• MISSING
  • HISTORY
  • STATUS
  • HUMAN

How to audit loop documents and activity with your AI

Connect your agent to Dotloop to automate file checks and transaction tracking. Once connected, your AI can pull folder contents and history logs instantly.

Ask AI about this page

Short answer

Can my AI check my Dotloop files and history?

Yes. Your AI uses Dotloop tools to list folder contents, check for specific documents, and pull activity logs to see who changed what. You'll get a clear picture of deal compliance and file presence.

Audit outcomes.

Where your audit findings land.

The AI identifies exactly what is happening inside your Dotloop transactions.

MISSING

Identify missing files

The AI compares your required document list against what is actually in the folder. You get a list of exactly what needs to be uploaded.

HISTORY

Track deal changes

The AI pulls activity logs to show the timeline of a transaction. You see a clear trail of edits and user actions.

STATUS

Verify folder structure

The AI scans your folder hierarchy to ensure everything is organized correctly. You can confirm if files are in the right place.

HUMAN

Flag for review

The AI highlights discrepancies or suspicious activity logs. You decide which specific files or logs require your manual attention.

The workflow

What your AI does when the request arrives.

Your agent performs a sequence of lookups to build a complete audit report.

  1. Locate folders

    The AI finds the specific transaction folders you need to inspect.

    list_loop_folders

  2. Check contents

    The AI looks inside those folders to see which documents are present.

    list_folder_documents

  3. Review logs

    The AI pulls the history of actions taken within the transaction.

    get_loop_activity

  4. Report gaps

    The AI compares the findings against your requirements to find errors.

    list_folder_documentsget_loop_activity

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Replace the bracketed text with your specific folder names or document types.

Dotloop Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TAYz4beYjjd8FGGAzdHBn4Teb32C1tzF2U3rH8B6/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Dotloop capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dotloop-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TAYz4beYjjd8FGGAzdHBn4Teb32C1tzF2U3rH8B6/mcp"
    }
  }
}
Copy into chat04

  • List all documents in the 'Smith Residential' folder and tell me if the inspection report is missing.

  • Check the activity log for the '123 Main St' deal and summarize the last five changes.

  • Are there any folders in my Dotloop account that don't have a signed disclosure document?

  • Review the activity for the 'Johnson Transaction' and tell me who uploaded the latest contract.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dotloop once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start asking questions about your files.

Connect Dotloop to your AI

FAQ

How the audit behaves

  • 01

    Can the AI delete or move my Dotloop documents?

    No. The AI can only read folder contents and activity logs. It cannot modify, delete, or move any files in Dotloop.

  • 02

    Can the AI sign documents for me?

    No. The AI is limited to reading data. All signatures and document executions must be done by you or your clients through Dotloop.

  • 03

    How does the AI know if a document is missing?

    The AI uses the list_folder_documents tool to see what is there, then compares that list to the specific file names you ask about.

  • 04

    Can I audit multiple deals at once?

    Yes. You can ask the AI to check multiple folders or scan all folders in your account to find specific missing items.

  • 05

    Does the AI see every single detail in the activity log?

    Yes. It uses the get_loop_activity tool to pull the historical record of changes and user actions for a specific deal.

  • More questions about Dotloop? See everything the Dotloop Connector can do

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