Connect Dubsado to Claude, ChatGPT, or another AI assistant so you can ask questions about your business and get answers from your Dubsado account.
Setup takes about a minute. You sign in with your Dubsado login and choose which workspaces the assistant can read. There's no API key to copy and nothing to configure.
The connection is read-only. Your assistant can look things up, but it can't change, delete, or send anything. No emails, no invoices, no edits.
Before you start
Make sure you have everything you need before you connect:
You need to be the owner or an admin of the workspace you want to connect. Basic and Accountant team members can't connect a workspace.
The workspace needs a Starter or Premier plan. Workspaces on a trial or a cancelled plan can't be connected.
You need an account with the AI assistant you're connecting, such as Claude or ChatGPT.
The Dubsado connector URL
You'll paste this URL into your AI assistant:
https://app.dubsado.com/api/mcp
Connect your AI assistant
The steps are a little different in each assistant. Follow the section for the one you use.
Connect in Claude
In Claude, open Customize ➔ Connectors.
Select Add custom connector.
Name it Dubsado and paste the connector URL.
Select Connect. A Dubsado sign-in page opens.
Sign in to Dubsado, choose the workspaces Claude can read, and select Approve.
To check that it's working, ask Claude: "What Dubsado workspace am I connected to?"
Using Claude Code? Run claude mcp add --transport http dubsado https://app.dubsado.com/api/mcp, then type /mcp in a Claude Code session to sign in.
Connect in ChatGPT
In ChatGPT, open Settings and go to the apps and connectors section.
Choose to add a custom connector (MCP server).
Name it Dubsado and paste the connector URL.
Sign in to Dubsado, choose the workspaces ChatGPT can read, and select Approve.
Start a new chat and turn on Dubsado for that chat.
To check that it's working, ask: "Which of my Dubsado invoices are overdue?"
Custom connectors aren't available on every ChatGPT plan. If you don't see the option, check OpenAI's help center for which plans support it.
Connect another AI assistant
Dubsado uses MCP (Model Context Protocol), an open standard, so any assistant that supports remote MCP servers with sign-in can connect. That includes Cursor, VS Code, and Gemini CLI. Look for an option to add a connector, integration, or MCP server, paste the connector URL, and sign in with Dubsado when asked.
If an app asks you for a Dubsado API key or token, you're in the wrong place. Dubsado only connects through the sign-in page.
Choosing workspaces
If you own or administer more than one workspace, the sign-in page lists every one you can connect. Check the ones the assistant may read. It can't see workspaces you leave unchecked.
To change your choice later, disconnect the assistant and connect it again.
Disconnecting an AI assistant
You can disconnect an assistant at any time.
Navigate to Settings ➔ Connections and open the MCP tab.
Under Connected apps, find the assistant and select Disconnect.
Access ends right away. Your Dubsado account and data don't change. You can also remove Dubsado from your assistant's own connector settings.
A connection also stops working if you lose owner or admin access to a workspace, or if the workspace's plan is cancelled.