How to Use the Dubsado MCP in Cline

Q: How do I check Dubsado contract statuses inside Cline?

You can ask Cline to check your agreements. It runs listcontracts to fetch the contract IDs for a specific project, then calls getcontract to show you who has signed.

Build custom client portals and automate onboarding by letting Cline connect directly to your Dubsado workspace.

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Connect Dubsado MCP to Cline

Create your Vinkius account to connect Dubsado to Cline 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 Cline

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Automate Client Portals with Cline

Tell Cline to build a custom client dashboard. It will write the frontend code, then use the Dubsado MCP Server to fetch live data by calling `list_projects` and `list_invoices` to populate the UI. Cline works end-to-end, so it also writes the integration tests to make sure `get_project` fetches the correct metadata before saving the files directly into your VS Code directory.

Programmatic Billing Workflows

Stop writing manual billing code. Instruct Cline to set up an automated invoice generator, and it will write a backend script that calls `create_invoice` whenever a milestone is marked complete in your codebase. It will also implement error handling around `get_invoice` to ensure your app can verify payment status before unlocking premium features for your users.

Direct Workspace Syncing

Keep your local database in sync with your actual CRM. Cline can scan your local database schema, write a migration script, and use `list_contacts` to import your customer roster. If it finds discrepancies, it will run `update_project` to align your local records with your live Dubsado pipeline without you having to write a single API request.

Setup guide

Set up Dubsado MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type dubsado-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Dubsado refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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Common questions about Dubsado MCP in Cline

Yes, Cline can generate and test scripts that interact with your templates. It queries `list_workflow_templates` to see what is available and writes the code to execute `apply_workflow` programmatically.

You can ask Cline to check your agreements. It runs `list_contracts` to fetch the contract IDs for a specific project, then calls `get_contract` to show you who has signed.

Absolutely. When you define a new client milestone, Cline can invoke `create_project` to register them in your system and immediately return the new project details.

You can configure it directly through the Cline sidebar under the MCP Servers icon. You can install it with one click or add the remote server configuration to your settings file.

Yes, all transmission of your financial invoices and legal contracts happens securely through the Vinkius gateway. Your credentials are encrypted locally, and the agent only accesses the specific API endpoints required to run your immediate commands.

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