How to Use the Dubsado MCP in LlamaIndex

Q: Can I query my Dubsado contracts using LlamaIndex?

Yes. By calling getcontract and indexing the output, you can ask your agent questions about specific terms or status updates for any client.

Index your Dubsado client data into LlamaIndex to build RAG applications that answer questions about your business.

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Connect Dubsado MCP to LlamaIndex

Create your Vinkius account to connect Dubsado to LlamaIndex 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 LlamaIndex

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Claude

Perplexity

Semantic search over Dubsado records

Use `list_contacts` and `list_projects` to pull data into your vector store. LlamaIndex indexes this information so you can query your business history with natural language. Instead of digging through admin panels, you ask your agent about client status. It returns grounded answers based on your actual data.

Contextualize contracts and invoices

Retrieve specific details using `get_contract` and `get_invoice` to feed your knowledge base. Your agents now understand the fine print of your agreements and payment terms. This turns static documents into actionable intelligence. Your RAG pipeline uses this data to provide accurate, context-aware responses to internal queries.

Build knowledge-augmented workflows

Configure your agents to check `list_workflow_templates` before taking action. The agent verifies which workflows are available before applying them to a project. This ensures your automation logic remains consistent with your current business processes. The agent operates with a complete understanding of your templates.

Setup guide

Set up Dubsado MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Dubsado MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Dubsado tools.",
)
response = await agent.run("List recent Dubsado data")

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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 LlamaIndex

You fetch the records via the MCP tools and pass them into your document pipeline. LlamaIndex then converts this Dubsado information into searchable embeddings.

Yes. By calling `get_contract` and indexing the output, you can ask your agent questions about specific terms or status updates for any client.

We keep your client contact info and project files restricted to your local instance. Access is managed through your unique endpoint token, ensuring only your agent sees the data.

Your LlamaIndex index can be refreshed to reflect the latest changes. You run the tool again to pull the updated record into your vector store.

They are. You use the McpToolSpec to map the server operations into a format the agent understands. It makes your Dubsado data immediately available for RAG.

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