How to Use the Loopio MCP in Claude

Q: Can Claude Desktop automatically update my Loopio project status?

You can initiate a new project using createsubmission and review existing response statuses via getproject. While the server handles the data retrieval, you maintain final control over when to push changes to the platform.

Q: Does Claude Desktop let me see pending Loopio questionnaires?

Yes. You can use listquestionnaires to pull a full list of open items for any project. This gives you a clear view of the workload before you start drafting responses.

Q: How are Loopio team members identified in Claude Desktop?

The server uses listteammembers to query your workspace directory. This allows you to quickly verify who is assigned to a project and confirm user IDs for any necessary reassignments.

Stop digging through old RFPs. Connect Loopio to Claude Desktop to search your library and draft project responses right from your chat.

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Create your Vinkius account to connect Loopio 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 Loopio with Claude Desktop

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Search your library inside Claude Desktop

Find accurate answers instantly by querying your central repository. Your AI client uses `search_library` to surface approved Q&A content, so you stop guessing what the security team previously signed off on. Stop copying and pasting from browser tabs. This MCP Server pulls verified text directly into your conversation, ensuring your drafts stay consistent with company standards.

Manage RFP projects in Claude Desktop

Keep track of active proposals without switching contexts. Use `list_projects` to pull up your current list, then trigger `get_project` to check if a specific RFP is still pending or needs attention. View the scope of work clearly. By calling `list_questionnaires`, you get a breakdown of every pending question, allowing you to prioritize your day based on actual volume.

Automate your submission workflow

Generate new project entries without leaving your workspace. Use `create_submission` to spin up a new RFP project, then verify your progress with `get_questionnaire_responses` to see what’s already drafted. Keep your team aligned by checking project ownership. Use `list_team_members` to identify the right point of contact, ensuring every RFP lands in the correct hands for final review.

Setup guide

Set up Loopio 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 Loopio 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 Loopio 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 loopio-mcp.

json

{
  "mcpServers": {
    "loopio-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 Loopio. 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 Loopio MCP in Claude Desktop

Open your chat and ask for information regarding a specific security or compliance topic. The server executes `search_library` to scan your repository and returns the most relevant, approved content directly to you.

You can initiate a new project using `create_submission` and review existing response statuses via `get_project`. While the server handles the data retrieval, you maintain final control over when to push changes to the platform.

Yes. You can use `list_questionnaires` to pull a full list of open items for any project. This gives you a clear view of the workload before you start drafting responses.

We keep your data ephemeral. The server only fetches the specific RFP content you request during an active session, ensuring no sensitive questionnaire answers are cached or stored on your local machine.

The server uses `list_team_members` to query your workspace directory. This allows you to quickly verify who is assigned to a project and confirm user IDs for any necessary reassignments.

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