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# How to connect Dubsado to ChatGPT, Claude and any AI agent

> Dubsado's own MCP server is in its terms but not open yet. How studio owners connect ChatGPT or Claude to Dubsado projects, forms and invoices today.

Source: https://cotlet.dev/blog/how-to-connect-dubsado-to-chatgpt-claude

Dubsado's own MCP server is in its terms but not open yet. How studio owners connect ChatGPT or Claude to Dubsado projects, forms and invoices today.

Cotlet team · Nov 9, 2026 · 11 min read

On this page

1. [01 What ChatGPT and Claude can do in Dubsado once connected](#what-chatgpt-and-claude-can-do-in-dubsado-once-connected)
2. [02 Does Dubsado have AI, an API or an official ChatGPT app?](#does-dubsado-have-ai-an-api-or-an-official-chatgpt-app)
3. [03 Before you start](#before-you-start)
4. [04 Step 1: sign in to Dubsado in your Cloud Browser](#step-1-sign-in-to-dubsado-in-your-cloud-browser)
5. [05 Step 2: connect Dubsado to ChatGPT, Claude or another AI agent](#step-2-connect-dubsado-to-chatgpt-claude-or-another-ai-agent)
6. [06 Three Dubsado jobs to try first](#three-dubsado-jobs-to-try-first)  
  1. [Turn a DM inquiry into a lead with a proposal](#turn-a-dm-inquiry-into-a-lead-with-a-proposal)
  2. [Chase contracts that are still unsigned](#chase-contracts-that-are-still-unsigned)
  3. [Log the checks and transfers that came in](#log-the-checks-and-transfers-that-came-in)
7. [07 What Cotlet costs](#what-cotlet-costs)
8. [08 FAQ](#faq)  
  1. [Does Dubsado have an MCP server?](#does-dubsado-have-an-mcp-server)
  2. [Does Dubsado have an official ChatGPT or Claude integration?](#does-dubsado-have-an-official-chatgpt-or-claude-integration)
  3. [Does Dubsado have a public API?](#does-dubsado-have-a-public-api)
  4. [Can Zapier create a project and send a form in Dubsado?](#can-zapier-create-a-project-and-send-a-form-in-dubsado)
  5. [Is this an official Dubsado integration?](#is-this-an-official-dubsado-integration)
9. [09 Hand your Dubsado admin to your AI](#hand-your-dubsado-admin-to-your-ai)

Dubsado has no public API you can use and no ChatGPT or Claude connector you can turn on, as of 9 November 2026, even though its terms of service, updated 14 October 2026, already describe connecting “AI assistants” through an MCP server. Until that opens, Cotlet is the way to connect Dubsado to ChatGPT, Claude or any other AI agent: log in to Dubsado one time in a cloud browser Cotlet keeps for you, and your AI can open projects, add forms, check contracts and log invoice payments in your account. Expect ten minutes of setup and zero code.

Cotlet is built for the person running the studio: the photographer, designer or planner who lives in Dubsado and wants an AI to take over the admin around each client. Your clients still fill in your forms and sign your contracts in Dubsado as they do now. The work this guide covers sits on your side: turning a weekend of inquiries into projects, chasing unsigned contracts, logging the checks that came in.

## What ChatGPT and Claude can do in Dubsado once connected

Your AI uses the Dubsado web app in your signed-in browser, screen by screen, like you would:

| Dubsado area | What you can ask your AI to do |
| ------------------ | ------------------------------------------------------------------------------------------ |
| Projects | List leads and jobs by status, open a project, see where each contract stands |
| Address Book | Find a client, add a new contact, read past projects |
| Forms | Add a proposal, contract or questionnaire to a project, fill the send message, countersign |
| Invoices | Read open invoices, log a check or bank transfer as a payment |
| Messages and notes | Draft a reply in your template’s tone, add a project note |
| Reports | Pull bookings and income for a period |

Anything a client receives waits for your OK: a proposal, a contract, a reminder or an invoice. Reading projects, forms and reports happens without asking.

Cotlet’s [Dubsado integration page](https://cotlet.dev/integrations/dubsado-api-mcp-server.md) explains the connection in more detail.

## Does Dubsado have AI, an API or an official ChatGPT app?

Dubsado is building toward AI connections, but nothing you can plug ChatGPT or Claude into is public yet.

- **An MCP server in the terms, not in the product.** Dubsado’s [terms and conditions](https://www.dubsado.com/legal/terms-conditions), updated 14 October 2026, say Dubsado “lets you connect third-party applications, including AI assistants, to your account through our API and Model Context Protocol (MCP) server”. The help center has no setup guide and no server address, as of 9 November 2026\. When Dubsado opens it, try it.
- **No Claude connector.** A request on Anthropic’s tracker said “Currently there is no way to connect Dubsado to Claude”, and it was [closed as not planned](https://github.com/anthropics/claude-ai-mcp/issues/192).
- **Zapier, on Premier.** Dubsado’s Zapier app starts Zaps on events like a signed contract or a new payment and has one regular action, Create Project, per the [Zapier Dubsado page](https://zapier.com/apps/dubsado/integrations). It needs Dubsado’s Premier plan.
- **AI inside Dubsado.** Dubsado summarizes email threads with AI and bought the AI startup Astral in April 2026, per its [announcement](https://www.dubsado.com/blog/dubsado-welcomes-astral-helping-creative-entrepreneurs-thrive-with-ai). These features help you write. They do not let your own AI act in the account.

## Before you start

- Your Dubsado login, as the account owner or a user who can see projects, forms and invoices.
- Note that public proposals and Zapier are Premier features in Dubsado, so on Starter your AI sends proposals from inside a project.
- An AI to talk to: ChatGPT at chatgpt.com, or Claude on the web or desktop, where the free plan holds one custom connector.
- A Cotlet account, with [7 free days and 2,000 credits](https://cotlet.dev/pricing.md) and no card.

## Step 1: sign in to Dubsado in your Cloud Browser

Open your Web browser in the Cotlet console, go to app.dubsado.com and sign in with your Dubsado email and password. That browser sits on Cotlet’s side and remembers the session, so your AI can open Dubsado on Sunday night when you are not at your desk.

Dubsado’s own page is the only place your password is typed. Cotlet never sees it and never stores it, it keeps the encrypted session only. Should Dubsado sign you out, the AI waits and hands you a link to sign in again yourself. Read more on the [security page](https://cotlet.dev/security.md).

## Step 2: connect Dubsado to ChatGPT, Claude or another AI agent

Pick the AI you work with. Each one, from ChatGPT and Claude to Cursor, Grok, Hermes Agent and n8n, reaches Dubsado through your Cloud Browser.

**ChatGPT**chatgpt.com and its apps **Claude**claude.ai and desktop app **Claude Code**one terminal command **Codex**one entry in config.toml **Cursor**one entry in mcp.json **Grok**grok.com connectors **Hermes Agent**one block in config.yaml **n8n**MCP Client node **Any MCP client**OpenClaw and others

Pick your AI above to see its steps.

### How to connect Dubsado to ChatGPT

Do this on chatgpt.com in your browser. Cotlet then works in the ChatGPT desktop and phone apps too.

1. Open [Plugins in ChatGPT](https://chatgpt.com/plugins) and click Add.
2. Click Add custom MCP server. Not in the menu? Turn on Developer mode in Settings, Security and login, then come back.
3. Paste the name `Cotlet` and the server URL `https://cotlet.dev/mcp/v1/connect`. Keep Authentication on OAuth.
4. Tick “I understand and want to continue” and click Create as a plugin.
5. Click Connect Cotlet. A Cotlet page opens, click Allow access.
6. In a new chat, type `@Cotlet` and pick it from the list.
7. Ask ChatGPT: “Are you signed in to Cotlet through MCP?” Then try a first Dubsado task: “List my Dubsado leads from the last 14 days with their project status.”

_ChatGPT, Add custom MCP server form, November 2026._

_ChatGPT, picking Cotlet in a new chat with @, November 2026._

ChatGPT asks “Allow ChatGPT to use Cotlet?” before some steps. Pick Always allow, or the chat waits for your click. On a Business, Enterprise or Edu workspace, an admin has to allow custom MCP servers first.

### How to connect Dubsado to Claude

1. Open [Connectors in Claude](https://claude.ai/customize/connectors) and click Add. In the desktop app it is under Customize, Connectors.
2. Click Add custom connector.
3. Paste the name `Cotlet` and the URL `https://cotlet.dev/mcp/v1/connect`, then click Continue.
4. Keep the settings and click Add.
5. A Cotlet page opens. Click Allow access.
6. In a chat, click the plus button, then Connectors, and turn Cotlet on.
7. Ask Claude: “Are you signed in to Cotlet through MCP?”, then “Which Dubsado invoices are past due, and by how much?”. Claude asks before it uses a Cotlet tool the first time. Click Allow.

_Claude, Customize, Connectors, Add menu, November 2026._

_Cotlet consent page after you add the connector in Claude, November 2026._

Claude’s free plan allows one custom connector. On a Team or Enterprise plan, an owner adds Cotlet in Organization settings, Connectors, and you click Connect next to it.

### How to connect Dubsado to Claude Code

Add Cotlet without a key, then sign in once in the browser:

```
claude mcp add --transport http cotlet https://cotlet.dev/mcp/v1/connect
```

Run `/mcp` in Claude Code, pick cotlet and sign in to Cotlet. Prefer an API key, for example on a server? Create one in the Cotlet console and use:

```
claude mcp add --transport http cotlet https://cotlet.dev/mcp/v1 \
  --header "Authorization: Bearer $COTLET_API_KEY"
```

### How to connect Dubsado to Codex

Create an API key in the Cotlet console, put it in the `COTLET_API_KEY` environment variable and add this to `~/.codex/config.toml`:

```
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"
```

### How to connect Dubsado to Cursor

Create an API key in the Cotlet console, put it in the `COTLET_API_KEY` environment variable and add this to `~/.cursor/mcp.json`:

```
{
"mcpServers": {
"cotlet": {
"url": "https://cotlet.dev/mcp/v1",
"headers": { "Authorization": "Bearer ${env:COTLET_API_KEY}" }
}
}
}
```

### How to connect Dubsado to Grok

Grok takes custom MCP servers on grok.com, per xAI’s [connectors documentation](https://docs.x.ai/grok/connectors) (checked 8 November 2026).

1. Open [grok.com/connectors](https://grok.com/connectors) and click New Connector.
2. Pick Custom and paste the server URL `https://cotlet.dev/mcp/v1/connect`.
3. Sign in to Cotlet when Grok asks, then click Allow access.
4. Ask Grok: “Are you signed in to Cotlet through MCP?”

On Grok Business, an admin adds the connector first in the xAI console, under Grok Business, Connectors. The Grok chat inside X has no custom connector menu.

### How to connect Dubsado to Hermes Agent

Add Cotlet to `~/.hermes/config.yaml` in the format of the [Hermes MCP config reference](https://hermes-agent.nousresearch.com/docs/reference/mcp-config-reference):

```
mcp_servers:
cotlet:
url: "https://cotlet.dev/mcp/v1"
headers:
Authorization: "Bearer ${COTLET_API_KEY}"
trust: untrusted
```

Put `COTLET_API_KEY` in `~/.hermes/.env` and check it with `hermes mcp test cotlet`. With `trust: untrusted`, Hermes runs reads at once and asks before every write. More on Hermes in our post on the [Hermes Agent browser](https://cotlet.dev/blog/hermes-agent-browser.md).

### How to connect Dubsado to n8n

Use the MCP Client node, or the MCP Client Tool inside an AI Agent node:

- Server Transport: HTTP Streamable
- MCP Endpoint URL: `https://cotlet.dev/mcp/v1`
- Authentication: Bearer Auth, with your Cotlet API key as the token
- Tools: let the AI Agent node use Cotlet’s browser tools; it reads Cotlet’s Dubsado guide first and works in your signed-in Dubsado

Use it for work that should run on its own, such as a Monday list of contracts sent more than five days ago and still unsigned.

### Any other MCP client

Point the client at `https://cotlet.dev/mcp/v1` over Streamable HTTP, with the header `Authorization: Bearer <your Cotlet API key>`. A client that supports OAuth sign-in can use `https://cotlet.dev/mcp/v1/connect` instead and needs no key. The full reference is in the [MCP docs](https://cotlet.dev/docs/mcp.md).

## Three Dubsado jobs to try first

Start with something that piled up this week and check the project in Dubsado afterwards.

### Turn a DM inquiry into a lead with a proposal

> Maya Chen asked about a spring brand shoot in my Instagram DMs. Create a lead project “Spring brand shoot”, add my Brand Photography proposal and show it to me before you send anything.

The AI checks the Address Book first, so Maya does not end up there twice, then creates the lead project and adds your proposal as a draft. You read it, change a line if you want, and only then does it send. On Starter it sends the proposal from inside the project, because “Public proposals require a Premier plan”, per Dubsado’s [public proposal guide](https://help.dubsado.com/en/articles/14363226-how-to-set-up-a-public-proposal).

### Chase contracts that are still unsigned

> Which contracts did I send that the client has not signed yet? Draft a short nudge for each, and list the ones waiting on my countersignature.

The AI reads the contract status of every open project and drafts one reminder per client for you to approve. It also lists the contracts the client already signed and you have not, which is easy to miss: when you countersign, “Your client does not receive a notification”, per Dubsado’s [countersign article](https://help.dubsado.com/en/articles/14363219-countersign-a-contract-or-sub-agreement). The AI drafts a quick “all signed” note for those clients too.

### Log the checks and transfers that came in

> Here are this week’s checks and e-transfers. Match each to the open Dubsado invoice it pays, log it as a payment, and tell me who still owes me.

The AI opens each matching invoice, uses Log payment with the date, method, amount and check number, and gives you the list of balances still open. If you rely on Zapier to note new payments in a spreadsheet, these will not show up there: Dubsado says manually logged payments “don’t fire this trigger”, per its [Zapier triggers article](https://help.dubsado.com/en/articles/15920601-dubsado-triggers-and-actions-in-zapier). The AI can add them to the sheet as well.

## What Cotlet costs

Cotlet sells credit packs instead of a subscription, from $29, usable for 12 months. You start with 7 free days and 2,000 credits, with no card asked. A call that fails costs nothing. Packs are on the [pricing page](https://cotlet.dev/pricing.md).

Dubsado stays on whatever plan you have, Starter or Premier. Cotlet adds no fee to your Dubsado bill.

## FAQ

### Does Dubsado have an MCP server?

Dubsado’s terms, updated 14 October 2026, describe one for connected AI assistants, but there is no public setup guide or server address, as of 9 November 2026\. Cotlet’s hosted MCP server works with your Dubsado account today.

### Does Dubsado have an official ChatGPT or Claude integration?

Not yet. Neither ChatGPT nor Claude lists a Dubsado app, and a connector request on Anthropic’s tracker was closed as not planned. Zapier links Dubsado to ChatGPT for single steps, and Cotlet lets ChatGPT or Claude work in the account itself.

### Does Dubsado have a public API?

No public, documented API for owners, as of November 2026\. Dubsado’s Zapier app has an API Request step in beta, on the Premier plan, but there are no developer docs to build your own integration.

### Can Zapier create a project and send a form in Dubsado?

Zapier can create a project. Sending a form, adding a proposal or logging a payment has no Zapier action, so those stay manual or go through an AI working in the Dubsado app.

### Is this an official Dubsado integration?

No. Cotlet is independent and not affiliated with Dubsado. It works through your own signed-in Dubsado account, the way you would by hand.

## Hand your Dubsado admin to your AI

Your inquiries do not wait for Dubsado’s MCP to open. [Get a Cotlet account](https://cotlet.dev/signup?app=dubsado), sign in to Dubsado once in the Cloud Browser, and ask Claude or ChatGPT which contracts are still unsigned. Using other tools with no API? Check the [integrations catalog](https://cotlet.dev/integrations.md).

## Keep reading

[All posts](https://cotlet.dev/blog.md)

- [Agents Nov 12, 2026 How to connect Breezeway to ChatGPT, Claude and AI agents No official Breezeway MCP or ChatGPT/Claude connector (checked 12 Nov 2026); its REST API needs requested credentials. Use Cotlet for turnover tasks. Cotlet team · 11 min read](https://cotlet.dev/blog/how-to-connect-breezeway-to-chatgpt-claude.md)
- [Agents Nov 12, 2026 How to connect Invoice Simple to ChatGPT, Claude and AI agents No official Invoice Simple MCP or ChatGPT/Claude connector (checked 12 Nov 2026) and no public API found. Use Cotlet to draft invoices and chase payments. Cotlet team · 11 min read](https://cotlet.dev/blog/how-to-connect-invoice-simple-to-chatgpt-claude.md)
- [Agents Nov 12, 2026 How to connect Milanote to ChatGPT, Claude and any AI agent No official Milanote MCP or ChatGPT/Claude connector (checked 12 Nov 2026) and no public API yet. Use Cotlet to collect references and organize cards. Cotlet team · 11 min read](https://cotlet.dev/blog/how-to-connect-milanote-to-chatgpt-claude.md)

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