Company fundamentals and filing text, each figure linked to its source.
Built for analysts' models, it returns reported series, segment KPIs and the filing text behind them, and every figure from a Daloopa datapoint maps back to where it appears in the source document.
What it is
A remote MCP server Daloopa runs at mcp.daloopa.com/server/mcp. It connects your assistant to Daloopa's financial database of company fundamentals, filings, transcripts and presentations. You need a Daloopa account to use it.
What you get
- Companies found by ticker or name
- The financial series a company reports, such as segments and KPIs, searched by keyword and period
- Income statement, balance sheet and cash flow values for chosen periods
- 10-K, 10-Q and 8-K filings, earnings transcripts and presentations listed, searched and read section by section
- Daily stock prices (open, high, low, close, volume) for one or more companies
- Ready-made investing workflows, such as earnings reviews, DCFs, comps and tearsheets
Requirements
A Daloopa account, signed in with your Daloopa email and password or a Daloopa API key. In a Claude organization an admin may need to add the connector first. Daloopa gives steps for Claude, ChatGPT, Microsoft 365 Copilot, Gemini Enterprise, Perplexity and several finance tools.
Setup effort
Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen