# Loopio MCP for AI Agents AI Agent Connect > Loopio connects your RFP platform to your AI agent. You can search approved answers, manage active projects, and handle security questionnaires through a simple chat interface. It turns manual proposal drafting into a conversational process where your agent handles the heavy lifting of finding the right data. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_G403dFN5brTdpLLBNG9R5mzrvmzy4syEf06WJnud/ai-agent-connect - **Tags:** rfp-management, proposal-automation, knowledge-base, questionnaire-automation, sales-enablement, content-library ## Description This Connector lets you bring your Loopio knowledge base directly into your chat. If you're tired of jumping between tabs to find the right wording for a security questionnaire, this is the fix. You can ask your agent to pull the exact language for a SOC 2 audit or find the latest privacy policy from your library without ever leaving your workspace. It handles the heavy lifting of searching through your approved Q&A entries so you can focus on the actual writing. You can also use it to keep a pulse on your whole pipeline. Instead of manually checking every project, you can have your agent list all active RFPs, tell you which ones are lagging, and even identify which team members are free to jump in. It turns your static knowledge base into a conversational tool. When you connect this through Vinkius, your AI agent becomes a teammate that knows your company's history and approved content by heart. It's about moving from 'where is that file?' to 'what's the answer for this?' and getting your proposals out the door faster. This is a game changer for teams that handle high-volume RFIs where consistency is everything. You can stop worrying about whether you're using the most recent approved answer because your agent will always pull from your master library. It takes the friction out of the proposal lifecycle, making it feel like you have a dedicated research assistant who has memorized every single one of your company's previous responses. ## Tools ### list_questionnaires Use this to understand the scope of a project. It lists all questionnaire entries for a specific Loopio project. ### list_team_members Use this to identify who is assigned to projects. It lists all team members in your Loopio workspace. ### create_submission Use this to spin up new RFP projects instantly. It creates a new submission with a name, deadline, and owner assignment. ### get_project Use this to check the state of a specific RFP response. It pulls the details of a project by its ID. ### get_questionnaire_responses Use this to review what answers have been drafted or finalized. It fetches responses for a specific questionnaire or all entries in a project. ### list_libraries Use this to discover which knowledge bases are available. It lists all library stacks in your Loopio workspace. ### list_projects Use this to discover all ongoing and recent response initiatives. It lists all RFPs and questionnaires in your workspace. ### search_library Use this to find existing approved responses before drafting new ones. It searches the library for approved Q&A entries using filters like tags and categories. ## Prompt Examples **Prompt:** ``` Find the approved response for our data encryption policy in Loopio. ``` **Response:** ``` I've searched your Loopio library and found the following approved entry: **Data Encryption Policy** * **Status**: Approved * **Last Updated**: Oct 2024 * **Content**: "All data at rest is encrypted using AES-256, and data in transit is protected via TLS 1.2 or higher..." ``` **Prompt:** ``` Create a new project for the 'Global Tech RFI' due on June 1st. ``` **Response:** ``` Successfully created new Loopio project: - **Name**: Global Tech RFI - **Status**: Not Started - **Due Date**: 2025-06-01 - **Project ID**: 98765 The project is ready for team assignment and questionnaire responses. ``` **Prompt:** ``` Which RFPs are currently under 50% complete? ``` **Response:** ``` | Project Name | Completion % | Due Date | | :--- | :--- | :--- | | **Pied Piper RFI** | 15% | Apr 01 | | **Globex Security Questionnaire** | 45% | Mar 10 | The Pied Piper RFI is currently the furthest behind. ``` ## Capabilities ### Search approved answers Find specific language from your knowledge library using tags or categories. ### Track project progress See the status and completion percentage of all active RFPs and questionnaires. ### Create new RFPs Spin up new projects with names, deadlines, and owners instantly. ### Review drafted responses Fetch all current answers for a project to see what's finished or missing. ### Identify team availability List all members to see who is available for new assignments. ## Use Cases ### SOC 2 Compliance A security officer asks the agent to find the SOC 2 answer in the library to paste into a new questionnaire. ### Overdue RFP Check A sales lead asks the agent to list all RFPs over 50% complete that are due this week. ### Rapid Project Setup A manager asks the agent to create a new 'Acme Corp' project with a March 15th deadline. ### Gap Analysis A writer asks the agent to list all questionnaire entries to see which questions still need answers. ## Benefits - Stop manual searching. Use search_library to pull approved content in seconds instead of clicking through folders. - Track project status. Use list_projects to see exactly what's done and what's left across your entire portfolio. - Standardize responses. Use get_questionnaire_responses to keep your security answers consistent across every vendor. - Faster project kickoff. Use create_submission to set up new work with a name and deadline in one go. - Better team coordination. Use list_team_members to see who's available for a new project without checking calendars. ## How It Works The bottom line is you get an AI agent that can read and write your Loopio data as fast as you can type. 1. Add the Loopio MCP to your Vinkius workspace. 2. Enter your Loopio Access Token from your API settings. 3. Ask your agent to find library answers or manage your project list. ## Frequently Asked Questions **Can Loopio MCP help me answer security questionnaires faster?** Yes, it lets your agent search your approved library for specific answers instantly. This means you can pull the correct wording for SOC 2 or privacy questions without manual searching. **How does Loopio MCP manage my RFP projects?** It allows your agent to list all active RFPs, check their completion status, and view due dates. You can get a full status report just by asking your agent. **Can I use Loopio MCP to see who is on my team?** Yes, the Connector can list all team members in your Loopio workspace. This helps you identify who is available to be assigned to new project tasks. **Does Loopio MCP help with SOC 2 compliance?** It does by finding your pre-approved SOC 2 answers in your library. This ensures your team stays consistent and doesn't have to reinvent the wheel for every audit. **Can I create new projects using Loopio MCP?** Yes, you can ask your agent to create a new project submission. It will set the name, deadline, and owner for you automatically. **Is Loopio MCP good for sales teams?** It's excellent for sales teams who need to track multiple RFIs at once. It provides a clear view of what's pending and what's finished across your whole pipeline. **What authentication does Loopio require and where do I get my token?** Loopio uses OAuth2 with Bearer token authentication. You need to generate an access token from your Loopio account under Settings -> API. The token provides secure, scoped access to your projects, libraries, and team data. **Can the AI agent search and retrieve approved answers from my Loopio library?** Yes. The search_library tool lets the agent query your master knowledge base using natural language. It searches across question text, answer text, and tags, returning the most relevant approved entries with their full content. This ensures your AI responses are always based on pre-approved, accurate information. **Can I create new RFP projects programmatically through the AI agent?** Absolutely. The create_submission tool allows the agent to spin up new Loopio projects with a name, description, company context, due date, and assigned owner. The project is created in 'Not Started' status and ready for immediate team collaboration and answer drafting. **How do I track the progress of active RFPs across my workspace?** Use list_projects to see all active initiatives with their current status, then drill into any project with get_project to check completion percentage, due dates, and ownership. You can also use list_questionnaires to see every individual question and which ones still need answers.