Bring Dubsado
to Windsurf
Learn how to connect Dubsado to Windsurf 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 Windsurf?
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.
- —
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
- —
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
- —
JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Dubsado in Windsurf
Dubsado and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Dubsado to Windsurf 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 Windsurf
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 Windsurf 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 Windsurf
Every tool call from Windsurf 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 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.
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.
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.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.