Dotloop MCP. Manage every detail of a property transaction.
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Dotloop lets your AI agent manage every step of a real estate transaction. You can check all active deals, track participant roles (buyers, sellers, agents), organize documents, and monitor checklists for any property loop.
It gives you a single conversation point to oversee complex transactions from start to finish.
What your AI agents can do
Add loop participant
Adds a new person or entity to an existing transaction loop.
Get loop activity
Retrieves the complete history of actions taken on a specific deal.
Get loop details
Gets all core information for a specific property transaction loop.
List every property deal you're working on for a specific profile.
See who is involved in a loop—buyers, sellers, and agents—and manage their profiles.
Review the full history of actions taken on any specific transaction or deal.
List all document folders and check metadata for every file associated with a loop.
Monitor the progress of checklists and to-do items for any deal, noting what's done and what's pending.
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Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Dotloop: 10 Tools for Property Management
Use these tools to interact with every part of your transaction data. Manage loops, document folders, participant lists, and more through conversation.
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Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Dotloop on Vinkius019d8430add loop participant
Adds a new person or entity to an existing transaction loop.
019d8430get loop activity
Retrieves the complete history of actions taken on a specific deal.
019d8430get loop details
Gets all core information for a specific property transaction loop.
019d8430list folder documents
Lists every document file inside a specified folder for a deal.
019d8430list loop folders
Retrieves the list of all organized document folders within a transaction loop.
019d8430list loop participants
Lists every person (buyer, seller, agent) attached to a specific deal.
019d8430list loop tasks
Shows all checklists and required to-do items for a particular deal.
019d8430list loops
Retrieves a list of every transaction loop associated with the user's profile.
019d8430list profile contacts
Lists all contacts available in the main user directory for a specific profile.
019d8430list profiles
Retrieves all personal and brokerage profiles connected to your account.
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dotloop. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Checking Statuses Requires Too Much Clicking
Today, checking one deal's status means logging into the platform, finding the loop ID, navigating to 'Participants,' then clicking a tab for documents. If you have ten deals, that’s thirty clicks and five different browser tabs just to get a single snapshot of who signed what.
With this MCP, you tell your agent: 'Show me all active transactions.' The system runs the checks internally, pulls all the relevant data—the participants, the documents, the tasks—and spits out one clean answer. It’s immediate.
Get Loop Details for Instant Oversight
You no longer have to open multiple screens or run separate reports just to confirm a deal's state. You ask the agent for the details, and it checks everything: participant roles, current tasks, and document status, all in one go.
What changes is that you get the full context instantly. No more guesswork; you know exactly where every piece of information lives.
What you can do with this MCP connector
When managing properties, everything—every document, every contact, every checklist item—is linked together in one deal. This MCP connects your agent directly to the Dotloop platform so you don't have to jump between tabs or open multiple applications just to get a status update. You can ask it to list all current transactions across your profile and then drill down into specific deals.
It pulls up every participant involved, whether they are buyers, sellers, or agents, and shows their roles. Need to audit what happened last week? Ask for the full activity log. Or maybe you just need to know which folders exist for a closing package? The system finds it. Connecting this MCP through Vinkius means your agent handles all the data retrieval; you just talk naturally and get answers immediately.
019d8430-5236-7373-9018-984075acae7a 
How Dotloop MCP Works
- 1 Subscribe to this MCP and get your Dotloop Access Token.
- 2 Provide the required access token to your AI client in Vinkius.
- 3 Use natural language prompts—like 'What are my pending transactions?'—to start managing deals.
The bottom line is, you tell your agent what you need to know about a deal, and it finds the exact information across all Dotloop records.
Who Is Dotloop MCP For?
This is for anyone whose job involves managing multiple client transactions. If you spend your day jumping between contact lists, document folders, and status dashboards, this MCP saves time. It lets your agent handle the data retrieval so you can focus on closing deals.
Checks multiple deal documents to confirm all required forms (like disclosures) have been uploaded and signed.
Quickly checks the status of a participant's profile or reviews the activity log for a property they are pitching.
Audits historical activity across multiple loops and manages contact profiles within the brokerage directory.
What Changes When You Connect
- Check the full status of any deal, from initial listing to final close. Use get_loop_details and list_loops to see an immediate overview of all your active properties in one query.
- Never lose track of who's involved or what role they play. List all participants (buyers, sellers, agents) with list_loop_participants and manage profiles using add_loop_participant.
- Streamline document management by listing folders (list_loop_folders) and retrieving file metadata for every item in a loop using list_folder_documents.
- Keep your deals moving. Monitor checklists and tasks instantly with list_loop_tasks to see which items are overdue or completed.
- Audit any deal's history immediately. Use get_loop_activity to review the full chronological log of who did what and when, keeping compliance clean.
Real-World Use Cases
The Closing Checklist is a Mess
A coordinator needs to confirm that all closing documents are present. Instead of opening dozens of folders, they ask the agent: 'Show me all document folders and files for loop ID X.' The system uses list_loop_folders and list_folder_documents to give them an instant manifest.
Finding a Missing Contact
An agent needs the phone number of a seller who signed the contract last year. They ask: 'List all contacts for this profile.' The system uses list_profile_contacts, giving them access to the full directory without leaving their chat window.
Determining Deal Status
A broker needs a quick status check on 15 different properties. They prompt: 'List all my loops.' The agent uses list_loops, providing an immediate summary of every transaction and its current state.
Onboarding New Agents
A manager needs to see which agents are attached to a new deal. They prompt: 'Who are the participants for this loop?' The agent uses list_loop_participants, generating an accurate roster immediately.
The Tradeoffs
Mixing up roles and deals
Trying to find a document by asking, 'Show me the contract for John Smith.' This is too vague; it doesn't specify which deal or profile you mean.
→ Always specify the loop first. Start with: 'Get details for loop ID 12345,' then ask about documents within that specific context.
Ignoring the activity log
Assuming a deal is complete just because the task list looks empty. You miss out on knowing if someone even viewed it.
→ Always check the history. Use get_loop_activity to see who last interacted with the loop and when.
Only listing contacts
Running list_profile_contacts, but forgetting that a contact might be involved in an active deal.
→ Use list_loop_participants first. This filters the contact list down to only those people relevant to the specific transaction.
When It Fits, When It Doesn't
Use this MCP if your job requires tracking the full, multi-stage lifecycle of a property transaction—from initial listing details through participant changes, document signing, and final task completion. You need visibility into what happened inside the deal. Don't use it if you only need to look up general contact information for someone who has no active deals with your brokerage; in that case, simply using list_profile_contacts is enough. If you are building a complex process that requires cross-referencing property details against external accounting records, you'll need specialized integrations beyond just Dotloop.
Common Questions About Dotloop MCP
How do I find out what documents are needed for a loop using list_loop_folders? +
list_loop_folders shows all the organized document folders within a deal. After listing the folders, you can then request specific files inside them using list_folder_documents.
Can I add new people to a loop using add_loop_participant? +
Yes, add_loop_participant lets you quickly enroll buyers, sellers, or agents into an existing transaction. This keeps your records accurate without manual entry.
Does get_loop_activity show everything that has happened? +
It shows the full activity log for a loop. You can see who did what and when, giving you a complete audit trail of every action taken on the deal.
What if I need to check multiple profiles? Should I use list_profiles? +
list_profiles retrieves all accounts (brokerage, personal) connected to your login. You must then specify which profile you want to run the transaction checks against.
How do I use `list_loops` to filter for transactions that are currently 'Under Contract' or 'Pending'? +
Yes, you pass specific filters when calling list_loops. You can narrow the search by status (like 'Under Contract'). This lets you quickly target deals needing immediate attention without reviewing every loop record.
What key data points does `get_loop_details` provide beyond just a basic status update? +
It pulls comprehensive information, including the property address, initial closing date, and the main associated profile ID. This single call gives you a full snapshot of the deal's core metadata.
When I use `list_profile_contacts`, does it show every person in my entire directory? +
No, it lists only contacts within the specified profile's user directory. You must pass a valid Profile ID to restrict results; otherwise, you won't get data for unassociated records.
If I run `list_loop_participants` and the loop has no recorded participants yet, what should I expect? +
The tool returns a clean list indicating zero entries. It will not throw an error or fail. This means you can safely check for participants before attempting to add new ones.
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