generated: '2026-08-11'
method: searched
source: >-
  https://docs.daloopa.com/docs/overview and the Excel Add-In, Data Sheets and Scout documentation
description: >-
  Client-side and embeddable surfaces Daloopa ships, distinct from SDKs. Daloopa's "components" are not
  web components or an element library — its client-side delivery is an Office add-in and a set of hosted
  analytical surfaces. Recorded here because for this provider's buyers (analysts in Excel) the add-in IS
  the primary client, and the REST API is the secondary one.

component_count: 4
families:

- family: Office Add-In
  kind: office-js-addin
  host_application: Microsoft Excel
  distribution: Microsoft AppSource
  components:
  - name: Daloopa Excel Add-In
    docs: https://docs.daloopa.com/docs/using-daloopa-excel-add-in
    install_docs: https://docs.daloopa.com/docs/install-daloopa-excel-add-in
    security_docs: https://docs.daloopa.com/docs/excel-add-in-security-and-architecture
    capabilities:
    - Connect an existing financial model to Daloopa and auto-update it as new data publishes
    - Create rolled-up numbers from component line items
    - Supported calendar period formats for cell-level period references
    related_docs:
    - {name: Connecting Your Model to Daloopa, url: 'https://docs.daloopa.com/docs/connecting-your-model'}
    - {name: Create Rolled-Up Number, url: 'https://docs.daloopa.com/docs/daloopa-excel-add-in-create-rolled-up-number'}
    - {name: Supported Period Formats, url: 'https://docs.daloopa.com/docs/daloopa-supported-calendar-period-formats'}
    note: >-
      Daloopa publishes a dedicated security-and-architecture page for the add-in describing what it can
      and cannot access in a desktop environment, written for customer IT/infosec approval. That is a
      materially more responsible posture than most Office add-in vendors take.
    versioning: >-
      Self-updating through AppSource; no pinnable version is published.
      See packages/daloopa-packages.yml.

- family: Hosted analytical surfaces
  kind: prebuilt-dataset
  components:
  - name: Data Sheets
    docs: https://docs.daloopa.com/docs/data-sheets
    description: >-
      Pre-built Excel datasets covering 6,000+ global tickers — a ready-made spreadsheet surface rather
      than a programmatic one.
  - name: Scout
    docs: https://docs.daloopa.com/docs/scout
    prompt_library: https://docs.daloopa.com/docs/scout-prompt-library
    description: >-
      Daloopa's own AI agent for building financial models with source-linked data. A first-party agent
      surface that sits alongside the MCP server rather than replacing it — Scout is Daloopa's hosted
      agent, MCP is the bring-your-own-agent path.

- family: Model artifacts
  kind: generated-file
  components:
  - name: Company Excel model
    operation: download_company_model
    description: Pre-signed URL to download the Excel model file for a company.
  - name: Industry Excel model
    operation: download_industry_model
    description: Pre-signed URL to download the Excel model file for an industry model.
  note: >-
    Delivered as pre-signed URLs rather than response bodies, so a client must follow the URL in a second
    request.

not_present:
  web_components: false
  embeddable_widgets: false
  hosted_checkout_or_forms: false
  embedded_dashboards: false
  loader_libraries: false
  note: >-
    No JavaScript element library, no iframe-embeddable dashboard and no CDN-distributed loader. Nothing
    here is a browser component in the Stripe Elements sense; the pointer is emitted because the add-in and
    hosted surfaces are genuinely client-side software Daloopa ships, not because a component library exists.

cross_links:
  packages: packages/daloopa-packages.yml
  conventions: conventions/daloopa-conventions.yml