# Dotloop MCP MCP > 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. ## Overview - **Category:** real-estate - **Price:** Free - **Tags:** real-estate-tech, transaction-management, brokerage, proptech, electronic-signature ## Description 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. ## Tools ### 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_folder_documents Lists every document file inside a specified folder for a deal. ### list_loop_folders Retrieves the list of all organized document folders within a transaction loop. ### list_loop_participants Lists every person (buyer, seller, agent) attached to a specific deal. ### list_loop_tasks Shows all checklists and required to-do items for a particular deal. ### list_loops Retrieves a list of every transaction loop associated with the user's profile. ### list_profile_contacts Lists all contacts available in the main user directory for a specific profile. ### list_profiles Retrieves all personal and brokerage profiles connected to your account. ## Prompt Examples **Prompt:** ``` List all my active transaction loops. ``` **Response:** ``` Fetching loops... I found several active transactions, including '123 Main St' (Under Contract) and '456 Oak Ave' (Pre-Listing). Would you like to see the participants for any of them? ``` **Prompt:** ``` Show me the tasks for loop ID '78901'. ``` **Response:** ``` Retrieving tasks for loop '78901'... I found 5 items: 3 completed (Signed Disclosure, Inspection Scheduled) and 2 pending (Review Appraisal, Final Walkthrough). ``` ## Capabilities ### View all transactions List every property deal you're working on for a specific profile. ### Track participants See who is involved in a loop—buyers, sellers, and agents—and manage their profiles. ### Audit activity logs Review the full history of actions taken on any specific transaction or deal. ### Organize documents List all document folders and check metadata for every file associated with a loop. ### Check task status Monitor the progress of checklists and to-do items for any deal, noting what's done and what's pending. ## 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. ## Benefits - 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. ## How It Works 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. 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. ## Frequently Asked Questions **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.