How to Use the Dotloop MCP in Windsurf

Q: Can Windsurf Cascade handle multi-step Dotloop updates?

Yes, Cascade reads the output of listloops and automatically feeds those transaction IDs into listlooptasks to check your pending real estate checklists. It handles the entire sequence without needing individual prompts for each step.

Q: How does Windsurf manage Dotloop rate limits during bulk actions?

When Cascade runs tools like getloopdetails across dozens of active transactions, Vinkius handles the request queuing in the background. This keeps your Windsurf session responsive and prevents API throttling errors.

Let Cascade run your entire real estate transaction pipeline in Windsurf by chaining live Dotloop updates.

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Connect Dotloop MCP to Windsurf

Create your Vinkius account to connect Dotloop to Windsurf 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 Windsurf

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Chain loop setup with Cascade

The `list_profiles` tool fetches your active brokerage directories to initiate new transaction files. When you tell Cascade to onboard a new client, it doesn't wait for your next prompt. It grabs the profile, pulls matching records, and builds the transaction environment immediately. No waiting around for manual step authorization. Cascade uses the profile data to trigger follow-up tasks, creating a hands-off setup sequence that links your brokerage data to active transactions.

Automate participant management in your IDE

The `add_loop_participant` tool injects buyers, sellers, or escrow officers directly into your transaction file. Windsurf analyzes your incoming client emails or CRM files, extracts the contact fields, and maps them to the loop. Your agent updates these roles without requiring you to switch windows or copy-paste text. By coupling this with `list_loop_participants` via this MCP Server, Cascade verifies that every necessary party is assigned to the transaction before you submit folders for review.

Track file compliance using the Dotloop MCP Server

The `list_loop_folders` tool exposes the structured document directories inside your transaction files. Cascade chains this tool with `list_folder_documents` to audit which files are uploaded and which ones are missing. If a required disclosure is missing, Windsurf flags the gap in your sidebar. It compares the active loop contents against your office checklists to ensure you never miss a compliance deadline.

Setup guide

Set up Dotloop MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Dotloop MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Dotloop payment history." If connected, Cascade will call the Dotloop tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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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 Windsurf

Open your Windsurf settings and add the server to your configuration file. Cascade instantly detects the MCP real estate tools and lets you start managing loops directly from your coding workspace.

Yes, Cascade reads the output of `list_loops` and automatically feeds those transaction IDs into `list_loop_tasks` to check your pending real estate checklists. It handles the entire sequence without needing individual prompts for each step.

When Cascade runs tools like `get_loop_details` across dozens of active transactions, Vinkius handles the request queuing in the background. This keeps your Windsurf session responsive and prevents API throttling errors.

Ask Cascade to read a specific transaction, and it will execute `list_loop_folders` followed by `list_folder_documents`. You get a clean tree view of your real estate files directly inside your IDE panel.

Vinkius runs this MCP integration in an isolated sandboxed environment, keeping your loop details and participant contact information secure. Your transaction data never leaks to other sessions or external models.

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