How to Use the Dubsado MCP in OpenAI Agents SDK

Q: Can OpenAI Agents SDK pull Dubsado client data?

Yes. Your agent uses listcontacts to fetch specific lead details. It then processes that information for your current project context.

Q: Does this MCP server handle large project lists?

It does. You can query listprojects to parse through your entire database efficiently. The server manages the connection while your agent handles the reasoning.

Connect your OpenAI Agents SDK to Dubsado to automate project tracking, invoicing, and contract management without leaving your code.

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Connect Dubsado MCP to OpenAI Agents SDK

Create your Vinkius account to connect Dubsado to OpenAI Agents SDK 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 OpenAI Agents SDK

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Automate Dubsado project lifecycle

Trigger `create_project` and `update_project` directly from your agent logic. You handle lead intake and project status changes in real-time, keeping your data synced without manual entry. Your agent monitors project health by calling `get_project` to verify milestones. It ensures every client record remains accurate as you scale your operations.

Manage Dubsado invoicing and contracts

Generate payment requests using `create_invoice` the moment a milestone is met. Your agent pulls data from `list_invoices` to track payment status, ensuring you never miss a deadline. Use `get_contract` to check signing status before triggering the next phase. This keeps your workflow moving while your agent handles the administrative heavy lifting.

Control Dubsado workflows from your agent

Call `list_workflow_templates` to see what options you have, then use `apply_workflow` to start the onboarding sequence. Your agent executes these steps based on specific client triggers. You keep full control by reviewing tool outputs in your trace logs. It prevents errors by validating each action through the OpenAI Agents SDK guardrails.

Setup guide

Set up Dubsado MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Dubsado tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Dubsado tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Dubsado tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Dubsado Agent",
            instructions="You have access to Dubsado tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Dubsado MCP in OpenAI Agents SDK

You instantiate the server using the Vinkius endpoint. Pass the server instance to your agent constructor and let the SDK handle the rest. Tools appear automatically.

Yes. Your agent uses `list_contacts` to fetch specific lead details. It then processes that information for your current project context.

The server runs in an isolated Vinkius sandbox. Your agent interacts via secure tokens, keeping your credentials separate from the client logic.

It does. You can query `list_projects` to parse through your entire database efficiently. The server manages the connection while your agent handles the reasoning.

The server returns an error message which your agent interprets. You can then log the failure or prompt a human to intervene.

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