Loopio MCP server

Prebuilt SnapLogic agentic-tool pipelines that let an LLM read from and act on Loopio, callable as MCP tools via Pipeline Execute. Published in the SnapLogic pattern catalog.

Overview

This tool pack lets an agent browse, create, and update RFx projects (RFPs, DDQs, security questionnaires) in Loopio, including managing question entries, drafting answers, searching the answer Library for reusable content, and configuring compliance sets. Start by listing projects or searching to get an id, then use the other tools to act on it.

For setup instructions, see SnapLogic MCP Server quickstart.

Example Prompts

  • Create a 'Compliance Status' set on project 42 with Yes, No, Partial and N/A
  • Add a compliance set called 'Supported' with options Supported, Roadmap and Not Supported
  • Set up a Yes/No scoring scale on this questionnaire
  • Add a question to project 42 section 100: 'How do you handle data encryption?'
  • Create an entry for the encryption question and draft the answer as 'AES-256 at rest, TLS 1.3 in transit'
  • Add that question and assign it to Priya with Marc as reviewer
  • Add a new question under subsection 205 and mark it Yes on the compliance set
  • Insert a data-residency question into the Security section of this RFP
  • Delete compliance set 5 from project 42
  • Remove the duplicate scoring scale I created on this RFP

Tools

Tool Name Functions
LoopioCreateComplianceSet Create a compliance set with its option list on a Loopio project.
LoopioCreateProjectEntry Create a new question entry in a Loopio project, with optional answer, compliance selections and owners.
LoopioDeleteComplianceSet Delete a compliance set from a Loopio project.
LoopioGetLibraryEntry Fetch a full Loopio Library entry by id.
LoopioGetProject Fetch a single Loopio project by id, using the @wide field projection by default.
LoopioGetProjectEntry Fetch a single Loopio project entry by id.
LoopioGetProjectSummary Get Loopio's computed summary roll-up for a project.
LoopioListComplianceSets List the compliance sets defined on a Loopio project.
LoopioListProjectEntries List the question entries in a Loopio project, optionally scoped to a section.
LoopioListProjects List Loopio RFx projects, filtered by RFx type and owner.
LoopioSearchLibrary Free-text search of the Loopio answer Library.
LoopioUpdateComplianceSet Replace the label and options of an existing Loopio compliance set.
LoopioUpdateProjectEntry Update the question, answer, compliance selections or owners on a Loopio project entry.

Set up the MCP Server tools

  1. Download loopio_tools.zip.
  2. In SnapLogic Designer, open the target project space (or create one), then choose Import Project / Import Pipelines and select the downloaded loopio_tools.zip. Designer unpacks each pipeline into the project.
  3. Attach the required account to the connectivity snaps (see Connection Setup).
  4. Expose the project as an MCP server — each pipeline becomes a tool named after its label. New to this? Start with the MCP quickstart, then use the MCP Server Pipeline Builder to generate the server from the imported pipelines.

Configure account

Attach an API Suite account (OAuth 2.0 or Bearer token) to the HTTP Client snap in Designer after import.

These pipelines ship without credentials by design — attach a valid account in Designer before the tools will execute.

See the SnapLogic account documentation for this connector: API Suite Account Configuration.

Important: These pipelines ship without credentials by design — attach a valid account in Designer before the tools will execute. Credentials live in the SnapLogic account store, never in the pipeline JSON.

LoopioCreateComplianceSet

Creates a named compliance set with selectable scoring options on a Loopio project, such as a Yes, No, Partial, and N/A scale. Add one before marking entries against it when the project does not have the scale you need.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id the compliance set is created on.
label string —

Display name for the compliance set. Omitted from the request if blank.
options* string —

Selectable options for the set, e.g. [{text: 'Yes'}, {text: 'No'}].

* Required parameter.

Try asking:

  • Create a 'Compliance Status' set on project 42 with Yes, No, Partial and N/A
  • Add a compliance set called 'Supported' with options Supported, Roadmap and Not Supported
  • Set up a Yes/No scoring scale on this questionnaire

LoopioCreateProjectEntry

Adds a new question entry to a Loopio project under a specified section, with optional answer text, compliance selections, and ownership assignments. You can create a bare question and fill in the remaining details later.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id the entry is created in.
sectionId* string —

Numeric section id the entry belongs under.
subSectionId string —

Numeric subsection id, if the entry sits under one.
question* string —

Question text for the new entry.
answer_text string —

Draft answer text for the entry.
compliance_answers string —

Compliance option selections, e.g. [{complianceSetId, option}].
assignee string —

User the entry is assigned to.
reviewer string —

User who reviews the entry.

* Required parameter.

Try asking:

  • Add a question to project 42 section 100: 'How do you handle data encryption?'
  • Create an entry for the encryption question and draft the answer as 'AES-256 at rest, TLS 1.3 in transit'
  • Add that question and assign it to Priya with Marc as reviewer
  • Add a new question under subsection 205 and mark it Yes on the compliance set
  • Insert a data-residency question into the Security section of this RFP

LoopioDeleteComplianceSet

Removes a compliance set from a Loopio project, cleaning up scoring scales that are no longer needed. Use LoopioListComplianceSets first to confirm the correct id before deleting.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id the compliance set belongs to.
complianceSetId* string —

Numeric id of the compliance set to delete.

* Required parameter.

Try asking:

  • Delete compliance set 5 from project 42
  • Remove the duplicate scoring scale I created on this RFP
  • Get rid of the unused compliance set on project 1187

LoopioGetLibraryEntry

Retrieves the complete text of a Loopio Library entry by id, giving you the full stored answer rather than the snippet returned by a search. Use it after searching the Library to get the complete wording before quoting or reusing it.

Parameter Type Default Description
libraryEntryId* string —

Numeric Loopio library entry id.

* Required parameter.

Try asking:

  • Open library entry 12345 and show me the full answer
  • Give me the complete text of that SOC 2 library answer
  • Pull up entry 12345 so I can paste it into the RFP

LoopioGetProject

Retrieves the full record for a single Loopio project by id, including its name, type, status, and dates. Use it after identifying a project with LoopioListProjects to get the project's own attributes.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id.
fields string @wide

Loopio field projection for the response (default @wide).

* Required parameter.

Try asking:

  • Pull up the details for Loopio project 42
  • What's the status and due date on that RFP project?
  • Open project 1187 in Loopio and tell me who owns it
  • Get me the full record for the Acme DDQ project

LoopioGetProjectEntry

Retrieves the full record for a single Loopio project entry by id, including the question, answer, and any assignment and compliance state. Use it after a listing or search to get complete detail before quoting or editing the entry.

Parameter Type Default Description
projectEntryId* string —

Numeric Loopio project entry id.

* Required parameter.

Try asking:

  • Show me project entry 9876 in full
  • What's the current answer on that encryption question?
  • Pull up entry 9876 so I can check who it's assigned to

LoopioGetProjectSummary

Returns Loopio's computed summary roll-up for a project, covering overall tracking data rather than individual attributes. Use it when you want a high-level view of project progress rather than the project's own fields.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id to summarise.

* Required parameter.

Try asking:

  • Give me the summary for Loopio project 42
  • How is the Acme RFP tracking overall?
  • Show me the roll-up numbers for project 1187

LoopioListComplianceSets

Lists the compliance sets (named scoring option lists) defined on a Loopio project. Run it before marking entries to confirm which sets and options are available on that project.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id whose compliance sets are listed.

* Required parameter.

Try asking:

  • What compliance sets are set up on project 42?
  • Show me the answer options available for this questionnaire
  • Which compliance set IDs can I use on this RFP?

LoopioListProjectEntries

Lists the question entries in a Loopio project, optionally filtered to a section or subsection, with paging support. Use it to walk a questionnaire and find the entries you want to read, answer, or assign.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id whose entries are listed.
sectionId string —

Restrict the listing to a single section id.
subSectionId string —

Restrict the listing to a single subsection id.
page string 1

Page number of results to fetch (default 1).
pageSize string 50

Number of entries per page (default 50).

* Required parameter.

Try asking:

  • List all the questions in Loopio project 42
  • Show me the entries in the Security section of that RFP
  • Walk me through the questions in section 100, subsection 205
  • Get the next page of entries for project 42
  • How many questions are in this project? Pull them 50 at a time

LoopioListProjects

Lists RFx projects in the Loopio workspace, filterable by type (RFP, DDQ, RFI) and owner, with paging support. Start here to get the project id needed by every other project tool.

Parameter Type Default Description
rfxTypes string —

Comma-separated RFx types to filter by, e.g. RFP,DDQ. Omit for all types.
owners string —

Comma-separated project owners to filter by. Omit for all owners.
page string 1

Page number of results to fetch (default 1).
pageSize string 25

Number of projects per page (default 25).

Try asking:

  • Show me the RFP and DDQ projects we have open in Loopio
  • List all Loopio projects owned by Priya
  • Give me the first 50 projects instead of 25
  • What's on page 2 of our Loopio project list?
  • Find the security questionnaire projects and give me their IDs

LoopioSearchLibrary

Searches the Loopio answer Library with a free-text query and returns matching entries, paged for large result sets. Use it before drafting a new answer to find approved wording you can reuse in a project entry.

Parameter Type Default Description
q* string —

Free-text search query run against the Library.
page string 1

Page number of results to fetch (default 1).
pageSize string 25

Number of library entries per page (default 25).

* Required parameter.

Try asking:

  • Search the Loopio library for data security answers
  • Do we already have approved wording about SOC 2 compliance?
  • Find library entries mentioning disaster recovery
  • Search for 'penetration testing' and show me the top 25 hits
  • Look up our standard answer on GDPR data residency

LoopioUpdateComplianceSet

Updates the label and option list of an existing compliance set on a Loopio project, replacing both on every call. Read the current set with LoopioListComplianceSets first, as this is a full replacement rather than a partial update.

Parameter Type Default Description
projectId* string —

Numeric Loopio project id the compliance set belongs to.
complianceSetId* string —

Numeric id of the compliance set to update.
label* string —

Display name for the compliance set (sent on every update).
options* string —

Full replacement option list, e.g. [{text: 'Yes'}, {text: 'No'}].

* Required parameter.

Try asking:

  • Add an 'Unknown' option to compliance set 5 on project 42
  • Rename that compliance set to 'Requirement Coverage'
  • Change the options on set 5 to Yes, No, Partial, N/A and Unknown

LoopioUpdateProjectEntry

Updates one or more fields on an existing Loopio project entry, including question text, answer, compliance selections, assignee, and reviewer, with blank fields left unchanged. Use it for the everyday response workflow: dropping in a drafted answer, adjusting a compliance option, or reassigning an entry.

Parameter Type Default Description
projectEntryId* string —

Numeric Loopio project entry id to update.
question string —

New question text. Omit to leave unchanged.
answer_text string —

New answer text. Omit to leave unchanged.
compliance_answers string —

Compliance option selections, e.g. [{complianceSetId, option}].
assignee string —

User the entry is reassigned to.
reviewer string —

User who reviews the entry.

* Required parameter.

Try asking:

  • Update entry 9876 with this answer: 'We use AES-256 at rest and TLS 1.3 in transit'
  • Reassign project entry 9876 to Priya and set Marc as the reviewer
  • Mark that entry as Partial on the compliance set
  • Reword the question on entry 9876 to be clearer
  • Replace the draft answer on this entry with the approved library wording