MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials client-follow-up-draft pipeline-review task-triage time-and-billing-reconcile; do
  curl -fsSL --create-dirs -o .agents/skills/bonsai-$s/SKILL.md https://revampkey.com/marketplace/bonsai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?”

Into the shared .agents/skills folder

Connect the Bonsai MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials client-follow-up-draft pipeline-review task-triage time-and-billing-reconcile; do
  curl -fsSL --create-dirs -o .agents/skills/bonsai-$s/SKILL.md https://revampkey.com/marketplace/bonsai/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a follow-up for Harbour Lane Studio. What's still open and what should I send them?”

RevampKey or copy the files?

In RevampKey

One click when you connect Bonsai
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Bonsai MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Bonsai skills FAQ

What is a Bonsai agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Bonsai skill describes one job, which Bonsai tools to use in which order, what to check first and when to stop and ask you.

Do the Bonsai skills change anything on their own?

3 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Bonsai.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Bonsai; elsewhere you copy the folders into your project or skills directory.

Do I need the Bonsai MCP server too?

Yes. The skills tell the agent how to do the work; the Bonsai MCP server gives it the tools to do it. The Bonsai MCP setup guide covers every client.

Bonsai MCP server setup · This page as Markdown

Put Bonsai’s best workflows in your agent

Download RevampKey, connect Bonsai and ask your first question in about a minute.

Download RevampKey Connect Bonsai · 1 click

All 5 Bonsai skills

Use Bonsai with AI: confirm the account, read before you write

Use it when

Tools it uses

Prepare a client follow-up in Bonsai with AI

Use it when

Tools it uses

Review your Bonsai pipeline with AI

Use it when

Tools it uses

Triage your Bonsai tasks with AI

Use it when

Tools it uses

Reconcile time and billing in Bonsai

Use it when

Tools it uses

Get all 5 without copying a file

How Bonsai skills work

How to install Bonsai skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Bonsai skills FAQ

Put Bonsai’s best workflows in your agent

Skills for related tools