How to Use the Dubsado MCP in AutoGen

Deploy AutoGen agents to debate and finalize your Dubsado client onboarding and invoicing tasks.

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Connect Dubsado MCP to AutoGen

Create your Vinkius account to connect Dubsado to AutoGen and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Dubsado with AutoGen

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Claude

Perplexity

Consensus-driven project management

Let your AutoGen agents negotiate the terms of a new project using `create_project`. One agent suggests the project details, while another validates them against your standards. This prevents errors before they hit your account. You get a vetted project setup that aligns with your agency goals.

Negotiated contract and invoice handling

Use `get_contract` and `get_invoice` to have agents verify financial records. If a contract is missing a signature, the agents debate how to address the client. This automated deliberation ensures you never miss a payment or leave a contract unsigned. You have a team of agents working to keep your revenue on track.

Automated template selection

The agents analyze your client needs and call `list_workflow_templates` to pick the right path. They discuss the best fit before executing `apply_workflow`. This removes the guesswork from onboarding. You rely on your agents to choose the right strategy for every unique client scenario.

Setup guide

Set up Dubsado MCP in AutoGen

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] package
Active Vinkius subscription with a valid endpoint token

1

Install AutoGen with MCP
Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.
2

Fetch tools from the MCP
Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Run your agent
Pass the tools to AssistantAgent and call agent.run(). The agent invokes Dubsado tools and returns structured results.

agent.py

from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="Dubsado_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent Dubsado data")
print(result.messages[-1].content)

Get your connection token →

Prerequisites

Python 3.10+ installed
autogen-ext[mcp] + autogen-agentchat
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Same packages as above. McpWorkbench is ideal when your agent needs stateful sessions across multiple tool calls.
2

Use McpWorkbench as context manager
Wrap your agent in async with McpWorkbench(...) to maintain shared state and resources. The workbench manages the full MCP session lifecycle.
3

Run with workbench
Pass workbench=workbench to your agent. State is preserved across multiple tool calls within the same session.

agent.py

from autogen_ext.tools.mcp import McpWorkbench, SseServerParams
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

async with McpWorkbench(server_params) as workbench:
    agent = AssistantAgent(
        name="Dubsado_assistant",
        model_client=OpenAIChatCompletionClient(model="gpt-4o"),
        workbench=workbench,
    )

    result = await agent.run("List recent Dubsado data")
    print(result.messages[-1].content)

Get your connection token →

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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Common questions about Dubsado MCP in AutoGen

You pass the tools into the AssistantAgent. The agents then discuss which Dubsado action is required to move a client forward.

Absolutely. You set up agents to review the contract output from `get_contract` and suggest improvements. They work together to ensure your documentation is correct.

The server manages your credentials through a secure token system. Your project logs and contact lists stay contained within your specified agent communication flow.

You provide the tool list to your agents, and they invoke them as needed during their conversation. It handles the request to the server automatically.

They will continue to debate until they reach a consensus based on your instructions. You can monitor the entire discussion to see why they chose a specific path.

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