MCP For Claude Marketplace
Loopio

Loopio MCP Connector for Claude

A+

Connect your Loopio RFP platform to AI — search approved answers, manage proposal projects, and automate questionnaire responses naturally via chat.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Loopio RFP management platform to your AI agent to transform proposal workflows into intelligent, conversational processes.

What you can do

  • Browse Projects — List all your active RFPs, RFIs, and security questionnaires. Check progress, due dates, and completion status at a glance.
  • Search the Knowledge Library — Query your master library of pre-approved answers. Find exactly what you need before drafting new responses.
  • Review Questionnaire Responses — Fetch individual questions and their current answers from any project. Track what has been answered and what still needs attention.
  • Create New Submissions — Spin up new RFP projects instantly with name, deadline, company context, and owner assignment.
  • Manage Teams — List team members to identify who is available for project assignments and collaboration.

How it works

  1. Add this integration to your workspace.
  2. Provide your Loopio Access Token from Settings -> API.
  3. Chat with your RFP data using Claude, Cursor, or any compatible AI agent.

Who is this for?

  • Proposal Managers — ask the agent to search the library for approved answers about 'SOC 2 compliance' and instantly pull them into an active project.
  • Sales Teams — have the agent list all overdue RFPs, check their completion percentage, and identify which ones need immediate attention.
  • Security & Compliance — query existing security questionnaire responses to ensure consistency across vendor assessments without reinventing the wheel.
rfp-managementproposal-automationknowledge-basequestionnaire-automationsales-enablementcontent-library

8 tools expose this connector's capabilities to your AI agent.

create_submission

Requires a project name. Optionally accepts a description, company name, due date, project type, and owner ID. The project will be created in "Not Started" status and ready for team collaboration. Create a new RFP project/submission in Loopio

get_project

Use this to check the state of a specific RFP response. Get details of a specific Loopio project by ID

get_questionnaire_responses

If no entryId is provided, returns all entries and their current responses. Use this to review what answers have been drafted or finalized for RFP questions. Get responses for a specific questionnaire entry or all entries in a project

list_libraries

Each stack contains approved Q&A entries organized by category. Use this to discover which knowledge bases are available for searching. List all library stacks available in Loopio

list_projects

Each project represents an active RFP response or questionnaire. Use this to discover all ongoing and recent response initiatives. Optionally limit results with the limit parameter. List all Loopio projects (RFPs, RFIs, questionnaires) in your workspace

list_questionnaires

Each entry represents a question from an RFP, RFI, or security questionnaire that needs to be answered. Use this to understand the scope of a project and track which questions have been answered. List all questionnaire entries (questions) for a specific Loopio project

list_team_members

Use this to identify who is assigned to projects, find user IDs for assigning project ownership, or understand team composition. List all team members in your Loopio workspace

search_library

This is the primary way to find existing approved responses before drafting new answers. You can refine results with optional filters like tags, category, stack, and whether to search in questions or answers. Always use this before creating new library entries. Search the Loopio knowledge library for approved Q&A entries

See how to talk to your AI agent using Loopio.

Search the Loopio library for our approved response about SOC 2 compliance.

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...'

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

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?

Show me all open RFP projects and their completion percentage.

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?

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.

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