• AUTOMATED
  • READY TO GO
  • HUMAN CHECK
  • COMPLETED

How to create new RFP submissions with your AI

Connect Loopio to your AI client once. From then on, you can spin up new projects just by typing a message.

Ask AI about this page

Short answer

How do I start a new RFP or RFI in Loopio using AI?

Give your AI the project name and the deadline. It will use the Loopio connector to build the submission for you. You'll find the new project waiting in your Loopio dashboard.

The outcome

Where your projects land

The AI handles the setup so you can get straight to answering questions.

AUTOMATED

New project created

The AI uses the create_submission tool to build the project. You get a fresh RFP or RFI shell with the right name and date.

READY TO GO

Dashboard sync

The new submission appears in your Loopio account right away. You can log in and start working on it immediately.

HUMAN CHECK

Review details

The AI sets the name and deadline you provided. You'll need to check the project in Loopio to add any extra settings or members.

COMPLETED

Workflow starts

The setup phase ends once the tool confirms the submission exists. Your team can then begin the actual response process.

The workflow

What your AI does when the request arrives.

The AI translates your chat instructions into a specific command for Loopio.

  1. Parse details

    Your AI looks at your message to pull out the project name and the deadline date.

    create_submission

  2. Build submission

    The AI sends the project name and deadline to Loopio to generate the new RFP or RFI.

    create_submission

  3. Confirm success

    The AI verifies that Loopio accepted the new project details.

    create_submission

  4. Notify you

    The AI tells you the project is ready so you can jump into the response.

    create_submission

Try it

Copy these to start.

Use these prompts to trigger the Loopio connector.

Starting points

These are opening lines. Swap out the project names and dates for your actual data.

Loopio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_G403dFN5brTdpLLBNG9R5mzrvmzy4syEf06WJnud/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 — Loopio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "loopio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_G403dFN5brTdpLLBNG9R5mzrvmzy4syEf06WJnud/mcp"
    }
  }
}
Copy into chat04

  • Create a new RFP in Loopio named 'Acme Corp Q4 Bid' with a deadline of December 15th.

  • Start a new RFI submission called 'Global Tech Expansion' due on October 1st.

  • In Loopio, set up a new RFP for 'Project Phoenix' that needs to be finished by Friday.

  • I need a new RFI in Loopio named 'Security Audit 2024' with a deadline of next Tuesday.

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

Start here

Connect Loopio once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start using the tools in any MCP-compatible client.

Connect Loopio to your AI

FAQ

How this task behaves

  • 01

    Can the AI add team members to the new RFP?

    No. The AI only creates the submission with the name and deadline you provide.

  • 02

    Does the AI change existing projects in Loopio?

    No. This tool only creates new submissions; it cannot modify or delete your current projects.

  • 03

    What happens if I forget to give a deadline?

    The AI will ask you for the deadline before it attempts to create the submission.

  • 04

    Can I create an RFI instead of an RFP?

    Yes. You can specify whether you want an RFP or an RFI in your chat prompt.

  • 05

    Will the AI upload files to the new submission?

    No. The AI only handles the initial creation of the project shell.

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

Connect Loopio to Claude, Cursor, ChatGPT & more