# Dubsado MCP for AI Agents MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** dubsado, crm-automation, project-lifecycle, invoicing-api, workflow-orchestration, client-management, contracts-tracking, creative-ops, mcp ## Description 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. ## Tools ### 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 and applicable taxes. ### 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 isn't. ### 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. ## Prompt Examples **Prompt:** ``` What are all my active client projects right now? ``` **Response:** ``` **Active Projects Overview** * **Project Alpha:** Status: In Progress. Last Updated: 2 days ago. Tags: Design, Paid. * **Winter Wedding:** Status: On Hold (Awaiting Deposit). Last Updated: Yesterday. Contract Signed: Yes. * **Web Redesign Beta:** Status: Needs Review. Due Date: Oct 15th. Notes: Waiting on client assets. ``` **Prompt:** ``` Can you create the invoice for the Web Redesign project? ``` **Response:** ``` Invoice successfully generated! * **Client:** Acme Corp * **Project ID:** proj_123 * **Line Items:** Design Services ($5,000.00), Management Fee ($500.00) * **Total Due:** $5,500.00 * **Invoice ID:** inv_456. I've queued this up to send when you give the go-ahead. ``` **Prompt:** ``` Check on the contract for Project Alpha. ``` **Response:** ``` Checking contract status for 'Project Alpha'... The client viewed the contract yesterday, but it is still marked as **'Pending Signature.'** Would you like me to send a follow-up reminder email now? ``` ## Capabilities ### 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. ## Use Cases ### I need to onboard a new client and bill them. A consultant needs to get started with a big pitch. They ask their agent to create the initial project record using `create_project`, then request that the system generates a contract link via `list_contracts`. Once signed, they immediately prompt for an invoice draft using `create_invoice`. ### I need to know where all my money stands. An agency owner needs quick financial health checks. They ask the agent to list all invoices (`list_invoices`) and then check the details of a specific pending invoice using `get_invoice` to verify amounts. ### A client project stalled after contract signing. An operations lead notices a project is stuck. They prompt the agent to list all projects (`list_projects`) and then use the `update_project` tool to change its status tag, notifying the internal team immediately. ### I need to pull data for a new proposal. A designer needs context on an old client. They ask their agent to list contacts (`list_contacts`) and then retrieve all communication history for that individual, ensuring the next proposal is highly personalized. ## Benefits - Stop manual tracking. Instead of checking project statuses across multiple dashboards, you can ask your agent to list all projects or get details on a specific one using the `get_project` tool. - Keep finances clean. You don't need to manually build invoices anymore. The `create_invoice` tool generates detailed invoices with line items and taxes instantly when prompted. - Never miss a contract deadline. Use `list_contracts` and `get_contract` to check the real-time signing progress of client agreements without logging into Dubsado. - Client data is centralized. The agent pulls from your entire directory via `list_contacts`, giving you instant access to contact details and history for any client. - Automate tedious follow-ups. Instead of remembering which next steps are due, the `apply_workflow` tool kicks off pre-set sequences right when a project hits a certain milestone. ## How It Works The bottom line is you get an instant operations layer over your existing business software without changing a thing about how you work now. 1. Subscribe to this MCP on Vinkius. 2. Grab your API key from your Dubsado dashboard (Settings > Marcus / API). 3. Use your AI client to talk to the connection. You can then manage everything—projects, billing, contracts—through natural conversation. ## Frequently Asked Questions **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.