Dubsado MCP Server for LlamaIndexGive LlamaIndex instant access to 12 tools to Apply Workflow, Create Invoice, Create Project, and more
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Dubsado as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
Ask AI about this App Connector for LlamaIndex
The Dubsado app connector for LlamaIndex 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 llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Dubsado. "
"You have 12 tools available."
),
)
response = await agent.run(
"What tools are available in Dubsado?"
)
print(response)
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.
LlamaIndex agents combine Dubsado tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex
When LlamaIndex 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 LlamaIndex via MCP
Follow these steps to wire Dubsado into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Dubsado MCP Server
LlamaIndex provides unique advantages when paired with Dubsado through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Dubsado tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Dubsado tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Dubsado, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Dubsado tools were called, what data was returned, and how it influenced the final answer
Dubsado + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Dubsado MCP Server delivers measurable value.
Hybrid search: combine Dubsado real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Dubsado to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Dubsado for fresh data
Analytical workflows: chain Dubsado queries with LlamaIndex's data connectors to build multi-source analytical reports
Example Prompts for Dubsado in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting Dubsado to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpDubsado + LlamaIndex FAQ
Common questions about integrating Dubsado MCP Server with LlamaIndex.