MCP For Claude Marketplace
Dubsado

Dubsado MCP Connector for Claude

A+

Run your creative business with proposal templates, contract signing, invoicing, and client scheduling in one seamless flow.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Dubsado account to any AI agent and take full control of your business operations and client lifecycle management through natural conversation.

What you can do

  • Project Orchestration — List and manage client projects programmatically, including updating statuses, tags, and retrieving detailed metadata
  • Billing & Invoicing — Monitor financial records across projects and programmatically create new invoices with detailed line items and taxes
  • Contract Intelligence — Access project agreements and e-signature documents to monitor signing progress and contract validity in real-time
  • Workflow Automation — Programmatically trigger automated sequence templates for specific projects to coordinate onboarding and client journeys
  • Relationship CRM — Access your complete directory of clients and leads to manage contact information and high-fidelity communication history

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from your Dubsado dashboard (Settings > Marcus / API)
  3. Start managing your service-based business from Claude, Cursor, or any MCP client

No more manual project tracking or digging through CRM menus. Your AI acts as your dedicated business operations and client journey coordinator.

Who is this for?

  • Creative Entrepreneurs — instantly retrieve project details and manage client onboarding using natural language commands
  • Service-Based Teams — monitor invoice statuses and trigger workflow sequences without leaving your workspace
  • Operations Leads — automate deal registration and manage client contracts through simple AI queries
dubsadocrm-automationproject-lifecycleinvoicing-apiworkflow-orchestrationclient-managementcontracts-trackingcreative-opsmcp

12 tools expose this connector's capabilities to your AI agent.

apply_workflow

Apply a workflow to a project

create_invoice

Create a new invoice

create_project

Create a new project

get_contract

Get contract status and details

get_invoice

Get details for a Dubsado invoice

get_project

Get details for a Dubsado project

list_contacts

List Dubsado contacts

list_contracts

List project contracts

list_invoices

List all invoices

list_projects

List all Dubsado projects

list_workflow_templates

List available workflow templates

update_project

Update an existing project

See how to talk to your AI agent using Dubsado.

List all my active projects in Dubsado.

I've retrieved your active projects. You currently have 4 deals in progress, including 'Winter Wedding' (ID: proj_1) and 'Brand Identity Refresh'. Which one would you like to update?

Create a $200 invoice for project 'proj_1' for 'Design Services'.

Invoice generated! I've created the $200.00 invoice for 'Design Services' associated with project proj_1. The ID is 'inv_123'. Shall I send it to the client for you?

Show me the status of the contract for 'Winter Wedding'.

Checking contract... For 'Winter Wedding' (ID: proj_1), the contract was viewed by the client yesterday but is still 'Pending Signature'. Would you like me to send a follow-up reminder?

Log in to your account, navigate to **Settings** > **Marcus (API)**, and generate your unique key for the integration.

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