Dotloop

Dotloop MCP Connector for Claude

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Manage real estate transactions via Dotloop — list loops, manage participants, and oversee documents.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your AI agent to Dotloop, the leading real estate transaction management platform. This integration allows you to interact with your loops, manage participants, and oversee documents and tasks directly through natural conversation.

What you can do

  • Loop Oversight — List and retrieve detailed information for all your real estate transactions
  • Participant Management — Add, list, and update profiles for buyers, sellers, and agents involved in a loop
  • Document Organization — Explore folders and list metadata for all transaction documents
  • Task Tracking — Monitor the status of checklists and to-do items for each deal
  • Activity Auditing — Review the full activity log for any specific loop to see historical actions
  • Profile Control — Access multiple profiles (personal or brokerage) associated with your account

How it works

  1. Subscribe to this server
  2. Enter your Dotloop Access Token (obtained from the Dotloop Developer Center)
  3. Start managing your real estate deals through natural language

Who is this for?

  • Real Estate Agents — quickly check the status of loops and participants during a busy day
  • Transaction Coordinators — oversee document completion and task progress across multiple deals
  • Brokerage Administrators — audit activity and manage contacts within the brokerage profile
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10 tools expose this connector's capabilities to your AI agent.

add_loop_participant

Add a new participant to a loop

get_loop_details

Get comprehensive information for a specific loop

get_loop_activity

Retrieve the activity log for a specific loop

list_profile_contacts

List all contacts in the user directory for a specific profile

list_folder_documents

List all documents within a specific loop folder

list_loop_folders

List all document folders within a specific loop

list_loops

List all real estate transactions (loops) for a specific profile

list_loop_participants

List all participants (buyers, sellers, agents) in a specific loop

list_profiles

Retrieve all profiles (brokerages, associations, individual) associated with the user

list_loop_tasks

List all tasks and checklists for a specific loop

See how to talk to your AI agent using Dotloop.

List all my active transaction loops.

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?

Show me the tasks for loop ID '78901'.

Retrieving tasks for loop '78901'... I found 5 items: 3 completed (Signed Disclosure, Inspection Scheduled) and 2 pending (Review Appraisal, Final Walkthrough).

You must register as a developer at the [**Dotloop Developer Center**](https://info.dotloop.com/developers). Once your application is approved, you can utilize OAuth 2.0 to generate an access token for your account.

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