Dotloop MCP
Read-only MCP server for Dotloop that exposes safe read tools for accounts, profiles, loops, folders, documents, participants, tasks, activity, and templates.
README
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-leveldotloop==1.3.2coverage 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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