How do I find my API Key in Dubsado?

Log in to your account, navigate to **Settings** > **Marcus (API)**, and generate your unique key for the integration.

Can I filter projects by specific statuses?

Yes! Use the `list_projects` tool. You can find valid status IDs by checking your project funnel settings in the Dubsado UI.

Does it support creating invoices with multiple items?

Absolutely. The `create_invoice` tool accepts a JSON array of items, allowing you to specify names, amounts, and descriptions for each line.

INSTANT PLUG AND PLAY

Dubsado MCP Server for Claude CodeGive Claude Code instant access to 12 tools to Apply Workflow, Create Invoice, Create Project, and more

Name: Dubsado
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 12 Tools CLI

Claude Code is Anthropic's agentic CLI for terminal-first development. Add Dubsado as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.

Use with Your AI Agent

Ask AI about this App Connector for Claude Code

Open in ChatGPT Open in Claude Open in Perplexity

The Dubsado app connector for Claude Code 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

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Dubsado and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·bash

# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add dubsado --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Claude Code registers Dubsado as an MCP server in a single terminal command. Once connected, Claude Code discovers all 12 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Dubsado data drives decisions without human intervention.

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 Claude Code 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 Claude Code

When Claude Code 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_workflow

Apply a workflow to a project

create_invoice

Create a new invoice

create_project

Create a new project

get_contract

Get contract status and details

get_invoice

Get details for a Dubsado invoice

get_project

Get details for a Dubsado project

list_contacts

List Dubsado contacts

list_contracts

List project contracts

list_invoices

List all invoices

list_projects

List all Dubsado projects

list_workflow_templates

List available workflow templates

update_project

Update an existing project

Connect Dubsado to Claude Code via MCP

Follow these steps to wire Dubsado into Claude Code. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed

Add the MCP Server

Run the command above in your terminal

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session

Start using Dubsado

Ask Claude: "Using Dubsado, show me...". 12 tools are ready

Why Use Claude Code with the Dubsado MCP Server

Claude Code provides unique advantages when paired with Dubsado through the Model Context Protocol.

Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart

Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

Claude Code runs headlessly, enabling unattended batch processing using Dubsado tools in cron jobs or deployment scripts

Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

Dubsado + Claude Code Use Cases

Practical scenarios where Claude Code combined with the Dubsado MCP Server delivers measurable value.

CI/CD integration: embed Dubsado tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping

Headless batch processing: schedule Claude Code to query Dubsado nightly and generate reports without human intervention

Shell scripting: pipe Dubsado outputs into other CLI tools for data transformation, filtering, and aggregation

Infrastructure monitoring: run Claude Code in a cron job to query Dubsado status endpoints and alert on anomalies

Example Prompts for Dubsado in Claude Code

Ready-to-use prompts you can give your Claude Code 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 Claude Code

Common issues when connecting Dubsado to Claude Code through the Vinkius, and how to resolve them.

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code

Connection timeout

Check your internet connection and verify the Edge URL is reachable

Dubsado + Claude Code FAQ

Common questions about integrating Dubsado MCP Server with Claude Code.

How do I add an MCP server to Claude Code?

Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.