Daloopa MCP Server

Daloopa MCP is a provider-hosted remote MCP server that gives LLMs and AI agents access to Daloopa's financial database, covering 5,500+ global tickers with KPIs and fundamentals sourced from SEC filings, earnings transcripts, press releases, and investor presentations. Every data point is hyperlinked back to its source document, supporting auditability for investment research, modeling, and due diligence workflows.

The server exposes five tools for company discovery, metric catalog lookup, fundamentals retrieval (income statement, balance sheet, cash flow), stock price (OHLCV) data, and keyword search across filings and transcripts. It is LLM-agnostic and works with Claude, OpenAI, Perplexity, Cursor, Windsurf, VS Code Copilot, and any client that implements the MCP Standard Protocol over Streamable HTTP.

Daloopa also maintains an optional companion repository, daloopa/investing, which bundles the MCP configuration with Claude Code skills for earnings analysis, valuation, comparables, and M&A workflows. Authentication is OAuth by default with a browser-based login on first tool call, and an API key option is available for headless environments.

Tools

Prerequisites

• A Daloopa account (sign up at daloopa.com)
• An MCP-compatible client (Claude Desktop, Cursor, Windsurf, VS Code with Copilot, etc.)

Server URL

https://mcp.daloopa.com/server/mcp

Authentication is OAuth by default: a browser window opens on your first tool call so you can sign in with your Daloopa credentials. No API key is required for interactive use.

Claude Desktop

In Claude Desktop, open Settings > Connectors and add the Daloopa connector, then authenticate with your Daloopa account. Connectors sync automatically from claude.ai.

Cursor

Add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "daloopa": {
      "url": "https://mcp.daloopa.com/server/mcp"
    }
  }
}

For headless or API key authentication, add a Bearer token header:

{
  "mcpServers": {
    "daloopa": {
      "url": "https://mcp.daloopa.com/server/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_DALOOPA_MCP_TOKEN"
      }
    }
  }
}

VS Code (Copilot)

Add to .vscode/mcp.json. Note the servers key and explicit type:

{
  "servers": {
    "daloopa": {
      "type": "http",
      "url": "https://mcp.daloopa.com/server/mcp"
    }
  }
}

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json. Note the serverUrl field:

{
  "mcpServers": {
    "daloopa": {
      "serverUrl": "https://mcp.daloopa.com/server/mcp"
    }
  }
}

Optional: Claude Code with investing repo

Daloopa publishes a companion repo with preconfigured .mcp.json and Claude Code skills:

git clone https://github.com/daloopa/investing.git && cd investing
pip3 install -r requirements.txt
claude
/setup

The /setup command walks through OAuth and adds both the daloopa (financial data) and daloopa-docs (API documentation) servers.

• Build three-statement financial models by pulling Income Statement, Balance Sheet, and Cash Flow data for any covered ticker across multiple periods.
• Run competitor benchmarking by retrieving KPIs and non-GAAP metrics for a peer set and comparing quarter-over-quarter inflections.
• Generate earnings recap memos by searching transcripts and 10-Qs for management commentary, guidance, and segment color.
• Compute trading multiples and valuation comps using OHLCV price data combined with fundamentals.
• Power due diligence research with auditable, source-linked data points pulled directly from SEC filings.

• "Find the Daloopa company ID for NVIDIA and list all available revenue segment metrics."
• "Pull quarterly revenue, gross margin, and operating income for AAPL, MSFT, and GOOGL for the last 8 quarters."
• "Search Tesla's most recent earnings transcripts for management commentary on Cybertruck production guidance."
• "Get daily closing prices for AMZN from Jan 1 2024 through today and compute a 50-day moving average."
• "Build a comp table for the top 5 semiconductor companies using TTM revenue, EBITDA margin, and current EV/EBITDA multiples."

• Official, provider-hosted remote MCP server with OAuth authentication and no self-hosting required.
• Every data point hyperlinks back to its source filing for auditability, with Daloopa claiming >99% accuracy.
• Broad coverage across 5,500+ global tickers spanning fundamentals, KPIs, non-GAAP metrics, OHLCV prices, and qualitative filings/transcripts.
• Works across Claude, Cursor, Windsurf, VS Code Copilot, and any MCP-compliant client.

• Requires a Daloopa account; full data access is a paid product gated behind enterprise/marketplace access.
• Read-only by design; the server does not support writing back models or annotations.
• Coverage is focused on public companies, so private company fundamentals, alt data, and cryptocurrency assets are out of scope.

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