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Loopio MCP Server

Name: Loopio
Availability: InStock
Author: Vinkius

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Connect your Loopio RFP platform to AI — search approved answers, manage proposal projects, and automate questionnaire responses naturally via chat.

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What is the Loopio MCP Server?

The Loopio MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Loopio via 8 tools. Connect your Loopio RFP platform to AI — search approved answers, manage proposal projects, and automate questionnaire responses naturally via chat. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (8)

create_submissionget_projectget_questionnaire_responseslist_librarieslist_projectslist_questionnaireslist_team_memberssearch_library

Tools for your AI Agents to operate Loopio

Ask your AI agent "Search the Loopio library for our approved response about SOC 2 compliance." and get the answer without opening a single dashboard. With 8 tools connected to real Loopio data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

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Loopio MCP Server capabilities

8 tools

create_submission

Requires a project name. Optionally accepts a description, company name, due date, project type, and owner ID. The project will be created in "Not Started" status and ready for team collaboration. Create a new RFP project/submission in Loopio

get_project

Use this to check the state of a specific RFP response. Get details of a specific Loopio project by ID

get_questionnaire_responses

If no entryId is provided, returns all entries and their current responses. Use this to review what answers have been drafted or finalized for RFP questions. Get responses for a specific questionnaire entry or all entries in a project

list_libraries

Each stack contains approved Q&A entries organized by category. Use this to discover which knowledge bases are available for searching. List all library stacks available in Loopio

list_projects

Each project represents an active RFP response or questionnaire. Use this to discover all ongoing and recent response initiatives. Optionally limit results with the limit parameter. List all Loopio projects (RFPs, RFIs, questionnaires) in your workspace

list_questionnaires

Each entry represents a question from an RFP, RFI, or security questionnaire that needs to be answered. Use this to understand the scope of a project and track which questions have been answered. List all questionnaire entries (questions) for a specific Loopio project

list_team_members

Use this to identify who is assigned to projects, find user IDs for assigning project ownership, or understand team composition. List all team members in your Loopio workspace

search_library

This is the primary way to find existing approved responses before drafting new answers. You can refine results with optional filters like tags, category, stack, and whether to search in questions or answers. Always use this before creating new library entries. Search the Loopio knowledge library for approved Q&A entries

What the Loopio MCP Server unlocks

Connect your Loopio RFP management platform to your AI agent to transform proposal workflows into intelligent, conversational processes.

What you can do

Browse Projects — List all your active RFPs, RFIs, and security questionnaires. Check progress, due dates, and completion status at a glance.
Search the Knowledge Library — Query your master library of pre-approved answers. Find exactly what you need before drafting new responses.
Review Questionnaire Responses — Fetch individual questions and their current answers from any project. Track what has been answered and what still needs attention.
Create New Submissions — Spin up new RFP projects instantly with name, deadline, company context, and owner assignment.
Manage Teams — List team members to identify who is available for project assignments and collaboration.

How it works

1. Add this integration to your workspace.
2. Provide your Loopio Access Token from Settings -> API.
3. Chat with your RFP data using Claude, Cursor, or any compatible AI agent.

Who is this for?

Proposal Managers — ask the agent to search the library for approved answers about 'SOC 2 compliance' and instantly pull them into an active project.
Sales Teams — have the agent list all overdue RFPs, check their completion percentage, and identify which ones need immediate attention.
Security & Compliance — query existing security questionnaire responses to ensure consistency across vendor assessments without reinventing the wheel.

Frequently asked questions about the Loopio MCP Server

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.