• DIRECTORY
  • LOOP
  • CHAT
  • HUMAN

How to manage loop participants and contacts with your AI

Connect Dotloop to your AI client to handle loop updates and contact lookups without switching tabs.

Ask AI about this page

Short answer

How can I add people to loops or find contacts?

Your AI can pull your existing contact list and add new people to specific Dotloop loops. You'll get a direct way to update loop rosters and grab info from your directory. Here is how the process works.

The results.

Where your updates land.

The AI handles the data entry and lookups, then reports back to you.

DIRECTORY

Contact info retrieved

The AI pulls specific details from your contact list. You get the exact info you need for a new loop participant.

LOOP

Participants updated

New people are added to your existing Dotloop loops. The loop roster stays current without manual typing.

CHAT

Status confirmed

Your AI tells you exactly who was added and which contacts it found. You see the results in your chat window.

HUMAN

Manual review needed

If a contact isn't in your directory or a loop ID is missing, the AI will ask you for the details.

The workflow

What your AI does when the request arrives.

The AI uses your Dotloop data to execute specific management tasks.

  1. Find contact info

    The AI searches your directory to find the right person for a transaction.

    list_profile_contacts

  2. Identify loop members

    The AI checks who is currently assigned to a specific loop.

    list_loop_participants

  3. Add new people

    The AI inserts a new person into the loop once you provide their details.

    add_loop_participant

  4. Verify changes

    The AI confirms the participant list is updated and ready for use.

    list_loop_participants

Try it

Copy these to start.

Use these prompts to trigger actions in Dotloop.

Starting points

Replace the bracketed text with your actual loop names or contact names.

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

  • Who is currently in the [Loop Name] loop?

  • Find the contact information for [Contact Name] in my directory.

  • Add [Contact Name] to the [Loop Name] loop.

  • List all the participants in the [Loop Name] loop so I can check them.

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

Start here

Connect Dotloop once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start managing loops immediately.

Connect Dotloop to your AI

FAQ

Common questions

  • 01

    Can the AI delete people from a loop?

    No. The AI can only add participants to existing loops.

  • 02

    Can I create a brand new loop with the AI?

    No. The AI works with loops that already exist in your Dotloop account.

  • 03

    Does the AI see all my private files?

    No. The AI only accesses the contact and participant data required to perform the specific tasks you request.

  • 04

    What happens if the contact isn't in my directory?

    The AI will tell you it couldn't find the contact. You'll need to provide the details manually.

  • 05

    Can the AI change a contact's email address?

    No. The AI can retrieve contact info and add people to loops, but it cannot edit existing contact profiles.

  • More questions about Dotloop? The Connector page answers them. See everything the Dotloop Connector can do

Connect Dotloop to Claude, Cursor, ChatGPT & more