Daloopa

Pull SEC-sourced fundamentals, filing text and stock prices, with a source link on every number.

Add to Agentman Studio

Opens Agent Studio, where connecting is one click. The connector URL below works in any MCP client.

Paste it into any MCP client. Setup docs

Resources

What the Daloopa connector does

The Daloopa MCP server connects Daloopa's fundamental financial database — line items extracted from SEC filings, investor presentations and transcripts — to Claude, ChatGPT and any MCP-compatible agent. Daloopa's documentation lists nine read-only tools covering company lookup, metric discovery, fundamentals, filing text and daily stock prices. Every datapoint carries a link back to the source document.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Daloopa tools (9)

  • discover_companies
  • discover_company_series
  • get_company_fundamentals

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • The licensing position is unresolved and you should resolve it yourself. Daloopa's public Terms of Use forbid exposing Content to open or public AI technology, forbid storing significant portions of it, and require that third-party providers not retain Content on their systems. The document never mentions MCP. Daloopa nonetheless ships this connector, so a separate agreement almost certainly governs — one we have not read, and which may modify those terms in either direction. Ask your account team which document controls.
  • No scopes exist, so consent cannot be narrowed. The authorization server metadata declares no scopes_supported, the RFC 9728 descriptor declares none, and the authorize endpoint's published schema accepts no scope parameter. Since the surface is read-only this costs less than it would elsewhere, but there is no way to grant fundamentals without also granting filing text.
  • We could not read tool schemas or safety annotations. The endpoint returned 401 to an anonymous request, so no parameter-level detail or annotation is published here. The read-only claim rests on Daloopa's written statement and its tool descriptions.
  • Anthropic's directory entry is stale by six tools. It lists three; Daloopa documents nine. A reader who sized this connector from the directory would not know it can read filing text or return stock prices at all.
  • Coverage is bounded by your subscription, and consumption is metered. Daloopa publishes endpoints for datapoint consumption, per-company series consumption and a monthly datapoint limit, so agent queries draw down a quota. Broad exploratory prompts are the expensive case.
  • Rate limits are 120 requests per minute across the account, with HTTP 429 on exceedance. Daloopa's own guidance is to batch and cache rather than retry.
  • The plugin skills reach outside Daloopa for market data. Beta, analyst targets and consensus estimates come from web search or another connected MCP server when Daloopa lacks them. Reports can mix sourced and searched figures, so read the attribution rather than assuming everything traces to a filing.
  • Two Daloopa MCP servers exist and are easily confused. The financial-data server is mcp.daloopa.com/server/mcp, the subject of this page. A separate documentation-search server runs at docs.daloopa.com/mcp and is advertised in Daloopa's own .well-known/mcp/server-card.json. Daloopa's plugin configures both. We did not handshake the docs server.
  • The vendor's own pages disagree with each other on counts. The MCP page says "Three tools" in prose above a list of nine; the integrations page says 11 skills where the skills page tabulates 21. Prefer the enumerated lists over the prose totals.
  • Skill file-writing behaviour is inconsistently documented. Daloopa's setup skill states reports are saved to a reports/ directory, while its research-note skill instructs the agent not to save to a file. In a filesystem-capable client such as Claude Code, expect that a skill may write into your working directory.

Frequently asked questions

How many tools does the Daloopa MCP server have?

Nine, according to Daloopa's own documentation. Anthropic's directory listed three when we snapshotted it, and a second Daloopa page lists seven. The nine-name list is the newest and the largest, so we publish it and label its source. Because the endpoint requires authentication we could not run a handshake to settle the disagreement ourselves.

Can the Daloopa connector change or delete anything in my account?

No, and Daloopa states this in writing. Its MCP privacy disclosure says MCP access is strictly read-only and that third parties cannot write to, upload to or modify Daloopa data through the protocol. Every one of the nine documented tools is a search or a fetch. The write endpoints Daloopa does operate live on its REST API, not on this server.

Do Daloopa's terms allow me to use its data in Claude or ChatGPT?

Daloopa's public Terms of Use say no, while Daloopa itself ships and promotes this connector. The Terms forbid exposing any Content to open or public AI technology and forbid storing significant portions of it. Those Terms never mention MCP. Subscribers are almost certainly covered by an Order Form instead, so check yours before assuming either answer.

Does the Daloopa MCP server give me source links for every number?

Yes, and the server instructs the model to include them. Every fundamental datapoint carries a fundamental_id, and Daloopa's published server instructions require the model to render figures as links to daloopa.com/src/ plus that ID. Those instructions also tell the model never to fabricate an ID and to omit the link when none exists.

What OAuth scopes does Daloopa's MCP server request?

None whatsoever. Daloopa's authorization server metadata omits scopes_supported entirely, its RFC 9728 resource descriptor omits it too, and the published OpenAPI schema for the authorize endpoint does not accept a scope parameter at all. Consent is all-or-nothing access to whatever companies your Daloopa subscription already covers.

Can I connect Daloopa to Claude Code without doing an OAuth flow?

Yes, with a header. Daloopa documents three authentication methods: an OAuth login, a 24-hour bearer token generated from an API key, and direct API-key authentication using an X-API-KEY header sent with every request. The header approach needs no token refresh, and Daloopa publishes the exact claude mcp add command for each.

What are Daloopa's MCP rate limits?

Daloopa documents 120 requests per minute counted across your whole account, with HTTP 429 returned once you exceed it. Its guidance is to batch identifiers into single calls, cache company and series structure, and pace requests at roughly two per second. Separately, your plan carries a monthly datapoint limit that the connector consumes against.

Do Daloopa's skills make the agent search the web?

Yes, by design, in the plugin distributions. Daloopa's published skill files tell the agent to source market data from Daloopa first, then from any other MCP server you have connected, then from web search for figures like beta and analyst targets. So a Daloopa-branded report can contain numbers Daloopa never supplied.

Sources

More Finance connectors

  • Affinity

    Search your CRM, prep for meetings and update deal records from your AI assistant.

  • Aiera

    Pull earnings-call transcripts, event calendars, SEC filings and company publications into your AI assistant.

  • Airwallex Developer

    Search Airwallex documentation and exercise a sandbox account from an AI agent.

Browse all MCP connectorsClaude and ChatGPT setup guideBrowse AI skills

Product names and logos belong to their owners. Agentman is not affiliated with a connector's maker unless the page says the connector is built and run by Agentman.

Use it in an agent

Put Daloopa to work.

Connect Daloopa once and your agents call these tools on their own: on a schedule, in a workflow, with nobody at the keyboard.

Open in Agentman Studio
Call (650) 285-1019Our AI receptionist answers.