Challenge

In 2025, Anthropic launched Claude for Finance, an agentic enterprise solution designed for finance professionals. The product enables analysts to retrieve, analyze, and work with financial data through Claude’s language capabilities, with a focus on auditability and data precision.

As part of the product’s data ecosystem, Anthropic sought connectors that could provide high-quality fundamental data with clear source attribution, an important requirement for finance workflows where traceability matters.

Solution: Daloopa as a Critical Data Connector

Daloopa—the platform powering public equity professionals with trusted data infrastructure for AI and agentic workflows—was selected as one of the first data connectors for Claude for Finance, opening up many analytical use cases with its highly accurate and comprehensive dataset.

The integration allows Claude users who opt into the Daloopa connector to access fundamental data, including metrics beyond standard financial statements like guidance, KPIs, and segment data, all linked back to original sources for transparency and auditability.

To support the integration, Daloopa’s product team configured its API into a Model Context Protocol (MCP), Anthropic’s framework for connecting external data sources to Claude. This enabled Claude for Finance users to pull Daloopa’s data directly into their workflows.

“We are proud to be one of the first MCP connectors to Claude for Finance, and worked closely with the Anthropic team to ensure our MCP met their technical requirements. This is a great opportunity to provide additional value to our customers while also bringing our best-in-class data to a new audience of finance professionals.”

Thomas Li, CEO, Daloopa

Results: Key Use Cases Unlocked

Claude users with the Daloopa connector enabled can leverage the data for workflows including:

  • Industry and sector benchmarking
  • Research report creation
  • Inflection tracking
  • Financial data retrieval with source links
  • Complex quantitative analysis

“Daloopa provides high-quality, verified fundamental data that makes the analysis and creation capabilities of Claude for Finance stronger.”

Nicholas Lin, Product Lead, Claude for Finance

The Future: What’s Next

As Anthropic continues developing Claude for Finance, Daloopa’s team also continues to refine their MCP based on user feedback and evolving product requirements to help analysts do more and be more competitive. Ultimately, Daloopa and Anthropic will together drive adoption of AI agents in finance among institutional investors.

About Daloopa

Daloopa is the platform powering public equity professionals – delivering trusted financial data and AI automation across the investment research cycle. Its proprietary platform sources, structures, and distributes this historical financial dataset covering over 6,000 public companies globally. Analysts at the world’s top financial institutions trust Daloopa’s workflow solutions to save valuable time and accelerate their decision making. Daloopa also provides the critical AI data infrastructure that underpins the best financial agents and is trusted by the top global AI companies.

Explore Daloopa’s MCP