# Loopio MCP

> Loopio connects your entire RFP management workflow to your AI client. You stop clicking through dozens of tabs and start asking questions. Chat with your active proposals, search approved answers from your knowledge base, and manage team assignments—all conversationally.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** rfp-management, proposal-automation, knowledge-base, questionnaire-automation, sales-enablement, content-library

## Description

Dealing with RFPs or security questionnaires used to mean jumping between a dozen documents, copying specific requirements, and trying to remember which answer was approved last month. This MCP changes that. It lets you chat directly with the core data from your Loopio platform. Instead of manually compiling reports, ask your AI agent to list all overdue submissions or pull up the exact text for 'SOC 2 compliance.' If you're drafting a response, use the knowledge library tools to instantly find pre-approved answers before writing anything new. You can also spin up completely new projects and assign owners without touching any menus. By connecting this MCP via Vinkius, your AI client gets full visibility into your proposal lifecycle, turning tedious data management into a simple conversation.

## Tools

### create_submission
Starts a new RFP project instantly, setting the required name, deadline, and team owner.

### get_project
Retrieves detailed status information for one specific proposal or RFI by its unique ID.

### get_questionnaire_responses
Fetches the current answers and responses drafted for a specific question, or all questions in a project.

### list_libraries
Shows you which knowledge bases are available to search across your organization's approved Q&A entries.

### list_projects
Lists every ongoing proposal, RFI, and questionnaire project in your workspace so you can see the big picture.

### list_questionnaires
Displays all questions associated with a single project, helping you track which ones are answered versus pending.

### list_team_members
Lists every team member in Loopio so you can find their user ID for assigning ownership or collaboration.

### search_library
Searches the central knowledge library to find existing approved Q&A entries before drafting anything new.

## Prompt Examples

**Prompt:** 
```
Search the Loopio library for our approved response about SOC 2 compliance.
```

**Response:** 
```
Found 3 relevant entries in your Loopio library:
1. **SOC 2 Type II Certification** (98% match) — 'Our organization maintains SOC 2 Type II certification, audited annually by an independent third party...'
2. **Data Security Controls** (92% match) — 'We implement encryption at rest and in transit, with role-based access controls...'
3. **Compliance Framework** (87% match) — 'Our compliance program covers SOC 2, ISO 27001, and GDPR requirements...'
```

**Prompt:** 
```
Create a new RFP project called 'Acme Corp Security Assessment' with a deadline of March 15th.
```

**Response:** 
```
Successfully created new Loopio project:
- **Name**: Acme Corp Security Assessment
- **Status**: Not Started
- **Due Date**: 2025-03-15
- **Project ID**: 54321

The project is ready for team assignment and questionnaire responses. Would you like me to list available team members to assign an owner?
```

**Prompt:** 
```
Show me all open RFP projects and their completion percentage.
```

**Response:** 
```
Found 4 active projects in your Loopio workspace:
1. **Acme Corp RFP** — 78% complete (Due: Feb 28)
2. **Globex Security Questionnaire** — 45% complete (Due: Mar 10)
3. **Initech Vendor Assessment** — 92% complete (Due: Feb 20)
4. **Pied Piper RFI** — 15% complete (Due: Apr 01)

The Pied Piper RFI needs immediate attention with only 15% completion. Should I list its unanswered questions?
```

## Capabilities

### Find Approved Answers
Search the master knowledge library for pre-approved answers to technical questions.

### Track Proposal Status
View all active RFPs, RFIs, and questionnaires to check progress and due dates at a glance.

### Manage Projects
Create brand new proposal submissions instantly by setting the name, owner, and deadline.

### Review Question Details
Pull up specific questions or view which answers have already been drafted for a given project.

### Identify Team Members
List available team members to assign ownership and track who's working on what.

## Use Cases

### Finding Compliance Answers
A compliance officer needs the approved answer for 'SOC 2 Type II Certification.' Instead of searching three different manuals, they ask their agent to `search_library` and instantly pull up the precise, vetted text entry.

### Identifying Project Backlogs
The sales team lead needs an overview of all open work. They ask their agent to `list_projects`, which immediately returns a list showing low completion percentages and due dates for every active RFI or RFP.

### Starting New Work Fast
A proposal manager gets a new client request. Instead of manually creating the project, they ask their agent to `create_submission` with the client name and deadline, setting it up for team collaboration instantly.

### Checking Ownership
The account executive needs to know who is assigned to a specific proposal. They use the agent to query `list_team_members`, getting all available user IDs so they can assign ownership correctly.

## Benefits

- Instantly find answers: Use the `search_library` tool to query your approved knowledge base. You get exact, vetted text snippets instead of wasting time sifting through PDFs.
- Stay organized with project status: The `list_projects` tool shows you a dashboard view of all RFPs and their completion percentage, letting you flag anything overdue immediately.
- Eliminate manual setup: Use `create_submission` to spin up an entire new RFP project in seconds. You just provide the name, deadline, and owner, and it's ready for work.
- Track question progress: The combination of `list_questionnaires` and `get_questionnaire_responses` lets you see exactly which questions need answers without opening a single tab.
- Collaborate easily: Use `list_team_members` to identify who needs to be assigned ownership on an urgent project, ensuring accountability across teams.

## How It Works

The bottom line is you talk to your platform instead of navigating its menus.

1. Add this integration to your workspace and provide the Loopio Access Token from Settings -> API.
2. Your AI client authenticates with the MCP, giving it read/write access to all your proposal data.
3. You ask a natural language question—like 'What's the status of Acme Corp?'—and the agent executes the necessary tools and returns the structured answer.

## Frequently Asked Questions

**How does the Loopio MCP help with content consistency?**
The primary way is through the `search_library` tool. Instead of relying on memory or drafts, you query your master library for approved answers, ensuring every response uses vetted company language.

**Can I use the Loopio MCP to create a new RFP?**
Yes, you can use `create_submission` to spin up a brand new project. You just need to provide the name and deadline, and the platform handles the rest.

**What if I only want to check one proposal's status?**
You don't have to list everything. Use `get_project` with the specific project ID, and it pulls up all the current details for that single submission.

**Does the Loopio MCP handle team assignments?**
It helps you identify who can work on a project using `list_team_members`, giving you the necessary user IDs to assign ownership within Loopio.

**What is the difference between list_projects and list_questions?**
`list_projects` gives you an overview of the entire initiative (the project). `list_questionnaires` dives into one specific project to show all the individual questions it contains.