# Dubsado MCP for AI Agents AI Agent Connect > Dubsado MCP connects your creative business management platform to your AI agent. It lets you handle project tracking, client contracts, and invoicing through simple conversation instead of clicking through complex CRM menus. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/ai-agent-connect - **Tags:** dubsado, crm-automation, project-lifecycle, invoicing-api, workflow-orchestration, client-management, contracts-tracking, creative-ops, mcp ## Description Running a service-based business usually means jumping between a dozen different tabs just to keep things moving. You're constantly hunting for a signed contract, checking if an invoice is overdue, or trying to see where a project stands in the pipeline. It's a lot of mental overhead for someone who should be focusing on their actual work. This Connector changes that by turning your Dubsado account into a conversational workspace. Instead of digging through dashboards, you just ask your agent for a status update or to send out a new bill. You can manage the entire client lifecycle from the first lead to the final payment without ever leaving your primary workspace. It handles the heavy lifting of project orchestration and billing so you can stay in your flow. You'll find it's a game changer when you're using the Vinkius catalog to build out a full suite of business tools, as it bridges the gap between your back-office operations and your daily communication. You get a dedicated coordinator that knows your history, understands your workflow templates, and keeps your business moving while you focus on the work that matters. ## Tools ### apply_workflow Attach a specific workflow template to a project. This kicks off your automated onboarding sequence. ### create_invoice Create a new invoice for a client. It lets you set up specific charges quickly without manual entry. ### create_project Start a new project in your account. Use this to initiate a new client engagement immediately. ### get_contract Check the status of a specific project agreement. You can see if it's been viewed or signed. ### get_invoice Pull the details for a specific invoice. This helps you verify payment details or amounts. ### get_project Retrieve the full details of a project. Use it to get a snapshot of a client's current status. ### list_contacts See your entire directory of leads and clients. This is great for getting a bird's eye view of your CRM. ### list_contracts See all contracts associated with your projects. It helps you keep track of what's pending across your business. ### list_invoices View every invoice in your Dubsado account. Use this to audit your billing or find specific records. ### list_projects Get a list of every project you have. It's the fastest way to see your current workload. ### list_workflow_templates See all the automated sequences you have set up. This helps you choose the right journey for a new client. ### update_project Change the details or status of an existing project. It's perfect for moving a deal to the next stage. ## Prompt Examples **Prompt:** ``` What's the status of the contract for the 'Winter Wedding' project? ``` **Response:** ``` I've checked the contract for **Winter Wedding**. The client viewed it yesterday, but it's still marked as **Pending Signature**. Would you like me to send them a reminder? ``` **Prompt:** ``` Create a $200 invoice for project 'proj_1' for 'Design Services'. ``` **Response:** ``` Done! I've created the **$200.00 invoice** for 'Design Services' linked to project `proj_1`. * **Invoice ID:** inv_123 * **Status:** Draft Should I send it over to the client now? ``` **Prompt:** ``` Give me a list of all my active projects. ``` **Response:** ``` Here are your current active projects: | Project Name | Status | | :--- | :---| | Winter Wedding | In Progress | | Brand Identity | Completed | | Web Design | Pending | ``` ## Capabilities ### Create new project files Instantly set up a new project with specific details and metadata. ### Generate client invoices Send out bills with specific line items and taxes through natural language. ### Check contract status See if a client has viewed or signed a document in real time. ### Update project milestones Change statuses and tags on active projects without opening the CRM. ### Manage client contacts Access and view your entire directory of leads and clients instantly. ### Trigger workflow sequences Start automated onboarding journeys for new clients with one command. ## Use Cases ### The 'Where is that contract?' problem An owner asks the agent if the 'Winter Wedding' contract was signed. The agent checks get_contract and reports it's pending. ### The 'Invoice it' task A designer finishes a milestone and tells the agent to create a $200 invoice for 'Design Services' on project proj_1. The agent uses create_invoice. ### New Client Onboarding flow A manager tells the agent to start a new project for a new client and apply the 'Standard Onboarding' workflow. The agent uses create_project and apply_workflow. ### The Billing Audit An accountant asks the agent to list all invoices from last month to check for unpaid balances. The agent uses list_invoices. ## Benefits - Stop manual data entry by using create_invoice to generate billing records instantly. - Get real-time visibility into your pipeline by using list_projects and list_contracts to see what's moving. - Speed up onboarding by using apply_workflow to trigger your automated sequences with one command. - Keep your CRM organized by using list_contacts to quickly find lead information without searching menus. - Stay on top of signatures by using get_contract to see exactly where a client is in the signing process. ## How It Works The bottom line is you get a conversational interface for your entire Dubsado backend. 1. Subscribe to the Dubsado MCP on Vinkius. 2. Grab your API Key from your Dubsado dashboard settings. 3. Connect the key to your AI client to start managing your business. ## Frequently Asked Questions **Can I use the Dubsado MCP to see my client list?** Yes, you can ask your agent to list all your contacts anytime. It'll pull your full directory of leads and clients so you don't have to dig through your CRM. **How do I create an invoice using the Dubsado MCP?** Just tell your agent how much to charge and what it's for. It'll use the tool to generate the invoice in Dubsado for you automatically. **Can the Dubsado MCP help with my client onboarding?** Definitely. You can have your agent apply specific workflow templates to new projects, which kicks off your automated onboarding sequences instantly. **Will this help me track if clients have signed my contracts?** Yes, your agent can check the status of any project agreement. It'll tell you if it's been viewed, signed, or if it's still pending. **Does the Dubsado MCP work with my existing workflows?** It does. You can list your available workflow templates and have your agent apply the right one to a project whenever a new deal starts. **Can I update my project statuses with this?** Yes, you can tell your agent to update a project's status or tags. It'll handle the change in Dubsado so your project board stays current. **How do I find my API Key in Dubsado?** Log in to your account, navigate to **Settings** > **Marcus (API)**, and generate your unique key for the integration. **Can I filter projects by specific statuses?** Yes! Use the `list_projects` tool. You can find valid status IDs by checking your project funnel settings in the Dubsado UI. **Does it support creating invoices with multiple items?** Absolutely. The `create_invoice` tool accepts a JSON array of items, allowing you to specify names, amounts, and descriptions for each line.