How to Use the Dubsado MCP in Mastra AI

Q: How does Mastra AI handle a failed Dubsado workflow application?

If applyworkflow returns an error, Mastra AI uses its built-in workflow engine to execute an exponential backoff. You can configure a fallback step that alerts an account manager if the template fails to bind after three attempts.

Q: Can I require human approval before Mastra AI updates a Dubsado project?

Yes, you can set the requireToolApproval flag on updateproject inside your Mastra agent configuration. This pauses the execution until a team member reviews the proposed changes to the project details.

Q: How do I list Dubsado workflow templates within a Mastra AI agent?

Your agent calls listworkflowtemplates via the MCP connection to read the available setups. The Mastra engine uses this list to dynamically map the correct onboarding steps based on the client's budget.

Q: What tools does this MCP Server provide for billing automation?

The server exposes createinvoice, getinvoice, and listinvoices directly to your agent. These tools let your system generate bills, verify payments, and log transaction statuses automatically.

Q: How secure is my Dubsado invoice data when processed by Mastra AI?

Your invoice records accessed through getinvoice are processed entirely in memory within the secure V8 sandbox. This MCP integration never logs financial totals or client payment details to any third-party database.

Build resilient agent workflows that run Dubsado actions via Mastra AI with automatic retries.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Dubsado MCP to Mastra AI

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

GDPR Free for Subscribers

Setup Dubsado with Mastra AI

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Branching onboarding paths in Mastra AI

`create_project` starts the onboarding run by setting up a fresh profile in your database. Mastra AI evaluates the incoming project details to decide which workflow template fits best. Following that decision, `apply_workflow` runs the chosen template automatically. If the API fails due to network instability, Mastra's built-in retry engine backs off and tries again until the workflow binds.

Run invoice checks with this MCP Server

`list_invoices` gathers all open accounts to feed your Mastra agent's daily verification cycle. The agent parses outstanding balances without requiring manual spreadsheet exports. When the agent flags an unpaid item, `get_invoice` retrieves the specific line items to verify against your records. Mastra then triggers conditional branches to email the client or alert your team.

Synchronize contact databases autonomously

`list_contacts` pulls your entire client list to match against external CRM records. Mastra agents run this sync on a schedule, identifying missing phone numbers or email updates. Once discrepancies are found, `update_project` modifies the corresponding workspace with the corrected details. This keeps your records aligned across systems without manual data entry.

Setup guide

Set up Dubsado MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Dubsado tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "dubsado-mcp-client",
  servers: {
    "dubsado-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Dubsado Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Dubsado tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Dubsado transactions"
);
console.log(result.text);

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.

Connect Dubsado now

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 Mastra AI

If `apply_workflow` returns an error, Mastra AI uses its built-in workflow engine to execute an exponential backoff. You can configure a fallback step that alerts an account manager if the template fails to bind after three attempts.

Yes, you can set the `requireToolApproval` flag on `update_project` inside your Mastra agent configuration. This pauses the execution until a team member reviews the proposed changes to the project details.

Your agent calls `list_workflow_templates` via the MCP connection to read the available setups. The Mastra engine uses this list to dynamically map the correct onboarding steps based on the client's budget.

The server exposes `create_invoice`, `get_invoice`, and `list_invoices` directly to your agent. These tools let your system generate bills, verify payments, and log transaction statuses automatically.

Your invoice records accessed through `get_invoice` are processed entirely in memory within the secure V8 sandbox. This MCP integration never logs financial totals or client payment details to any third-party database.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript