How to Use the Dotloop MCP in Claude

Q: Can my agent sign documents in Dotloop using Claude Desktop?

No, the server does not support signing. Your agent uses listfolderdocuments to view file lists, but physical execution must happen in the native web portal.

Q: How does Claude Desktop handle multiple brokerages in Dotloop?

The server uses listprofiles to identify all brokerages and profiles associated with your account. Your agent checks this list first to ensure it queries the correct transaction pipeline.

Q: Can I search my contact directory from Claude Desktop?

Yes, your agent calls listprofilecontacts to search your directory. This makes it easy to find existing agents or clients and add them to a loop.

Run Dotloop transactions directly from your Claude Desktop chat window with zero context switching.

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Connect Dotloop MCP to Claude Desktop

Create your Vinkius account to connect Dotloop to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Dotloop with Claude Desktop

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Run audit trails and inspect loops in Claude Desktop

`get_loop_activity` pulls the raw audit logs directly into your Claude Desktop chat. Your agent reads the activity timeline to verify who signed what and when, without you opening a browser tab. You can also use `get_loop_details` to pull transaction amounts, closing dates, and property addresses. This lets you ask your agent to summarize the state of a deal or flag missing fields.

Manage transaction files using this MCP Server

This MCP Server exposes your folder structures directly to your desktop client using `list_loop_folders`. Your agent checks the organization of your transaction files to ensure compliance with brokerage standards. Once the folders are mapped, `list_folder_documents` lists every PDF and contract inside. Your agent scans these document names to confirm that disclosures and agreements are filed in the right spot.

Assign tasks and add participants in Claude Desktop

`add_loop_participant` adds buyers, sellers, or escrow officers to active loops right from your chat input. Your agent formats the contact details and pushes them straight into the Dotloop system. You can then use `list_loop_tasks` to check on outstanding compliance checklists. The agent reads the pending task list and warns you if a critical signature deadline is coming up.

Setup guide

Set up Dotloop MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Dotloop MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Dotloop MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under dotloop-mcp.

json

{
  "mcpServers": {
    "dotloop-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Dotloop MCP in Claude Desktop

Open your Claude Desktop configuration file and add the server configuration under the mcpServers key. Restart the app, and you will see the hammer icon indicating the Dotloop MCP Server config is active.

No, the server does not support signing. Your agent uses `list_folder_documents` to view file lists, but physical execution must happen in the native web portal.

The server uses `list_profiles` to identify all brokerages and profiles associated with your account. Your agent checks this list first to ensure it queries the correct transaction pipeline.

Yes, your agent calls `list_profile_contacts` to search your directory. This makes it easy to find existing agents or clients and add them to a loop.

Yes, your loop details, participant names, and task lists stay local to your machine. Vinkius runs the server in a zero-trust sandbox, so your real estate transaction data is never stored on external servers.

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