How do I connect my Dubsado account?

You need to grab your API Key from your Dubsado dashboard under Settings, then connect your AI client to Vinkius.

Which AI clients can I use with this MCP?

You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

Can I create invoices through my AI agent?

Yes, you can use the create_invoice capability to generate new invoices with specific line items.

Does this MCP handle client contracts?

Yes, it can list contracts and check their current status, such as whether they are pending signature.

Vinkius hosts the MCP and manages your credentials so you can connect securely to your Dubsado account.

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 capability. 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 capability accepts a JSON array of items, allowing you to specify names, amounts, and descriptions for each line.

An astronaut overseeing a futuristic data hub

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Connect Dubsado to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire client lifecycle through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Dubsado.

01
Create invoice
This capability generates a new invoice for your clients.
02
Get contract
Use this to pull specific contract details and current signing status.
03
List contacts
This capability retrieves your full directory of Dubsado contacts.
04
List contracts
Get a list of all project contracts currently in your system.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Dubsado.

05
Apply workflow
This capability triggers a specific automated sequence for a project.
06
Create project
Use this to set up a new project in Dubsado.
07
Get invoice
This capability fetches the specific details of a single invoice.
08
Get project
Get all the metadata and details for a specific project.

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Dubsado.

09
List invoices
This capability pulls a list of all invoices in your account.
10
List projects
Retrieve a list of all your Dubsado projects.
11
List workflow templates
This capability shows you all the available workflow templates you can use.
12
Update project
Use this to change project details like status or tags.

Real work

What teams actually run

Client Onboarding

Tell your agent to apply a specific workflow template to a new project to start the onboarding process.

Billing Management

Ask your agent to list all outstanding invoices to see who needs to pay.

Contract Follow-ups

Check the status of a contract to see if a client has viewed it yet.

Project Updates

Update a project's status or tags immediately after a client meeting.

Automate a task

Put Dubsado to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Dubsado works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Dubsado to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

993ms average. Fast in production.

Dubsado is checked daily against the live service.

Daily averagePeak 1143ms

Oct 3Today

Fastest day: 793ms
Slowest day: 1143ms
14-day trend: Slowing+5%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Dubsado, so you can see the experience inside your AI.

It does not authenticate your account with Dubsado. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Dubsado Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Dubsado capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "dubsado-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Dubsado in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Dubsado owners hand off.

This MCP is built for service-based professionals who use Dubsado to manage their client lifecycle.

01
Creative Entrepreneurs
They use the AI to pull project details and handle onboarding without opening the CRM.
02
Service-Based Teams
They use the agent to monitor invoice statuses and trigger workflows.
03
Operations Leads
They use the AI to manage client contracts and register new deals.

FAQ

Questions Dubsado owners ask.

01
How do I connect my Dubsado account?
You need to grab your API Key from your Dubsado dashboard under Settings, then connect your AI client to Vinkius.
02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.
03
Can I create invoices through my AI agent?
Yes, you can use the create_invoice capability to generate new invoices with specific line items.
04
Does this MCP handle client contracts?
Yes, it can list contracts and check their current status, such as whether they are pending signature.
05
Is my data secure?
Vinkius hosts the MCP and manages your credentials so you can connect securely to your Dubsado account.
06
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.
07
Can I filter projects by specific statuses?
Yes! Use the list_projects capability. You can find valid status IDs by checking your project funnel settings in the Dubsado UI.
08
Does it support creating invoices with multiple items?
Absolutely. The create_invoice capability accepts a JSON array of items, allowing you to specify names, amounts, and descriptions for each line.

Explore

More in Productivity

Connect Dubsado to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Create invoice

Get contract

List contacts

List contracts

05-08

Apply workflow

Create project

Get invoice

Get project

09-12

List invoices

List projects

List workflow templates

Update project

What teams actually run

Client Onboarding

Billing Management

Contract Follow-ups

Project Updates

Building your own app? The connector is yours to use.

Dubsado Connector

Claude Desktop

Creative Entrepreneurs

Service-Based Teams

Operations Leads

How do I connect my Dubsado account?

Which AI clients can I use with this MCP?

Can I create invoices through my AI agent?

Does this MCP handle client contracts?

Is my data secure?

How do I find my API Key in Dubsado?

Can I filter projects by specific statuses?

Does it support creating invoices with multiple items?

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