How to Use the Dubsado MCP in Claude

Q: Can I manage my Dubsado workflow templates in Claude Desktop?

Yes. You can use listworkflowtemplates to see everything available in your account. This lets you confirm which sequence to run before you trigger it for a specific project.

Bring your client operations directly into Claude Desktop. Manage projects and contracts without ever leaving your chat interface.

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Connect Dubsado MCP to Claude Desktop

Create your Vinkius account to connect Dubsado to Claude Desktop 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 Desktop

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Full Dubsado project control in Claude Desktop

Stop jumping between browser tabs to check project status. Your AI client can now pull live data using `get_project` and `list_projects` to answer questions about your current workload instantly. You can keep your pipeline moving by using `update_project` to change statuses or `apply_workflow` to trigger automated sequences for new leads.

Automate invoices and contracts via Claude Desktop

Send documents to clients faster by letting your agent handle the heavy lifting. Use `create_invoice` to generate billing records or `get_contract` to check if a client has signed their agreement yet. Everything stays tracked within your workspace. When you need to see what's outstanding, simply run `list_invoices` or `list_contracts` to get an accurate pulse on your business financials.

Organize your Dubsado contacts directly

Keep your client list synced with your conversations. Use `list_contacts` to pull up specific lead details without digging through your dashboard. Your agent can identify exactly who needs a follow-up. By having direct access to your CRM data, you spend less time searching and more time closing deals.

Setup guide

Set up Dubsado MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Dubsado MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Dubsado MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under dubsado-mcp.

json

{
  "mcpServers": {
    "dubsado-mcp": {
      "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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Dubsado MCP in Claude Desktop

Open your Claude Desktop config file and add the server details under the mcpServers key. Once you save and restart, the Dubsado tools will appear in your chat window.

Yes. You can use `list_workflow_templates` to see everything available in your account. This lets you confirm which sequence to run before you trigger it for a specific project.

Your data is handled securely through the MCP standard. The server only accesses the specific Dubsado records you request, keeping your client information private.

The server interacts with your account in real-time. Any changes you make via the chat tools, like updating a project status, reflect immediately in your Dubsado dashboard.

No. The server acts as a bridge to your Dubsado account. It does not store your client contact lists or financial data locally after the session concludes.

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