Vinkius

Dubsado MCP for AI Agents. Automate Client Onboarding and Billing Workflows

Dubsado MCP connects your AI client to your entire creative business workflow, letting you manage projects, invoices, contracts, and client communication from a single conversation. You can initiate everything from creating new project records to generating detailed financial reports without leaving your chat window.

Dubsado MCP for AI Agents MCP is compatible with Claude Claude
Dubsado MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Dubsado MCP for AI Agents MCP is compatible with Cursor Cursor
Dubsado MCP for AI Agents MCP is compatible with Gemini Gemini
Dubsado MCP for AI Agents MCP is compatible with Windsurf Windsurf
Dubsado MCP for AI Agents MCP is compatible with VS Code VS Code
Dubsado MCP for AI Agents MCP is compatible with JetBrains JetBrains
Dubsado MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Create and update client projects

The agent can create new records, list all existing projects, or modify details like status tags and project metadata.

Generate and retrieve invoices

You can ask the agent to create a brand-new invoice or pull up comprehensive details for any past billing record.

Track contract status and agreements

The MCP allows you to check if a client viewed their agreement, retrieve its full details, or list multiple contracts in progress.

Manage contact information history

You can pull up your complete directory of contacts and view the high-fidelity communication history for any individual client.

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AI Agent
Dubsado MCP for AI Agents

What AI agents can do with Dubsado MCP: 12 Tools for Project Lifecycle Management

Use these specific tools to manage everything from creating new records and listing contacts to generating detailed invoices and applying complex workflows.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Dubsado MCP

Apply Workflow

Automatically runs an established onboarding or project sequence for a specific client project.

Create Invoice

Generates and records a new invoice, allowing you to specify the service description...

Create Project

Sets up a brand-new project record in your client directory.

Get Contract

Pulls the current status and full details of a specific client contract.

Get Invoice

Retrieves all financial details associated with an already created Dubsado invoice.

Get Project

Fetches the complete metadata and status for any single project ID you provide.

List Contacts

Lists all client contacts in your system, giving you a directory view of everyone you work with.

List Contracts

Shows an overview list of multiple project contracts and their current status.

List Invoices

Retrieves a list of all invoices, helping you keep track of what's paid and what...

List Projects

Lists every current project in your Dubsado account for a quick overview.

List Workflow Templates

Shows you all the available automated workflow templates you can apply to projects.

Update Project

Changes details on an existing project, such as updating its status or adding a new tag.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Dubsado MCP for AI Agents MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Dubsado MCP for AI Agents integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Dubsado, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Dubsado MCP for AI Agents MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dubsado. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Dubsado MCP for AI Agents: Automating Project Lifecycle Management

Right now, managing client relationships means juggling at least three separate views in Dubsado: one for the project status board, one for the contact directory, and a third for all financial records. You constantly switch between 'view projects,' check if it's tagged correctly, then pivot to the 'contracts' tab just to see who signed. It's slow, and you lose context.

With this MCP, your agent handles that internal switching for you. Instead of clicking through menus, you simply ask: 'What is the status of the 'Brand Identity Refresh' contract?' The answer pops up immediately in your chat. You get a single source of truth without leaving your workflow.

Dubsado MCP for AI Agents: Streamlining Client Billing and Invoicing

The biggest time sink is usually billing. You have to check if the project is complete, find all the services rendered, verify any taxes, then manually generate a draft invoice. This process requires deep knowledge of where every piece of data lives.

Now, you just tell your agent: 'Create an invoice for Project XYZ.' It pulls the necessary line items and tax rates automatically, generating the record instantly. The entire billing cycle shrinks from 15 minutes to one command.

What Dubsado MCP for AI Agents MCP does for your AI

Stop jumping between tabs in your CRM just to check on a deal or send an invoice. This MCP lets you run your entire creative business through natural language commands, managing the full client lifecycle with your AI agent.

Your AI acts as your dedicated operations coordinator. Need to know if a contract was viewed? Ask it. Ready to bill a client? Tell it to create the invoice. You can list all active projects and pull up detailed metadata on anything from project status to contact history.

This connection gives you full control over everything from initial project setup through final billing. Because this MCP is hosted by Vinkius, your AI client gets access to a massive catalog of integrations, keeping you in one place for all your business needs.

Built · Hosted · Managed by Vinkius Dubsado MCP for AI Agents — Automate Client Onboarding & Billing
Server ID 019dd0e6-8e8d-71ef-a5cb-7f90d62769df
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Dubsado MCP for AI Agents MCP

How can I use the Dubsado MCP for AI Agents to manage my client projects? +

You can control your entire project lifecycle by talking to your agent. You can list all active deals, check specific project details, and even trigger automated follow-up workflows instantly.

Does the Dubsado MCP help with billing or invoicing? +

Yes, it handles your finances. Your agent lets you generate new invoices, list all historical records, and check the full financial details of any project right from the chat interface.

Is this better than just logging into Dubsado manually? +

Absolutely. Instead of clicking through tabs to find data, your agent pulls that information for you directly in conversation. It cuts out all the manual navigation and context switching.

Can I check contract status using this MCP? +

Yes. You can ask your agent to get the current signing status of any client's agreement, telling you if it was viewed or if action is required.

What kind of roles use the Dubsado MCP for AI Agents? +

This tool is ideal for freelance designers and small agency operations leads. Anyone whose job requires managing multiple client milestones, billing cycles, and contracts benefits from this automation.