Dubsado MCP Server for AutoGenGive AutoGen instant access to 12 tools to Apply Workflow, Create Invoice, Create Project, and more
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Dubsado as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.
Ask AI about this App Connector for AutoGen
The Dubsado app connector for AutoGen is a standout in the Productivity category — giving your AI agent 12 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="dubsado_agent",
tools=tools,
system_message=(
"You help users with Dubsado. "
"12 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Dubsado MCP Server
Connect your Dubsado account to any AI agent and take full control of your business operations and client lifecycle management through natural conversation.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Dubsado tools. Connect 12 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Project Orchestration — List and manage client projects programmatically, including updating statuses, tags, and retrieving detailed metadata
- Billing & Invoicing — Monitor financial records across projects and programmatically create new invoices with detailed line items and taxes
- Contract Intelligence — Access project agreements and e-signature documents to monitor signing progress and contract validity in real-time
- Workflow Automation — Programmatically trigger automated sequence templates for specific projects to coordinate onboarding and client journeys
- Relationship CRM — Access your complete directory of clients and leads to manage contact information and high-fidelity communication history
The Dubsado MCP Server exposes 12 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 12 Dubsado tools available for AutoGen
When AutoGen connects to Dubsado through Vinkius, your AI agent gets direct access to every tool listed below — spanning dubsado, crm-automation, project-lifecycle, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Apply a workflow to a project
Create a new invoice
Create a new project
Get contract status and details
Get details for a Dubsado invoice
Get details for a Dubsado project
List Dubsado contacts
List project contracts
List all invoices
List all Dubsado projects
List available workflow templates
Update an existing project
Connect Dubsado to AutoGen via MCP
Follow these steps to wire Dubsado into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install AutoGen
pip install "autogen-ext[mcp]"Replace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenIntegrate into workflow
Explore tools
Why Use AutoGen with the Dubsado MCP Server
AutoGen provides unique advantages when paired with Dubsado through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Dubsado tools to solve complex tasks
Role-based architecture lets you assign Dubsado tool access to specific agents. a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Dubsado tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Dubsado tool responses in an isolated environment
Dubsado + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Dubsado MCP Server delivers measurable value.
Collaborative analysis: one agent queries Dubsado while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Dubsado, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Dubsado data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Dubsado responses in a sandboxed execution environment
Example Prompts for Dubsado in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Dubsado immediately.
"List all my active projects in Dubsado."
"Create a $200 invoice for project 'proj_1' for 'Design Services'."
"Show me the status of the contract for 'Winter Wedding'."
Troubleshooting Dubsado MCP Server with AutoGen
Common issues when connecting Dubsado to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Dubsado + AutoGen FAQ
Common questions about integrating Dubsado MCP Server with AutoGen.