Loopio MCP. Manage proposals and compliance data conversationally.

Loopio connects your RFP management platform straight to your AI agent. Forget jumping between fifteen tabs just to answer a few questions. This setup turns all that rigid, multi-step workflow into one conversation. You talk to your agent like you're talking to an actual expert who knows every proposal and compliance document inside and out.

Tracking All Proposals: Need the big picture? The list_projects tool pulls a full rundown of every ongoing or recent RFP—whether it's a full Request for Proposal (RFP), a smaller RFI, or a security questionnaire. You can check their status and see which ones are due soon. If you need more details on one specific job, the get_project tool retrieves all that deep-dive data using just the project ID.

Generating New Submissions: Starting from scratch? No sweat. The create_submission tool lets you spin up an entire new RFP or questionnaire record instantly. You'll set the name, lock in the deadline, and assign the owner right there—it gets your team collaborating immediately.

Finding Approved Answers: Before you draft a single word, check the library. The search_library tool searches Loopio’s internal knowledge base using keywords to find pre-approved answers. It shows you exactly what content is ready to go and won't get caught in compliance red tape.

Reviewing Question Responses: When it comes time to tackle a questionnaire, the agent helps you dig into specifics. You can use list_questionnaires to pull out every single question from any project, giving you a clear idea of the scope. For the answers themselves, the get_questionnaire_responses tool retrieves all responses or just specific ones for an entry, letting you track what's drafted and what still needs attention.

Managing Team Assignments: You gotta know who’s doing what. The list_team_members tool pulls a directory of everyone in Loopio so you can assign ownership to new projects or check if someone's available for a critical deadline.

Knowledge Base Management: If your team manages multiple streams of approved content, the list_libraries tool shows you all the knowledge base stacks available. This tells you exactly where your agent is searching when it runs search_library, so you always know which set of rules applies to a given topic.

Basically, instead of clicking through endless forms and manually checking status reports, you just chat with your agent. You can ask things like, “Hey, what’s the due date on the Acme Corp RFI for the security team?” or “Show me all overdue RFPs owned by Sales.” Your agent runs the necessary tools—like list_projects and then maybe get_project—and it spits out a clean list.

You manage your whole proposal pipeline conversationally, without ever leaving your chat window.