• ACTIVE
  • DETAILS
  • PENDING
  • HUMAN

How to monitor transaction status and tasks with your AI

Connect Dotloop to your agent to pull real-time deal data and checklist updates through a simple chat interface.

Ask AI about this page

Short answer

How can I check my Dotloop deals and tasks with AI?

Your agent uses Dotloop tools to fetch active loops, specific transaction details, and pending checklist items directly in your chat. You get a clear view of deal progress and outstanding tasks without logging into the Dotloop dashboard. Here is how you can manage your workload.

Where every update lands.

Real-time deal visibility

Your agent organizes Dotloop data into these specific views.

ACTIVE

Current loop lists

The AI pulls a list of all active transactions. You see exactly which deals are currently in progress.

DETAILS

Specific deal info

Get deep dives into a single transaction. The AI pulls specific data points for the loop you ask about.

PENDING

Task checklists

Identify what needs to happen next. The AI lists all pending items within a specific loop.

HUMAN

Manual intervention

The AI only reads and lists data. You still need to log in to Dotloop to sign documents or change deal statuses.

The workflow

What your AI does when you ask for updates.

The agent acts as a bridge between your chat and your Dotloop account.

  1. Identify active deals

    The agent scans your account to find all currently open transactions.

    list_loops

  2. Fetch transaction data

    Once you pick a deal, the agent pulls the specific details for that loop.

    get_loop_details

  3. Check pending items

    The agent looks inside a loop to find any incomplete checklist tasks.

    list_loop_tasks

  4. Report status

    The agent presents the loop list, deal info, or task status in your chat window.

    list_loopsget_loop_detailslist_loop_tasks

Try it

Copy these to start.

Use these prompts to begin interacting with your Dotloop data.

Starting points

These are basic starting lines. Swap out the specific loop names or task descriptions to get exactly what you need.

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

  • Show me all my active loops in Dotloop.

  • What are the details for the Smith transaction loop?

  • List all pending tasks for the Jones deal.

  • Which loops have unfinished checklist items?

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

Start here

Connect Dotloop once, then ask.

Follow the link to connect your account. Your credentials stay encrypted and secure on our end, and you can start chatting immediately.

Connect Dotloop to your AI

FAQ

How the Dotloop Connector behaves

  • 01

    Can the AI sign documents for me?

    No. The AI can only read loop details and task lists. You must log in to Dotloop to perform signatures or legal actions.

  • 02

    Can I update a task status through the chat?

    No. This Connector is for monitoring and retrieving information. It cannot modify loop data or mark tasks as complete.

  • 03

    Does the AI see all my past deals?

    The AI can see any loop it has permission to access via the tools, including completed ones, if you ask it to list them.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Will my Dotloop password be shared with the AI?

    No. Your credentials are handled securely by Vinkius and are never passed to the AI model.

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

Connect Dotloop to Claude, Cursor, ChatGPT & more