Dubsado MCP. Manage your client projects and billing from conversation.
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Dubsado MCP lets your agent manage every part of a creative client's life cycle, from initial contact to final payment.
You can automate project setup, track contracts as they get signed, generate detailed invoices, and update status flags—all through natural conversation.
It brings the entire business operations dashboard into your AI workflow.
What your AI agents can do
Apply workflow
Runs pre-defined automated sequences for a given project.
Create invoice
Generates and records a brand new invoice in the system.
Create project
Sets up an entirely new client project record.
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Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Dubsado: 12 Project Operation Tools
These tools give your agent the power to execute every key function of client management, from generating billing records to updating project statuses.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Dubsado on Vinkius019dd0e6apply workflow
Runs pre-defined automated sequences for a given project.
019dd0e6create invoice
Generates and records a brand new invoice in the system.
019dd0e6create project
Sets up an entirely new client project record.
019dd0e6get contract
Retrieves real-time status and specific details for a project's contract.
019dd0e6get invoice
Fetches the complete data set for a single, existing invoice.
019dd0e6get project
Gets all details about one specific client project.
019dd0e6list contacts
Provides a comprehensive list of every contact and lead in your directory.
019dd0e6list contracts
Lists all existing contracts associated with various projects.
019dd0e6list invoices
Retrieves a list of multiple invoices, allowing you to see status and totals.
019dd0e6list projects
Pulls a summary view of all active and completed client projects.
019dd0e6list workflow templates
Shows you which automated sequence templates are available to run.
019dd0e6update project
Modifies details, tags, or status on an existing project record.
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dubsado. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The biggest time sink in a creative business isn't doing the work; it's managing the paperwork around it.
Right now, you manage project status by logging into Dubsado, navigating to dozens of folders, clicking on different client profiles, and manually checking if an invoice was sent or if a contract is ready. You spend time copy-pasting IDs and jumping between the CRM tabs just to answer one question: 'Are we paid for this?'
With this MCP, your agent handles that entire sequence in plain language. Instead of clicking through four separate screens, you just ask for a billing status update. It pulls all the necessary details from the system itself, giving you a single, actionable summary.
The `create_invoice` Tool: From Manual Spreadsheets to Automated Billing
Manually creating an invoice means pulling rates and line items from the project scope, checking the current billing period in a spreadsheet, and then painstakingly entering all that data into the invoicing system. This is prone to error every single time.
Now, you simply ask your agent to create the invoice for Project X. It knows where to find the agreed-upon rates, applies any necessary taxes, and generates the official record immediately. The process takes seconds.
What you can do with this MCP connector
Managing a service-based company involves juggling multiple systems: one for contacts, another for projects, and yet a third just for billing. This MCP connects that whole picture to your agent. You tell it what needs doing—like 'Get me all unpaid invoices for Q2' or 'Start the onboarding sequence for Jane Doe'—and it handles the data retrieval and execution behind the scenes.
Your AI doesn't just read statuses; it actually changes them, creating new projects, updating records, and even generating formal financial documents.
The real power comes when you chain these operations together. You can use your agent to pull client details from this MCP, pass that information to a messaging service, and then trigger the billing process—all without opening another tab or writing boilerplate code. This seamless cross-platform automation is exactly what Vinkius delivers through its infrastructure, ensuring every tool call happens inside an isolated sandbox with multiple security checks.
It means your agent can handle complex workflows while keeping your financial data protected by a zero-trust proxy.
019dd0e6-8e8d-71ef-a5cb-7f90d62769df 
How Dubsado MCP Works
- 1 First, connect your API key from Dubsado's dashboard to the Vinkius platform.
- 2 Next, tell your agent what you need done. For example, 'List all projects that are overdue for invoicing.'
- 3 Your agent executes the necessary sequence of calls and reports back with the structured data or confirmation.
The bottom line is: your AI client acts as a single point of control over every part of your business dashboard.
Who Is Dubsado MCP For?
Creative directors, operations managers, and service providers who spend too much time switching between dashboards just to keep track of money and timelines.
Needs to check project status across five clients before lunch, updating tags or listing all contacts for a quick follow-up email.
Has to monitor which contracts are pending signature and generate the next batch of invoices at the end of every month without manual data entry.
Wakes up needing a full report: list all projects, check if the corresponding contract is signed, and flag any that haven't been billed yet.
What Changes When You Connect
- Stop manual data entry. Need to update a project status or change tags? Use
update_projectto make changes instantly, without navigating complex menus. - Never miss revenue opportunity. You can use
list_invoicesto see all outstanding bills and then immediately callcreate_invoiceif something was missed. - Know your client pipeline at a glance. Calling
list_projectsgives you an immediate overview of every active deal, letting you quickly identify bottlenecks or stalled projects. - Streamline onboarding. You can trigger automated sequences by listing available workflows and calling
apply_workflow, kicking off the entire client journey with one command. - Manage risk proactively. Check contract status using
get_contractto ensure documents are signed before starting billing, minimizing payment delays.
Real-World Use Cases
Client needs a full project audit
An agent can first call list_contacts to pull the client's details. Then it uses get_project to grab the scope, checks list_contracts for signatures, and finally runs get_invoice to confirm billing status—all in one chat sequence.
Need to onboard a new retainer client
The agent can call create_project first. Then it uses the project ID with apply_workflow to automatically start the welcome emails and set up necessary internal tasks, ensuring zero manual steps.
Billing cycle is closing fast
Instead of opening 50 separate client portals, the agent runs list_projects, identifies projects needing billing, and then calls create_invoice for each one, generating a complete batch report.
Client asks about their payment status
The agent simply checks get_invoice with the client ID. It reports back whether the invoice is paid, overdue, or pending, providing an instant, accurate answer without you having to log in.
The Tradeoffs
Trying to update data manually
Copying a project ID from one dashboard and pasting it into another system's form.
→
Just ask your agent to use update_project directly. You give the AI the instruction, and it handles finding that record and making the change in Dubsado.
Not knowing what data is available
Asking for a 'final report' when you only have access to basic project lists.
→
Start by running list_projects or list_contacts. This gives your agent the full scope of available information, so it knows exactly which details are there.
Forgetting contract status
Starting work on a project before confirming if the client signed the required agreement.
→
Always run get_contract first. This confirms validity and prevents starting work that could legally be disputed.
When It Fits, When It Doesn't
Use this MCP if your business process involves tracking projects, contracts, and money through a defined lifecycle. You need to move data between these three areas—from 'Idea' to 'Contract Signed' to 'Invoice Paid.' Don't use it if you just need simple contact lookups; for that, other dedicated directory tools might be faster. If your process is highly custom or requires external database querying not related to client records, this MCP won't cut it. But if you can map the steps—listing, creating, getting details, and updating status—to Dubsado, this is one of the best ways to automate that entire operational loop.
Common Questions About Dubsado MCP
How do I list projects using the `list_projects` tool? +
Just ask your agent to 'List all projects.' It pulls a summary view of every project, showing you which ones are active and what their general status is. This gives you an immediate overview of your entire deal pipeline.
Can the `create_invoice` tool handle taxes? +
Yes. When generating a new invoice, the agent handles adding detailed line items and applying specific tax rates required for that project or region.
What is the difference between `get_project` and `list_projects`? +
List_projects gives you an overview of everything. You use get_project when you need every single detail, metadata, or specific record for one project by its unique ID.
How do I make sure a contract is signed before billing? +
Use the get_contract tool. It checks the live status of the agreement and tells you if it's 'Pending Signature,' which prevents your agent from creating an invoice for unsigned work.
What happens if I try to use `get_project` with a project ID that doesn't exist? +
The agent throws an error indicating the resource wasn't found. You can then prompt your AI client to run list_projects first, so you have the correct ID to reference.
How do I apply a workflow across multiple projects using `update_project`? +
You must first use list_projects to grab all the target project IDs. Then, pass that list of identifiers and the required workflow name into update_project for bulk action.
What is the difference between using `list_contacts` and getting a specific client's history? +
The list_contacts tool returns a directory of basic contact info. If you need full communication logs or details for one person, your agent needs to call another function with the specific ID.
Before I run an automation, how do I see what templates are available using `list_workflow_templates`? +
The tool output gives you a list of all available workflow template names and descriptions. You must use one of those exact names when calling the apply_workflow tool.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.