Pair Fundamental Data with Expert Insights in Your AI Workflow Via Daloopa’s MCP
A company’s results show how it performed in a quarter, but they rarely explain why. That context usually comes from experts with direct industry or company experience, and gathering it means scheduling expert calls or searching a separate library of expert call transcripts.
Daloopa’s MCP now includes Heron AI Events from Heron Intelligence: AI-conducted expert interviews with former employees, suppliers, customers, and industry insiders that follow market-moving events, most often earnings releases.
Analysts can access these expert interviews in Claude, ChatGPT, or another AI platform connected to Daloopa’s MCP and pair them with Daloopa’s audit-ready fundamental data. The interviews provide additional qualitative context beyond the company’s own earnings call or management commentary, helping analysts better understand the trends behind the numbers.
How Analysts Use Expert Interviews
1. See What’s Driving the Quarter
During earnings season, analysts can pair a company’s fundamentals with expert commentary on areas such as demand, pricing, and execution. An analyst covering AMZN, for example, can pull AWS revenue and operating income for the last eight quarters, then ask what experts said about AWS demand following the latest earnings release. Instead of looking at the numbers in isolation, the analyst can add qualitative context to the trends emerging in the data.
2. Prepare Sharper Questions for Management
Before a management meeting or the next earnings call, analysts can review the issues experts highlighted following the previous quarter. This can surface specific areas to investigate further and help analysts prepare more targeted questions based on perspectives from former employees, customers, suppliers, and other industry experts.
3. Pressure-Test a Thesis
Analysts can compare the assumptions in their models with what experts are seeing in the market. If a thesis assumes improving pricing, accelerating demand, or a slowdown in a key segment, expert commentary can provide another perspective to test that assumption. Analysts can also compare commentary across companies to identify where expert views on an industry trend converge or diverge.
By bringing verified fundamentals and expert perspectives into the same AI workflow, Daloopa helps analysts move from the numbers to the context behind them faster, without sacrificing the rigor investment research requires.
How to Access Expert Interviews
Heron AI Events is available by opt-in at the company level. If you ask your AI assistant about expert interviews before your firm has opted in, you’ll be prompted to contact Daloopa to enable access. Once your firm opts in, transcripts are available to all users at your firm.
See example prompts for expert interviews to get started, or learn more about Daloopa’s MCP.
