Daloopa MCP x Claude

Equip Claude Chat and Claude for Excel with Daloopa’s AI data infrastructure—audit-ready financial data across 6,000+ global tickers—for trustable outputs.
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Connect Daloopa to Claude

Why Teams Use Daloopa’s MCP with Anthropic's Claude

Comprehensive Financial Data
Access data for over 6,000 global tickers, with up to 10x more data points per ticker than other providers, giving Claude the data depth it needs to answer your questions.
Source-Linked for Auditability

Trace every data point back to its original public filing or source document, with unparalleled data accuracy, so every Claude output can be audited and defended.

AI-Ready Structure
Query structured financial data that Claude can compare and reason over reliably, with consistent formatting across every ticker and time period for more efficient AI workflows.

Use Cases: Common AI-Powered Financial Workflows

Prompt naturally, and if it matches one of our 20+ Daloopa Skills—specialized instructions for financial workflows—it automatically runs to produce a reliable output.
Create Tearsheets
Generate a one-page company overview covering key financials, operating metrics, valuation, and recent performance, returned as a formatted PDF report.
Cross-company Analysis
Compare financials, KPIs, and market data across a custom set of companies or an entire industry, returning structured comparisons.
Bull/bear Analysis
Build a structured bull, bear, and base case scenario framework for any covered company, analyzing the key drivers and KPIs behind each outcome.
Initiate coverage
Initiate coverage on any company with a single command, generating both a professional Word research note and a multi-tab Excel financial model simultaneously.
See How it Works

Connect to Daloopa within Claude in 3 Steps

Step 01

Add Daloopa as a Connector

In Claude, navigate to Settings → Connectors and select Daloopa.

Step 02

Authenticate Access

Log in and authorize access to your Daloopa data.

Step 03

Start Querying

Once connected, access Daloopa in Claude Chat and Claude for Excel to retrieve and analyze data across Daloopa’s structured dataset.

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EXPLORE DALOOPA'S MCP

Want to learn more about how Daloopa powers AI workflows?

Daloopa’s MCP connects structured, source-linked financial data directly into the AI tools your team already uses.

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