Connect Dubsado to your AI assistant
Ask your AI assistant about your Dubsado account: projects, clients, invoices, emails, forms, appointments, transactions, tasks and templates. It answers from your live data.
Dubsado runs a remote Model Context Protocol server. You add one URL to your AI app and sign in with your regular Dubsado login. Access is read-only: an assistant can look at your account, but it can never change, send, or delete anything.
Server URL
https://mcp.dubsado.dev/mcpWhichever app you use, the flow is the same: paste the server URL, a Dubsado window opens, sign in with your normal Dubsado login if you are not already signed in, review what is being shared, and approve. There are no API keys to create or copy.
Set-up guides
Using something else (Cursor, Zed, Windsurf, an MCP SDK of your own)? Add the URL above as a remote / streamable-HTTP MCP server. The connection uses standard OAuth 2.1 with PKCE and dynamic client registration, so any spec-compliant client can complete the sign-in on its own.
What your assistant can see
| Clients & projects | Contacts, leads and jobs, with their details and dates |
| Money | Invoices (including unpaid and overdue) and transactions: payments, expenses, refunds |
| Communication | Email history and email templates |
| Forms & scheduling | Forms, form templates, appointments |
| Work & automation | Tasks, workflow instances and templates, packages, payment-plan templates |
Results respect your Dubsado role. If you connect as a team member with limited access, the assistant sees exactly what you see in the dashboard, no more. On multi-brand accounts, the assistant asks Dubsado which brands exist and tells you which one it is looking at.
Things to try first
- "Which of my invoices are overdue?"
- "Who are my most recent clients?"
- "What appointments do I have this week?"
- "Summarize everything happening on the Smith wedding project."
- "How much did I collect last month compared to the month before?"
Privacy and control
- Read-only. Every tool is a search or a lookup. Nothing can create, edit, send or delete.
- No API keys. You sign in with your normal Dubsado login (password or Google), and you see a consent screen listing what is being shared before anything is connected.
- Revocable. Disconnect from your AI app's connector settings at any time; access stops within about a minute.
- Your data stays yours. This server stores nothing. It passes each request straight through to Dubsado using your own access token.
Manage your Dubsado account at https://pr-5666---phoenix-preview-7ili5v3qma-uc.a.run.app.