# Bonsai agent skills for Claude Code, Cursor and RevampKey

> Ready-made Bonsai playbooks for AI agents: prepare a client follow-up in Bonsai with AI, review your Bonsai pipeline with AI, triage your Bonsai tasks with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Bonsai with AI: confirm the account, read before you write](https://revampkey.com/marketplace/bonsai/skills/essentials.md): 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.
- [Prepare a client follow-up in Bonsai with AI](https://revampkey.com/marketplace/bonsai/skills/client-follow-up-draft.md): 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.
- [Review your Bonsai pipeline with AI](https://revampkey.com/marketplace/bonsai/skills/pipeline-review.md): 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.
- [Triage your Bonsai tasks with AI](https://revampkey.com/marketplace/bonsai/skills/task-triage.md): Sorts your open Bonsai tasks into today, overdue, unowned and stalled, then proposes changes. It asks before it reassigns, re-dates or closes anything.
- [Reconcile time and billing in Bonsai](https://revampkey.com/marketplace/bonsai/skills/time-and-billing-reconcile.md): 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.

## Install

- RevampKey: connect Bonsai at https://revampkey.com/marketplace/bonsai; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/bonsai.md