How to Use the Dubsado MCP in Claude Code

Q: Can Claude Code apply a Dubsado workflow template from the command line?

Yes, it can. It will check your templates using listworkflowtemplates and then call applyworkflow to start the onboarding sequence for any project ID you specify.

Q: Can I pipe contract data to other CLI utilities?

Yes, you can. You can have Claude Code run listcontracts or getcontract and pipe that raw JSON payload into tools like jq or grep for quick terminal filtering.

Pipe Dubsado project and billing data directly into your terminal commands and CI/CD pipelines using Claude Code.

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Create your Vinkius account to connect Dubsado to Claude Code 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 Claude Code

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Command-Line Client Onboarding

Run your client onboarding directly from your terminal session. Command Claude Code to set up a new account, and it will execute `create_project` and pipe the output to other CLI tools. You can instantly apply onboarding steps by running `apply_workflow` right from the shell, bypassing the web browser entirely to keep your focus on the terminal.

Terminal Auditing via the Dubsado MCP Server

Need a quick breakdown of outstanding invoices? Ask Claude Code to list them, and it will run `list_invoices` and format the JSON output as a clean table in your terminal. You can drill down into specific accounts using `get_invoice` or check contract signatures with `get_contract` without ever clicking a button in a GUI.

Shell Script CRM Automation

Automate your CRM updates through cron jobs or local shell scripts. Claude Code can run `list_contacts` to export your client list and pipe it directly to a local CSV file. If you need to batch-update records, you can instruct the CLI to loop through your IDs and execute `update_project` for each record based on a local configuration file.

Setup guide

Set up Dubsado MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see dubsado-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Dubsado transactions." It will automatically discover and invoke the available Dubsado tools.

Terminal

claude mcp add --transport http dubsado-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Dubsado MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "dubsado-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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 Claude Code

Run a simple terminal command asking Claude Code to show your active accounts. It will call `list_projects` and output a structured list directly into your shell.

Yes, it can. It will check your templates using `list_workflow_templates` and then call `apply_workflow` to start the onboarding sequence for any project ID you specify.

Just tell Claude Code to create a bill with your line items. It will run `create_invoice` and output the newly created invoice metadata directly to your terminal screen.

Yes, you can. You can have Claude Code run `list_contracts` or `get_contract` and pipe that raw JSON payload into tools like jq or grep for quick terminal filtering.

All API requests are routed through Vinkius's zero-trust MCP sandbox using transport-layer encryption. Your active project records and invoices are never cached or exposed to third parties, preserving strict data isolation.

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