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Dotloop MCP Server for Windsurf 10 tools — connect in under 2 minutes

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Windsurf brings agentic AI coding to a purpose-built IDE. Connect Dotloop through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

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Classic Setup·json
{
  "mcpServers": {
    "dotloop": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Dotloop
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IAMAccess control
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About Dotloop MCP Server

Connect your AI agent to Dotloop, the leading real estate transaction management platform. This integration allows you to interact with your loops, manage participants, and oversee documents and tasks directly through natural conversation.

Windsurf's Cascade agent chains multiple Dotloop tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • Loop Oversight — List and retrieve detailed information for all your real estate transactions
  • Participant Management — Add, list, and update profiles for buyers, sellers, and agents involved in a loop
  • Document Organization — Explore folders and list metadata for all transaction documents
  • Task Tracking — Monitor the status of checklists and to-do items for each deal
  • Activity Auditing — Review the full activity log for any specific loop to see historical actions
  • Profile Control — Access multiple profiles (personal or brokerage) associated with your account

The Dotloop MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Dotloop to Windsurf via MCP

Follow these steps to integrate the Dotloop MCP Server with Windsurf.

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

02

Add the server

Paste the JSON configuration above into mcp_config.json

03

Save and reload

Windsurf will detect the new server automatically

04

Start using Dotloop

Open Cascade and ask: "Using Dotloop, help me...". 10 tools available

Why Use Windsurf with the Dotloop MCP Server

Windsurf provides unique advantages when paired with Dotloop through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Dotloop + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Dotloop MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from Dotloop and generate models, types, or handlers based on real API responses

02

Live debugging: query Dotloop tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Dotloop and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Dotloop data with Cascade's code generation to scaffold entire features in minutes

Dotloop MCP Tools for Windsurf (10)

These 10 tools become available when you connect Dotloop to Windsurf via MCP:

01

add_loop_participant

Add a new participant to a loop

02

get_loop_activity

Retrieve the activity log for a specific loop

03

get_loop_details

Get comprehensive information for a specific loop

04

list_folder_documents

List all documents within a specific loop folder

05

list_loop_folders

List all document folders within a specific loop

06

list_loop_participants

List all participants (buyers, sellers, agents) in a specific loop

07

list_loop_tasks

List all tasks and checklists for a specific loop

08

list_loops

List all real estate transactions (loops) for a specific profile

09

list_profile_contacts

List all contacts in the user directory for a specific profile

10

list_profiles

Retrieve all profiles (brokerages, associations, individual) associated with the user

Example Prompts for Dotloop in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Dotloop immediately.

01

"List all my active transaction loops."

02

"Show me the tasks for loop ID '78901'."

Troubleshooting Dotloop MCP Server with Windsurf

Common issues when connecting Dotloop to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Dotloop + Windsurf FAQ

Common questions about integrating Dotloop MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.

Connect Dotloop to Windsurf

Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.