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Dubsado MCP Server for WindsurfGive Windsurf instant access to 12 tools to Apply Workflow, Create Invoice, Create Project, and more

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Dubsado through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Dubsado app connector for Windsurf 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.

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Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "dubsado": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Dubsado
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.

Windsurf's Cascade agent chains multiple Dubsado tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf

When Windsurf 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 Windsurf via MCP

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

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using Dubsado

Open Cascade and ask: "Using Dubsado, help me...". 12 tools available

Why Use Windsurf with the Dubsado MCP Server

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

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Dubsado + Windsurf Use Cases

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

01

Automated code generation: ask Cascade to fetch data from Dubsado and generate models, types, or handlers based on real API responses

02

Live debugging: query Dubsado tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Dubsado and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Dubsado data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Dubsado in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Dubsado immediately.

01

"List all my active projects in Dubsado."

02

"Create a $200 invoice for project 'proj_1' for 'Design Services'."

03

"Show me the status of the contract for 'Winter Wedding'."

Troubleshooting Dubsado MCP Server with Windsurf

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

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Dubsado + Windsurf FAQ

Common questions about integrating Dubsado MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.