Dotloop MCP

Dotloop MCP

Read-only MCP server for Dotloop that exposes safe read tools for accounts, profiles, loops, folders, documents, participants, tasks, activity, and templates.

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Dotloop MCP

Read-first MCP server for Dotloop.

This initial implementation wraps dotloop==1.3.2 behind service adapters and exposes safe read tools for account, profiles, loops, loop details, folders, documents, participants, tasks, activity, and templates. State-changing tools remain deferred by the planning docs under docs/planning/dotloop-mcp-buildout/.

MCP resources

  • dotloop://api-coverage-matrix: domain-level library and MCP exposure status.
  • dotloop://library-method-coverage: method-level dotloop==1.3.2 coverage generated from the installed package surface.

The local docs/ tree is intentionally ignored by this repo. Runtime coverage resources and make validate are self-contained for clean checkouts without local planning docs.

Install

uv sync

Configure

Set a local Dotloop access token outside version control:

export DOTLOOP_ACCESS_TOKEN="..."

The legacy DOTLOOP_API_KEY variable is also accepted because the underlying dotloop package uses that name.

Use .env.example for the supported non-secret variable names. Keep real values in your shell or a local ignored .env file. The server and live readiness check load DOTLOOP_* values from .env in the current working directory when those variables are not already exported. Set DOTLOOP_ENV_FILE to point at a different local env file.

Run

uv run python -m dotloop_mcp.cli stdio
uv run python -m dotloop_mcp.cli streamable-http --host 127.0.0.1 --port 8000 --path /mcp

Validate

make validate

Live checks are disabled by default and require explicit opt-in:

make live-readiness-check
make live-read-check

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