# Dubsado MCP MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** dubsado, crm-automation, project-lifecycle, invoicing-api, workflow-orchestration, client-management, contracts-tracking, creative-ops, mcp ## Description 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. ## Tools ### 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. ### get_contract Retrieves real-time status and specific details for a project's contract. ### get_invoice Fetches the complete data set for a single, existing invoice. ### get_project Gets all details about one specific client project. ### list_contacts Provides a comprehensive list of every contact and lead in your directory. ### list_contracts Lists all existing contracts associated with various projects. ### list_invoices Retrieves a list of multiple invoices, allowing you to see status and totals. ### list_projects Pulls a summary view of all active and completed client projects. ### list_workflow_templates Shows you which automated sequence templates are available to run. ### update_project Modifies details, tags, or status on an existing project record. ## Prompt Examples **Prompt:** ``` List all my active projects in Dubsado. ``` **Response:** ``` I've retrieved your active projects. You currently have 4 deals in progress, including 'Winter Wedding' (ID: proj_1) and 'Brand Identity Refresh'. Which one would you like to update? ``` **Prompt:** ``` Create a $200 invoice for project 'proj_1' for 'Design Services'. ``` **Response:** ``` Invoice generated! I've created the $200.00 invoice for 'Design Services' associated with project proj_1. The ID is 'inv_123'. Shall I send it to the client for you? ``` **Prompt:** ``` Show me the status of the contract for 'Winter Wedding'. ``` **Response:** ``` Checking contract... For 'Winter Wedding' (ID: proj_1), the contract was viewed by the client yesterday but is still 'Pending Signature'. Would you like me to send a follow-up reminder? ``` ## Capabilities ### undefined undefined ### undefined undefined ### undefined undefined ### undefined undefined ### undefined undefined ### undefined undefined ## 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. ## Benefits - Stop manual data entry. Need to update a project status or change tags? Use `update_project` to make changes instantly, without navigating complex menus. - Never miss revenue opportunity. You can use `list_invoices` to see all outstanding bills and then immediately call `create_invoice` if something was missed. - Know your client pipeline at a glance. Calling `list_projects` gives 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_contract` to ensure documents are signed before starting billing, minimizing payment delays. ## How It Works The bottom line is: your AI client acts as a single point of control over every part of your business dashboard. 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. ## Frequently Asked Questions **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.