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Dubsado

Dubsado MCP Server with 12 Tools Ready for AI Agents

MCP Inspector GDPR Free for Subscribers

Run your creative business with proposal templates, contract signing, invoicing, and client scheduling in one seamless flow. Unlock 12 tools ready out of the box. Connect this App Connector to instantly empower AI agents like Claude Code, Cursor, or any MCP-compatible client with advanced capabilities.

Built for AI Agents by Vinkius

Vinkius delivers Streamable HTTP and SSE to any MCP client

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Dubsado
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

What is the Dubsado MCP Server?

The Dubsado MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Dubsado via 12 tools. Run your creative business with proposal templates, contract signing, invoicing, and client scheduling in one seamless flow. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (12)

apply_workflowcreate_invoicecreate_projectget_contractget_invoiceget_projectlist_contactslist_contractslist_invoiceslist_projectslist_workflow_templatesupdate_project

Tools for your AI Agents to operate Dubsado

Ask your AI agent "List all my active projects in Dubsado." and get the answer without opening a single dashboard. With 12 tools connected to real Dubsado data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

The Dubsado App Connector works with every AI agent you already use

…and any MCP-compatible client

CursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWSCursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWS

Use all 12 Dubsado tools with your AI agents right now

Empower your AI agents to connect to Dubsado and securely perform advanced actions on Vinkius infrastructure. Beyond a simple connection, you gain an advanced AI Gateway that provides complete visibility into agent activity, ensuring maximum governance and optimized token usage.

apply_workflow

Apply a workflow to a project

create_invoice

Create a new invoice

create_project

Create a new project

get_contract

Get contract status and details

get_invoice

Get details for a Dubsado invoice

get_project

Get details for a Dubsado project

list_contacts

List Dubsado contacts

list_contracts

List project contracts

list_invoices

List all invoices

list_projects

List all Dubsado projects

list_workflow_templates

List available workflow templates

update_project

Update an existing project

What the Dubsado MCP Server unlocks

Connect your Dubsado account to any AI agent and take full control of your business operations and client lifecycle management through natural conversation.

What you can do

  • Project Orchestration — List and manage client projects programmatically, including updating statuses, tags, and retrieving detailed metadata
  • Billing & Invoicing — Monitor financial records across projects and programmatically create new invoices with detailed line items and taxes
  • Contract Intelligence — Access project agreements and e-signature documents to monitor signing progress and contract validity in real-time
  • Workflow Automation — Programmatically trigger automated sequence templates for specific projects to coordinate onboarding and client journeys
  • Relationship CRM — Access your complete directory of clients and leads to manage contact information and high-fidelity communication history

How it works

1. Subscribe to this server
2. Retrieve your API Key from your Dubsado dashboard (Settings > Marcus / API)
3. Start managing your service-based business from Claude, Cursor, or any MCP client

No more manual project tracking or digging through CRM menus. Your AI acts as your dedicated business operations and client journey coordinator.

Who is this for?

  • Creative Entrepreneurs — instantly retrieve project details and manage client onboarding using natural language commands
  • Service-Based Teams — monitor invoice statuses and trigger workflow sequences without leaving your workspace
  • Operations Leads — automate deal registration and manage client contracts through simple AI queries

Frequently asked questions about the Dubsado MCP Server

01

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.

02

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.

03

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.

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