Dotloop MCP. Track property status, documents, and participants instantly.
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Dotloop. Manage your entire real estate transaction lifecycle through your AI agent. Use this server to list transactions, add participants, track tasks, and organize documents across every deal.
You can audit activity logs, check participant roles, and manage profiles without ever leaving your chat window.
What your AI agents can do
Add loop participant
Adds a new contact or person to the participant list for a specific transaction.
Get loop activity
Retrieves a chronological log of every action taken on a specific transaction.
Get loop details
Fetches all core data points and status updates for a specific transaction.
Retrieves detailed information for a specific real estate transaction (loop).
Retrieves a list of all real estate transactions associated with your profile.
Lists all people (buyers, sellers, agents) involved in a specific transaction.
Adds a new person to the participant list for a specific transaction.
Lists all required tasks and to-do items for a deal, showing completion status.
Fetches the full historical log of actions taken on a specific transaction.
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Dotloop MCP Server: 10 Tools for Real Estate Management
Manage every aspect of your real estate deal life—from initial listing to closing—by calling specific tools like listing participants or retrieving activity logs.
019d8430add loop participant
Adds a new contact or person to the participant list for a specific transaction.
019d8430get loop activity
Retrieves a chronological log of every action taken on a specific transaction.
019d8430get loop details
Fetches all core data points and status updates for a specific transaction.
019d8430list folder documents
Lists the names and metadata for all files stored in a specific transaction folder.
019d8430list loop folders
Lists all available document folders within a given transaction.
019d8430list loop participants
Lists every person (buyer, seller, agent) involved in a specific transaction.
019d8430list loop tasks
Lists all required tasks and checklists associated with a specific transaction.
019d8430list loops
Retrieves a list of all real estate transactions (loops) associated with your profile.
019d8430list profile contacts
Lists all contact records stored in your user directory for a specific profile.
019d8430list profiles
Retrieves all associated profiles (e.g., personal, brokerage) linked to your account.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
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Make Your AI Do More
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- Works with Claude, ChatGPT, Cursor, and more
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What you can do with this MCP connector
You'll manage your whole real estate pipeline through your AI agent. This server lets you list all your transactions and grab full details on any specific one. You can add new people to the participant list for a deal and list everyone—buyers, sellers, and agents—already involved. You'll find all required tasks and checklists for a deal using list_loop_tasks, and you can review the full history of actions taken with get_loop_activity.
You can also check the documents: list_loop_folders shows all the document folders for a transaction, and list_folder_documents lists the names and metadata for files inside a folder. When you need to manage contacts, list_profile_contacts shows all records in your user directory, and list_profiles lets you see all the associated profiles (like personal or brokerage accounts) linked to your account.
You'll also see all transactions associated with your profile by running list_loops.
How Dotloop MCP Works
- 1 First, subscribe to the Dotloop server and get your Dotloop Access Token from the Developer Center.
- 2 You pass the required transaction ID or profile context to your AI agent.
- 3 The agent invokes the specific tool (e.g.,
list_loop_participants) and returns the structured data to your conversation.
The bottom line is, your AI agent handles the API calls and presents the data to you, so you talk to Dotloop, not the dashboard.
Who Is Dotloop MCP For?
Anyone managing complex, multi-party deals in real estate needs this. If you're tired of clicking through 15 different tabs just to check if the appraisal was signed, this is for you. It puts the entire transaction file into your chat window.
Checks the current status of multiple loops and participant roles during a busy day without logging into the platform.
Oversees document completion and task progress across several deals, verifying checklist status and document metadata.
Audits activity logs and manages contact records across the entire brokerage profile to ensure compliance.
What Changes When You Connect
- See the full status of any deal by calling
get_loop_details. You get immediate answers on contract status, associated dates, and core information without navigating away from your chat. - Track who's involved with
list_loop_participants. You can instantly see the buyers, sellers, and agents for a loop, confirming roles and contact status. - Review the entire history with
get_loop_activity. You get a perfect audit trail—who changed what, and when—which is critical for compliance and dispute resolution. - Check task completion with
list_loop_tasks. You get a clear, real-time checklist of what's done versus what's pending, instantly identifying roadblocks on any deal. - Organize documents with
list_folder_documents. You get metadata for every file in a specific folder, letting you know exactly what documents are missing or complete. - Manage your contacts with
list_profile_contacts. You get a unified view of all contacts across your brokerage profiles, simplifying who you need to reach.
Real-World Use Cases
The Missing Signature Audit
A Transaction Coordinator needs to know if the final appraisal was signed. Instead of checking the document folder, they ask the agent: 'What are the tasks for loop ID 78901?' The agent runs list_loop_tasks, showing 5 items, 3 completed and 2 pending. The coordinator knows exactly who needs to sign the appraisal.
On-the-Fly Deal Status Check
A Real Estate Agent is walking through a listing and needs to know the status of a potential deal. They ask: 'What's the status of 123 Main St?' The agent runs get_loop_details, providing the contract status, key dates, and primary participants instantly, letting the agent move on to the next client.
Finding the Right Contact
A Brokerage Administrator needs to confirm the correct contact for a new listing. They ask the agent to list contacts for the brokerage: 'List all contacts in the brokerage profile.' The agent runs list_profile_contacts, providing a directory they can use immediately, without opening the contact manager.
Building a New Deal Team
A coordinator is starting a new loop and needs to ensure the right people are added. They ask the agent to add a participant: 'Add Jane Doe as the agent to loop ID 9900.' The agent uses add_loop_participant to get Jane Doe into the deal's records.
The Tradeoffs
Manual Data Aggregation
The user has to open the main loop dashboard, click 'Documents', then click 'Tasks', and finally copy the participant list into a spreadsheet for review.
→
Instead, ask your agent to run get_loop_details and list_loop_tasks sequentially. You get all the core data and task progress in your chat, saving the copy/paste steps.
Forgetting Context
The user tries to list documents but forgets the specific loop ID, resulting in an error or a massive, unhelpful list of every document in the account.
→
Always start by running list_loops to get the correct IDs, then use list_loop_folders with that ID to narrow down the document scope.
Ignoring Profile Scope
The user assumes all contacts are visible and tries to list participants without specifying the correct profile, leading to incomplete data.
→
First, run list_profiles to see which profiles are available, then use list_profile_contacts to ensure you're pulling data from the right source.
When It Fits, When It Doesn't
Use this server if you need a single source of truth for real estate deal data. If your job involves constantly checking status, tracking documents, or auditing participant roles across multiple transactions, this is essential. It's designed for operational review and process management.
Don't use this if you just need to view static, non-transactional data, like a simple address lookup. For that, you might use a dedicated mapping service. Also, if your goal is to write code or build a new data model, this server only provides read/write access to the existing Dotloop structure, not schema design tools.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dotloop. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Sifting through transaction data shouldn't require jumping between five different tabs.
Today, checking one deal's status means logging into Dotloop, navigating to the 'Loops' section, clicking the specific transaction, and then opening separate tabs for 'Tasks,' 'Participants,' and 'Documents.' You spend time copying IDs and cross-referencing dates just to build a simple status report.
With the Dotloop MCP Server, you ask your agent, 'Give me the status of the Maple Street loop.' It runs `get_loop_details` and returns a single, cohesive summary in the chat. You get the answers instantly, without the clicks.
List Transactions with `list_loops`
Before you can check any specific deal, you have to know its ID. Manually, you'd have to open the main dashboard and scroll through dozens of listings, searching for the property name or the client's name.
Now, you just ask your agent to run `list_loops`. It returns a list of all your transactions and their current status, giving you the IDs and status codes you need, immediately.
Common Questions About Dotloop MCP
How do I use the `get_loop_details` tool? +
You must provide the specific loop ID. The agent runs get_loop_details and gives you a full data dump, including key dates and the overall status of the transaction.
Can I check all participants using `list_loop_participants`? +
Yes. Simply provide the loop ID. The agent will list all roles (buyer, seller, agent) and the names of every person involved in that specific deal.
What is the best way to track document progress with `list_loop_tasks`? +
Use list_loop_tasks and provide the loop ID. It returns a breakdown of all required items, showing exactly how many are completed and how many are still pending.
How do I list all transactions using `list_loops`? +
You just need to ask the agent to list all loops. No ID is required, as the tool retrieves all transactions associated with your account.
What if I need to add a participant, what tool should I use? (using `add_loop_participant`) +
Use the add_loop_participant tool. This lets you add buyers, sellers, or agents to a loop using just a name and role.
How can I review the activity history for a specific deal? (using `get_loop_activity`) +
The get_loop_activity tool retrieves the full activity log for any loop. You get a chronological list of actions taken on that transaction.
Can I find all the documents related to a specific transaction folder? (using `list_folder_documents`) +
Yes, the list_folder_documents tool lists every document within a specified loop folder. It gives you the document names and metadata.
How do I find all the available profiles connected to my account? (using `list_profiles`) +
Use the list_profiles tool. It retrieves all associated profiles, such as individual accounts or brokerage profiles, linked to your Dotloop account.
How do I get an API Access Token for Dotloop? +
You must register as a developer at the Dotloop Developer Center. 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 MCP server 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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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