• PENDING
  • VIEWED
  • SIGNED
  • MANUAL

How to monitor contract status with your AI

Connect Dubsado to your agent. Once connected, you can ask for real-time updates on your paperwork without logging in manually.

Ask AI about this page

Short answer

Can my AI check if clients signed Dubsado contracts?

Yes. Your agent uses Dubsado tools to pull contract lists and check specific agreement details. You'll see exactly who has viewed or signed their documents.

The outcomes.

Where your contract data lands.

The AI organizes your Dubsado information into these categories.

PENDING

Unsigned agreements

The AI identifies contracts that are still outstanding. You get a list of clients who need to sign.

VIEWED

Opened but not signed

The AI flags clients who opened their agreement but haven't signed it yet. This tells you who is actively looking.

SIGNED

Completed contracts

The AI confirms which agreements are fully executed. You'll know exactly which deals are officially closed.

MANUAL

Human review needed

If a contract status is unclear or missing, the AI flags it for you to check in Dubsado yourself.

The workflow

What your AI does when the request arrives.

Your agent performs these steps to find your contract updates.

  1. Fetch contract list

    The agent pulls a list of all your current contracts from Dubsado.

    list_contracts

  2. Check specific status

    The agent looks at individual contract details to see if they've been viewed or signed.

    get_contract

  3. Filter by client

    The agent scans the contract list to find specific agreements for a certain person.

    list_contractsget_contract

  4. Summarize progress

    The agent compiles the status of all requested contracts into a single report.

    list_contracts

Try it

Copy these to start.

Paste these into your chat to begin.

Starting points

Replace the names in brackets with your actual client or contract names.

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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"
    }
  }
}
Copy into chat04

  • Check my Dubsado contracts and tell me which ones are still unsigned.

  • Which clients have viewed their agreements in Dubsado but haven't signed them yet?

  • Find the status of the contract for [Client Name] in Dubsado.

  • List all my signed contracts from the last seven days in Dubsado.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dubsado once, then ask.

Connect your account with one link. Your login stays encrypted on our side, and you can immediately start asking your agent about your contracts.

Connect Dubsado to your AI

FAQ

How this task behaves.

  • 01

    Can the AI sign contracts for me?

    No. The AI can only read contract details and report their status.

  • 02

    Can the AI edit my contract terms?

    No. The AI has no tools to modify or change the content of your agreements.

  • 03

    Can the AI delete contracts in Dubsado?

    No. The AI cannot delete any data from your Dubsado account.

  • 04

    Can I ask for a list of all my contracts?

    Yes. The agent can pull your full contract list to give you an overview.

  • 05

    Does the AI send emails to my clients?

    No. The AI only provides status updates to you; it doesn't communicate with your clients.

  • More questions about Dubsado? See everything the Dubsado Connector can do

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