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Connectors / Sales · HTTP Connector
Automate Loopio with Tray.ai
Create a library entry, create a project and create a project section in Loopio. Connect Loopio to the rest of your sales stack with Tray.ai.
What can you do with Loopio on Tray.ai?
Loopio is RFP response software that keeps a shared library of approved answers and runs response projects for RFPs, security questionnaires, and proposals. Tray.ai connects to Loopio through the HTTP Connector, so your workflows can call the Loopio API alongside the rest of your stack.
- Create a project when an RFP opportunity reaches the proposal stage in your CRM.
- Update a library entry when your security team changes a policy answer in your compliance tracker.
- Search library entries from your team chat so reps find approved answers fast.
- Connects through
- HTTP Connector
- Authentication
- OAuth 2.0
- Base URL
- https://api.loopio.com/data/v2
Set it up
Connect Loopio to Tray.ai
Each step uses Loopio's own API details, from its documentation.
Step 1
Sign in to Loopio with OAuth 2.0
Set up an OAuth 2.0 authentication with the client ID and secret of an OAuth app you register with Loopio. Sign in once and every step reads the token from there.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.loopio.com/data/v2 as the base URL. Or paste a cURL example from Loopio's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “Search library entries”
It's one of 12 documented actions, under Library entries. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Get a library entry” and “Create a library entry” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
Give your AI agents Loopio tools
Build an MCP server on Loopio in Agent Gateway and choose which actions your agents can call. Every call runs with access control and an audit trail. How Agent Gateway works
- Search library entries
- Search projects
- Create a project section
- List users
- Get a library entry
- Create a library entry
- Update a library entry
- Get a project
What the Loopio API covers
4 resources and 12 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Library entries
- Search library entries
- Get a library entry
- Create a library entry
- Update a library entry
Projects
- Search projects
- Get a project
- Create a project
- Update a project
Project sections
- Create a project section
- Get project compliance sets
Users
- List users
- Get a user
Checked against Loopio's own documentation on 2026-10-22
How Tray.ai makes this work
Loopio plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 9,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Loopio — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Loopio actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Loopio data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More sales apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every sales connector →
Frequently asked questions
What can a Tray.ai workflow do in Loopio?
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The Loopio API documents 12 actions across 4 resources (Library entries, Projects, Project sections, Users). For example: Search library entries; Search projects; Create a project section. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Loopio?
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The Loopio API uses OAuth 2.0. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See Loopio working against your stack.
We'll walk through a tailored demo with your systems plugged in.
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