Daloopa captures the quantitative side of public company disclosures — financials, KPIs, guidance — across more than 6,000 global tickers. Daloopa’s MCP now adds two document capabilities to bring in the qualitative side: document access to retrieve company documents and keyword search to surface relevant passages across those documents. Both run as tool calls within your connected AI assistant, so you can go from a research question to the source text without leaving the conversation.
What It Is and Where to Find It
Keyword search finds relevant passages across company documents and transcripts by keyword, returning results with surrounding context and filterable by company, document type, and date range. Document access retrieves the full text of a document directly in your AI session. Both cover US SEC filings, press releases, and investor presentations. Keyword search also includes earnings transcripts for US coverage. Daloopa users can access both through any MCP-supported LLM, including Claude, ChatGPT, Microsoft 365 Copilot, and Perplexity.
Key Use Cases
1. Tracking how management language shifts across quarters
An analyst monitoring tariff exposure across a coverage universe needs to know not just which companies mentioned tariffs in their most recent 10-Q, but how that language has changed quarter over quarter. Keyword search returns matched passages with surrounding context, so you can compare how a company characterized the same risk factor in Q1 versus Q3 without opening each filing manually.
2. Screening a portfolio for a specific risk factor across filings
A portfolio manager wants to know which of their 30 holdings explicitly addressed supply chain concentration in their most recent annual filing. Running that manually means opening 30 10-Ks and searching each one. Via Daloopa MCP, you can ask your AI assistant to run that search across your coverage and get back results with surrounding context for each match.
3. Building a full research session around a single company
An analyst initiating coverage needs the full MD&A from the most recent 10-K, the latest earnings release, and the most recent investor day presentation, all alongside structured financial data. Document access retrieves the complete text of each document directly in your session, so the source material is in context without uploading files or switching between tools.
4. Searching earnings transcripts and filings side by side
During earnings season, an analyst wants to know what management actually said on the call, not just what appeared in the press release. Keyword search across US earnings transcripts surfaces the exact passage where a term like “tariffs,” “demand normalization,” or “margin recovery” was used, with surrounding context. You can run the same search across the corresponding filings to see whether the language in the transcript matches what was disclosed in the 10-Q.
How This Enhances Your Research Workflow
The combination of keyword search and document access closes the gap between structured data and source text. Both capabilities bring source text into the same session as your financial data — earnings transcripts, SEC filings, and press releases alongside the numbers, without switching tools or uploading documents. And because both work across your full coverage universe, a question that would have meant opening dozens of filings manually becomes a single request, with results returned in context so you can evaluate relevance without reading each document in full.
Get Started
Keyword search and document access are available now in Daloopa MCP. If you are a Daloopa user and have not connected this yet, view our documentation here. If you are interested in becoming a Daloopa customer, request a demo here.
