Analyst-grade financial fundamentals and KPIs, every number linked back to the filing it came from.
Daloopa's hosted MCP endpoint gives AI assistants source-linked fundamentals, segment KPIs, guidance and SEC filing text for equity research work.
A Daloopa account with MCP access. Authentication is OAuth by default; headless clients can send an Authorization: Bearer or x-api-key header instead.
Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.
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.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| 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 |
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