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Vinkius

Dubsado Connector for AI agents.

12 live capabilities

Manage creative agency projects and client contracts through natural conversation.

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AI Agent

Why people use Dubsado

Dubsado for Creative Agency Project Management

This Connector changes the game by bringing your Dubsado data directly into your chat. You can just ask your agent for a status update or to generate a new bill, and it happens in seconds. You get a clean, conversational way to handle the messy side of running a business.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire Dubsado backend.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    The 'Where is that contract?' problem

    An owner asks the agent if the 'Winter Wedding' contract was signed.

  2. Real-world use case 02

    The 'Invoice it' task

    A designer finishes a milestone and tells the agent to create a $200 invoice for 'Design Services' on project proj_1.

  3. Real-world use case 03

    New Client Onboarding flow

    A manager tells the agent to start a new project for a new client and apply the 'Standard Onboarding' workflow.

Complete set · 12capabilities

The complete Dubsado capability set.

These are the exact actions your AI can choose when you ask it to work with Dubsado.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Dubsado.

  1. 01 Capability

    Apply workflow

    Attach a specific workflow template to a project. This kicks off your automated onboarding sequence.

  2. 02 Capability

    Create invoice

    Create a new invoice for a client. It lets you set up specific charges quickly without manual entry.

  3. 03 Capability

    Create project

    Start a new project in your account. Use this to initiate a new client engagement immediately.

  4. 04 Capability

    Get contract

    Check the status of a specific project agreement. You can see if it's been viewed or signed.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Dubsado.

  1. 05 Capability

    Get invoice

    Pull the details for a specific invoice. This helps you verify payment details or amounts.

  2. 06 Capability

    Get project

    Retrieve the full details of a project. Use it to get a snapshot of a client's current status.

  3. 07 Capability

    List contacts

    See your entire directory of leads and clients. This is great for getting a bird's eye view of your CRM.

  4. 08 Capability

    List contracts

    See all contracts associated with your projects. It helps you keep track of what's pending across your business.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Dubsado.

  1. 09 Capability

    List invoices

    View every invoice in your Dubsado account. Use this to audit your billing or find specific records.

  2. 10 Capability

    List projects

    Get a list of every project you have. It's the fastest way to see your current workload.

  3. 11 Capability

    List workflow templates

    See all the automated sequences you have set up. This helps you choose the right journey for a new client.

  4. 12 Capability

    Update project

    Change the details or status of an existing project. It's perfect for moving a deal to the next stage.

Set up in minutes

One URL. Then ask Dubsado to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Dubsado from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Dubsado, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Dubsado for the conversation.

Where the request belongs

Work Dubsado can move forward.

Built around the request

Creative business owners and agency leads who are tired of manual data entry and jumping between CRM tabs to keep their projects on track.

01

Creative Studio Owner

Manages high-level project statuses and onboarding without opening a browser.

02

Agency Operations Manager

Monitors invoice statuses and contract signatures across multiple teams.

03

Freelance Designer

Handles billing and contract tracking while staying focused on the design work.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Indy logo
01 12 capabilities

Indy

Manage your freelance business with proposals, contracts, time tracking, and invoicing that covers the entire client lifecycle.

View Connector
Moxie logo
02 12 capabilities

Moxie

Manage your freelance or agency business with client portals, project tracking, time logging, and invoicing in one clean capability.

View Connector
Cashboard logo
03 8 capabilities

Cashboard

Manage time tracking, invoicing, and projects via Cashboard. track expenses, send estimates, and monitor client billing directly from any AI agent.

View Connector
Rocketlane logo
04 11 capabilities

Rocketlane

Deliver customer onboarding projects on time with collaborative workspaces, task tracking, and time-to-value analytics.

View Connector
Better Proposals logo
05 10 capabilities

Better Proposals

Create and manage professional proposals via Better Proposals. list proposals, contacts, and templates directly from any AI agent.

View Connector
Clientjoy logo
06 7 capabilities

Clientjoy

Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streamlined platform.

View Connector

Bring your own AI

Change the model, client or framework. Keep Dubsado connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • VS Code
  • Windsurf
  • ZCode
  • Cline
  • Zed
  • Continue
  • Kiro
  • Roo Code
  • Zencoder
  • Goose
  • Void
  • Augment Code
  • Amp
  • Qodo
  • Tabnine
  • Pieces
  • Sourcegraph Cody
  • JetBrains
  • Warp
  • Amazon Q
  • Antigravity
  • BoltAI
  • Raycast
  • Jan
  • LM Studio
  • AnythingLLM
  • Open WebUI
  • Msty
  • Cherry Studio
  • LibreChat
  • TypingMind
  • Chorus
  • 5ire
  • n8n
  • LangChain
  • LlamaIndex
  • CrewAI
  • Vercel AI SDK

Before you connect

Questions about Dubsado.

The practical details behind the request, access and result.

Can I use the Dubsado MCP to see my client list?

Yes, you can ask your agent to list all your contacts anytime. It'll pull your full directory of leads and clients so you don't have to dig through your CRM.

How do I create an invoice using the Dubsado MCP?

Just tell your agent how much to charge and what it's for. It'll use the capability to generate the invoice in Dubsado for you automatically.

Can the Dubsado MCP help with my client onboarding?

Definitely. You can have your agent apply specific workflow templates to new projects, which kicks off your automated onboarding sequences instantly.

Will this help me track if clients have signed my contracts?

Yes, your agent can check the status of any project agreement. It'll tell you if it's been viewed, signed, or if it's still pending.

Does the Dubsado MCP work with my existing workflows?

It does. You can list your available workflow templates and have your agent apply the right one to a project whenever a new deal starts.

Can I update my project statuses with this?

Yes, you can tell your agent to update a project's status or tags. It'll handle the change in Dubsado so your project board stays current.

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.

One connection away

Give your agent a direct line to Dubsado.

Connect Dubsado once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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