Analyst-grade financial fundamentals and KPIs, every number linked back to the filing it came from.
Connect Daloopa to Claude, Cursor or any other MCP client and it stops being a tab you switch to. Daloopa's hosted MCP endpoint gives AI assistants source-linked fundamentals, segment KPIs, guidance and SEC filing text for equity research work. The daloopa mcp server is what makes that connection.
Daloopa's hosted MCP endpoint gives AI assistants source-linked fundamentals, segment KPIs, guidance and SEC filing text for equity research work.
The toolset is worth reading before you wire it up, because it tells you what the integration is really for:
discover_companies — Resolve a ticker or company name to Daloopa's ticker, corporate name and internal company IDdiscover_company_series — List the financial metrics and data series Daloopa tracks for a given companydiscover_company_documents — Enumerate indexed documents for a company — 10-K, 10-Q, 8-K, transcripts and investor presentationsget_company_fundamentals — Return income statement, balance sheet and cash flow values for the requested metrics and periodsget_document_content — Fetch the full text of an indexed document, with section-level access so large filings stay manageablesearch_documents — Keyword search across filings and transcripts for qualitative detail on guidance, strategy and riskget_stock_prices — Retrieve daily OHLCV price history for valuation multiples and price-based analysislist_skills — List Daloopa's structured analysis workflows with their slugs, titles and required inputsget_skill — Fetch the full step-by-step instructions for a named investing skill such as a DCF or comps buildBecause this one is hosted, setup is mostly authentication — you point your client at the endpoint and approve access. Nothing runs on your machine, so there is no runtime to keep patched.
Configuration is passed through the environment: DALOOPA_MCP_TOKEN. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.
A Daloopa account with MCP access. Authentication is OAuth by default; headless clients can send an Authorization: Bearer or x-api-key header instead.
Among the knowledge and memory options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Daloopa's toolset — discover_companies, discover_company_series, discover_company_documents and 6 more — is a fair guide to whether it matches your workflow. It is maintained by Daloopa rather than a third party, which usually means auth handling and breaking changes are dealt with faster.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
Ask the assistant to resolve a set of tickers, pull the same margin and growth series for each, and lay them side by side. Every cell traces back to a filing, so the output is reviewable rather than merely plausible.
Search transcripts and 8-Ks for guidance language across several quarters, then pair the qualitative shift with the reported fundamentals for the same periods.
Retrieve a Daloopa skill definition first so the model follows a fixed workflow, then let it populate the template from the fundamentals and price tools.
| Tool | What it does |
|---|---|
| discover_companies | Resolve a ticker or company name to Daloopa's ticker, corporate name and internal company ID. |
| discover_company_series | List the financial metrics and data series Daloopa tracks for a given company. |
| discover_company_documents | Enumerate indexed documents for a company — 10-K, 10-Q, 8-K, transcripts and investor presentations. |
| get_company_fundamentals | Return income statement, balance sheet and cash flow values for the requested metrics and periods. |
| get_document_content | Fetch the full text of an indexed document, with section-level access so large filings stay manageable. |
| search_documents | Keyword search across filings and transcripts for qualitative detail on guidance, strategy and risk. |
| get_stock_prices | Retrieve daily OHLCV price history for valuation multiples and price-based analysis. |
| list_skills | List Daloopa's structured analysis workflows with their slugs, titles and required inputs. |
| get_skill | Fetch the full step-by-step instructions for a named investing skill such as a DCF or comps build. |
claude mcp add --transport http --scope user daloopa https://mcp.daloopa.com/server/mcp
claude mcp login daloopaA Daloopa account with MCP access. Authentication is OAuth by default; headless clients can send an Authorization: Bearer or x-api-key header instead.
| Variable | Description | Required |
|---|---|---|
| DALOOPA_MCP_TOKEN | Optional bearer token used instead of the interactive OAuth flow. Pass it as an Authorization header in headless or server-side setups.e.g. dlp_live_xxxxxxxxxxxxxxxx | Optional |
A knowledge graph your assistant keeps between sessions — entities, relations and observations that persist.
Kill hallucinated APIs — version-accurate, up-to-date library documentation injected straight into context.
Your workspace, on speaking terms with AI — search, read and write Notion pages and databases.
A structured scratchpad for hard problems — stepwise reasoning with revisions, branches and visible logic.
Symbol-level code navigation, refactoring and memory for coding agents — the IDE brain your assistant has been missing.
Chat with your second brain — search, read and write vault notes through the Local REST API.