setup

Verify Daloopa MCP connection and show available skills

6 stars

bydaloopa

View on GitHub Installation ↓

Best use case

setup is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Verify Daloopa MCP connection and show available skills

Teams using setup should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

You only need a quick one-off answer and do not need a reusable workflow.
You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/setup/SKILL.md --create-dirs "https://raw.githubusercontent.com/daloopa/plugin/main/skills/setup/SKILL.md"

Manual Installation

Download SKILL.md from GitHub
Place it in .claude/skills/setup/SKILL.md inside your project
Restart your AI agent — it will auto-discover the skill

How setup Compares

Feature / Agent	setup	Standard Approach
Platform Support	Not specified	Limited / Varies
Context Awareness	High	Baseline
Installation Complexity	Unknown	N/A

Frequently Asked Questions

What does this skill do?

Verify Daloopa MCP connection and show available skills

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

Walk the user through verifying their Daloopa plugin setup. Be conversational and helpful.

## Step 1: Verify Claude Code
Confirm Claude Code is running (if the user is seeing this, it is — tell them they're good).

## Step 2: Verify MCP Connection
This plugin connects to two Daloopa MCP servers:
- **daloopa** (`mcp.daloopa.com/server/mcp`) — Financial data (fundamentals, KPIs, SEC filings)
- **daloopa-docs** (`docs.daloopa.com/mcp`) — Daloopa knowledgebase (API docs, how-tos, usage help)

Run a quick test by calling `discover_companies` with a well-known ticker like "AAPL" to confirm the data MCP server is connected and responding. Show the user the result.

If this fails:
- Check that the `.mcp.json` file is properly configured
- The user may need to restart Claude Code after plugin installation
- On first use, OAuth will open a browser window for Daloopa login

## Step 3: Quick Tour
Tell the user about the available slash commands:

**Analysis Skills** (all prefixed with `/daloopa:`):
- `/daloopa:earnings-review TICKER` — Full earnings analysis with guidance tracking
- `/daloopa:tearsheet TICKER` — Quick one-page company overview
- `/daloopa:industry TICKER1 TICKER2 ...` — Cross-company comparison
- `/daloopa:bull-bear TICKER` — Bull/bear/base scenario framework
- `/daloopa:guidance-tracker TICKER` — Track management guidance accuracy
- `/daloopa:inflection TICKER` — Auto-detect metric accelerations/decelerations
- `/daloopa:capital-allocation TICKER` — Buybacks, dividends, shareholder yield
- `/daloopa:dcf TICKER` — DCF valuation with sensitivity analysis
- `/daloopa:comps TICKER` — Trading comparables with peer multiples

Each skill generates a styled HTML report saved to the `reports/` directory.

Suggest they try `/daloopa:tearsheet AAPL` as a quick first test.

## Step 4: Note on Enhanced Features
Skills generate HTML reports to the `reports/` directory. For additional output formats (Word documents, Excel models, PDF reports, pitch decks), chart generation, and projection engines, see the full project repo at [github.com/daloopa/investing](https://github.com/daloopa/investing).