Bring Dubsado
to LlamaIndex
Learn how to connect Dubsado to LlamaIndex and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the 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.
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
How it works
1. Subscribe to this server
2. Retrieve your API Key from your Dubsado dashboard (Settings > Marcus / API)
3. Start managing your service-based business from Claude, Cursor, or any MCP client
No more manual project tracking or digging through CRM menus. Your AI acts as your dedicated business operations and client journey coordinator.
Who is this for?
- Creative Entrepreneurs — instantly retrieve project details and manage client onboarding using natural language commands
- Service-Based Teams — monitor invoice statuses and trigger workflow sequences without leaving your workspace
- Operations Leads — automate deal registration and manage client contracts through simple AI queries
Built-in capabilities (12)
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
Why LlamaIndex?
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.
- —
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 in LlamaIndex
Dubsado and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Dubsado to LlamaIndex through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Dubsado in LlamaIndex
The Dubsado 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in LlamaIndex only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Dubsado for LlamaIndex
Every tool call from LlamaIndex to the Dubsado MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Dubsado tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp