How to Use the Dubsado MCP in Windsurf

Q: How does Windsurf handle Dubsado invoice generation?

You ask Cascade to bill a client, and it calls createinvoice with the specified line items. It then retrieves the details via getinvoice so you can review the final layout directly in your IDE.

Q: Can I view signed contracts inside the editor?

Yes, you can. The agent runs listcontracts to find the right agreement and then pulls down the specific signature details and terms using getcontract.

Run your Dubsado client pipelines directly from Windsurf as Cascade chains project creation, contracts, and invoices.

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 Windsurf

Create your Vinkius account to connect Dubsado to Windsurf 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 Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Autonomous Client Onboarding

When a new lead comes in, tell Cascade to set them up. It will run `create_project` and immediately query `list_workflow_templates` to find the matching onboarding track. Instead of asking you for permission at every step, the agent chains the execution to run `apply_workflow` and then checks the status using `get_project` to confirm everything is set. You just watch the output populate in your Windsurf workspace.

Run Audits with the Dubsado MCP Server

Let Cascade review your outstanding accounts. It will scan your active jobs by running `list_projects` and then pull the billing details with `list_invoices` to identify unpaid balances. If a client is lagging, Cascade automatically grabs the agreement details via `get_contract` and drafts a tailored follow-up message in Windsurf containing the exact invoice link from `get_invoice`.

Dynamic Project Updates

Stop jumping between your editor and browser to keep client records fresh. Tell Cascade to update a lead's status, and it will execute `update_project` with the correct parameters extracted from your workspace notes. It can also search your directory using `list_contacts` to make sure you are mapping the right client ID before modifying any records. It keeps your CRM accurate without manual data entry.

Setup guide

Set up Dubsado MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Dubsado MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Dubsado payment history." If connected, Cascade will call the Dubsado tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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.

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 Windsurf

Tell Cascade to execute the workflow on your project. It will list your active templates with `list_workflow_templates` and then apply your selection using `apply_workflow` in a single autonomous run.

Yes, Cascade can modify any active file or client record. It uses `update_project` to change dates, statuses, or custom fields based on your chat instructions.

You ask Cascade to bill a client, and it calls `create_invoice` with the specified line items. It then retrieves the details via `get_invoice` so you can review the final layout directly in your IDE.

Yes, you can. The agent runs `list_contracts` to find the right agreement and then pulls down the specific signature details and terms using `get_contract`.

Your client contacts and billing details are never stored on external servers. The Vinkius MCP Server runs in an isolated sandbox, routing requests directly between Windsurf and the Dubsado API using your local endpoint token.

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