# Dotloop MCP for AI Agents AI Agent Connect > Dotloop helps you manage real estate transactions through your AI agent. It lets you list loops, manage participants, oversee documents, and track tasks across your entire property pipeline. ## Overview - **Category:** real-estate - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_TAYz4beYjjd8FGGAzdHBn4Teb32C1tzF2U3rH8B6/ai-agent-connect - **Tags:** real-estate-tech, transaction-management, brokerage, proptech, electronic-signature ## Description Connecting your AI agent to Dotloop changes how you handle property deals. Instead of jumping between tabs to find a signed disclosure or checking who still needs to sign a contract, you just ask your agent. It handles the heavy lifting of digging through transaction folders and pulling out the specific details you need. You'll find it's a lot easier to keep track of multiple active deals when you can just query the status of every loop at once. This Connector is part of the Vinkius catalog, which makes it simple to plug into your existing workflow without extra hurdles. You can see who's involved in a deal, check off tasks on a checklist, or look back at the history of a transaction to see exactly what happened and when. ## Tools ### list_profiles See all the different brokerage or personal profiles you own. This helps you switch between different contexts. ### list_profile_contacts See every contact in your specific profile directory. This helps you find people quickly without searching. ### list_folder_documents See every file inside a specific loop folder. Use this to check what documents are already uploaded. ### add_loop_participant Put a new person into a transaction loop. Use this to keep your loop members up to date. ### get_loop_details Get all the specific data points for a single transaction. This provides a deep dive into one deal. ### get_loop_activity See the full history of actions taken on a loop. This is great for auditing what happened in the past. ### list_loop_folders See all the different folders inside a transaction. This helps you navigate the structure of a deal. ### list_loops See all your active real estate transactions for a profile. This gives you a high level view of your work. ### list_loop_participants See every buyer, seller, and agent tied to a specific loop. This keeps everyone's roles clear. ### list_loop_tasks See every task and checklist item for a specific deal. This keeps your to-do list organized. ## Prompt Examples **Prompt:** ``` Who is currently involved in the 123 Main St loop? ``` **Response:** ``` I've pulled the participants for **123 Main St**: | Role | Name | Status | | :--- | :--- | :--- | | Buyer | Jane Doe | Signed | | Buyer | John Doe | Pending | | Listing Agent | Sarah Smith | Active | Would you like me to add anyone else to this loop? ``` **Prompt:** ``` What tasks are left for the Oak Avenue deal? ``` **Response:** ``` Here are the pending items for **Oak Avenue**: - [ ] Review Appraisal - [ ] Final Walkthrough - [ ] Sign Disclosure 3 items are completed, and these 3 are still outstanding. ``` **Prompt:** ``` Show me the activity log for the last transaction. ``` **Response:** ``` I've retrieved the activity log for your most recent loop. Here are the latest actions: - **10:15 AM**: Jane Doe signed the Disclosure. - **09:30 AM**: Folder 'Closing Docs' was updated. - **Yesterday**: Sarah Smith added 2 new participants. ``` ## Capabilities ### Add new participants Put new buyers, sellers, or agents into a specific transaction loop. ### Check task status See every checklist item and pending task for a specific deal. ### Pull loop details Get the full data set for a specific transaction in one go. ### Browse folder contents Look through all the documents inside a specific transaction folder. ### View activity history See the full log of actions taken on a specific loop. ## Use Cases ### Checking missing documents A coordinator asks the agent to see what's in a folder. The agent uses list_folder_documents to identify which contracts are missing. ### Adding a new buyer An agent tells the agent to put a new buyer on a deal. The agent uses add_loop_participant to update the loop immediately. ### Auditing a closed deal A manager needs to know what happened last week. The agent uses get_loop_activity to pull the full history of the transaction. ### Quick status check An agent wants to know the status of all deals. The agent uses list_loops to give a summary of every active property. ## Benefits - Stop hunting for files by using list_folder_documents to see every document in a transaction folder instantly. - Keep your team updated by using add_loop_participant to put new people into a deal without manual entry. - Track your progress with list_loop_tasks to see exactly what's done and what's still pending on a deal. - Get a bird's eye view of your business by using list_loops to see every active transaction in your profile. - Audit every action taken on a deal by using get_loop_activity to see the full history of a transaction. - Manage multiple identities easily with list_profiles to switch between personal and brokerage contexts. ## How It Works The bottom line is you get a natural language interface for your entire Dotloop transaction pipeline. 1. Subscribe to this Connector on Vinkius 2. Enter your Dotloop Access Token from the Developer Center 3. Ask your agent to check loop statuses or manage participants ## Frequently Asked Questions **Can Dotloop help my AI agent manage my real estate deals?** Yes, it lets your agent see your loops, tasks, and participants. You can ask about deal status or document progress directly in your chat. **Will the Dotloop MCP show me who signed the contracts?** It can list all participants in a loop so you can see who is involved and what their current status is in the transaction. **How do I use Dotloop to track my transaction tasks?** Your agent can list all tasks and checklists for any specific deal. This helps you keep track of what needs to be done next without checking the dashboard. **Can I add people to a deal using the Dotloop MCP?** Yes, you can tell your agent to add a new participant to a loop. It will update the transaction details for you automatically. **Can I see the history of a deal with Dotloop?** You can pull the full activity log for any loop. This is useful for seeing a timeline of actions taken on a specific property deal. **Is Dotloop MCP good for brokerage admins?** Yes, it's great for auditing activity logs and managing contacts within your brokerage profile through natural conversation. **How do I get an API Access Token for Dotloop?** You must register as a developer at the [**Dotloop Developer Center**](https://info.dotloop.com/developers). Once your application is approved, you can utilize OAuth 2.0 to generate an access token for your account. **Does this tool support document signing?** This Connector is optimized for data retrieval, oversight, and management of participants/tasks. For the actual signing process, you should continue to use the Dotloop web or mobile application.