Conecte Loopio ao ChatGPT, Claude e Gemini

• 01 / 03Como criar novas propostas de RFP
• 02 / 03Como buscar respostas de RFP
• 03 / 03Como acompanhar o status de RFP

Dia mais rápido

807ms

Dia mais lento

1180ms

Tendência de 14 dias

Desacelerando+14%

Loopio Connector

Tudo pronto. Escolha seu cliente MCP e siga as instruções de configuração.

Link do conectorhttps://edge.vinkius.com/vk_preview_G403dFN5brTdpLLBNG9R5mzrvmzy4syEf06WJnud/mcpCopiar

Claude Desktop

Siga os passos abaixo para conectar em segundos.

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.

Configuração · claude_desktop_config.jsonCopiar

{
  "mcpServers": {
    "loopio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_G403dFN5brTdpLLBNG9R5mzrvmzy4syEf06WJnud/mcp"
    }
  }
}

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

Instruções passo a passo para cada cliente estão no guia. Como conectar

Configuração guiada para o Claude? Configurar Loopio no Claude e outras IAs

Veja todos os clientes de IA com quem este connector funciona ↑

• 01

  Gerentes de Propostas

  Podem buscar respostas aprovadas na biblioteca e inseri-las rapidamente em projetos ativos.

• 02

  Equipes de Vendas

  Podem monitorar RFPs atrasados e verificar o progresso de conclusão de cada proposta.

• 03

  Segurança e Compliance

  Podem consultar respostas de questionários existentes para garantir consistência em avaliações de fornecedores.

• 01

  How do I connect my Loopio data?

  You need to provide your Loopio Access Token, which you can find in your Loopio Settings under the API section. Once added, Vinkius hosts the connection so it is ready to use in your AI client.

• 02

  Which AI clients can I use with this MCP?

  You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I create new projects through the chat?

  Yes. You can use the create_submission capability to start new RFP projects by providing a name and deadline.

• 04

  Does this MCP search my entire Loopio library?

  Yes, the search_library capability allows your agent to query your master library of pre-approved answers.

• 05

  Can I see who is assigned to a project?

  Yes, you can use the list_team_members capability to see who is in your workspace and identify potential owners for projects.

• 06

  What authentication does Loopio require and where do I get my token?

  Loopio uses OAuth2 with Bearer token authentication. You need to generate an access token from your Loopio account under Settings -> API. The token provides secure, scoped access to your projects, libraries, and team data.

• 07

  Can the AI agent search and retrieve approved answers from my Loopio library?

  Yes. The search_library capability lets the agent query your master knowledge base using natural language. It searches across question text, answer text, and tags, returning the most relevant approved entries with their full content. This ensures your AI responses are always based on pre-approved, accurate information.

• 08

  Can I create new RFP projects programmatically through the AI agent?

  Absolutely. The create_submission capability allows the agent to spin up new Loopio projects with a name, description, company context, due date, and assigned owner. The project is created in 'Not Started' status and ready for immediate team collaboration and answer drafting.

• 09

  How do I track the progress of active RFPs across my workspace?

  Use list_projects to see all active initiatives with their current status, then drill into any project with get_project to check completion percentage, due dates, and ownership. You can also use list_questionnaires to see every individual question and which ones still need answers.

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