Daloopa MCP

Daloopa connects agents for Microsoft 365 Copilot directly to Daloopa's institutional-grade financial dataset, letting analysts, quants, and research squads pull audited fundamentals, time-series data, source documents, and stock prices in natural language. Built for equity analysts doing fundamental research, data teams building models that need clean and standardized financials, and corporate strategy or consulting teams benchmarking public companies. With Daloopa you can: discover companies by ticker or name; pull standardized fundamentals across hundreds of line items and periods; explore time series without re-tagging data; search and retrieve source filings — 10-Ks, 10-Qs, transcripts — with citations back to the original document; search across filings and documents by keyword to surface relevant disclosures and passages instantly; and get historical stock prices alongside the fundamentals that drive them. Every data point links back to its source, so answers from your agents are auditable rather than hallucinated. Requirements: an active Daloopa subscription is required and data access and coverage vary by plan; this app does not provide investment advice or trading signals; coverage is limited to public companies within Daloopa's covered universe. New to Daloopa? Request access at https://daloopa.com/demo. Already a customer? Follow the setup guide at https://docs.daloopa.com/docs/daloopa-mcp. For help, visit https://docs.daloopa.com or reach out to support@daloopa.com.