generated: '2026-08-11'
method: searched
status: published
source: https://docs.daloopa.com/docs/daloopa-mcp
docs:
  introduction: https://docs.daloopa.com/docs/daloopa-mcp
  authentication: https://docs.daloopa.com/docs/mcp-authentication
  integrations: https://docs.daloopa.com/docs/mcp-integrations
  tool_prompts: https://docs.daloopa.com/docs/mcp-prompts
  prompt_library: https://docs.daloopa.com/docs/prompt-library
  skills: https://docs.daloopa.com/docs/skills
  api_vs_mcp: https://docs.daloopa.com/docs/api-vs-mcp
  privacy: https://docs.daloopa.com/docs/daloopa-privacy-and-data-collection-disclosure-for-mcp-access
  product_page: https://daloopa.com/products/mcp

server:
  name: daloopa
  transport: http
  protocol: Streamable HTTP
  url: https://mcp.daloopa.com/server/mcp
  hosted: true
  self_hostable: false
  runtime: uvicorn (observed in the Server response header)
  companion_server:
    name: daloopa-docs
    url: https://docs.daloopa.com/mcp
    purpose: >-
      A second, documentation-oriented MCP server ("Docs MCP Server") intended to help an LLM get up and
      running with the API and MCP server faster.
    probe: >-
      An anonymous JSON-RPC initialize against this endpoint was answered by the docs host's WAF with an
      HTML "This request is blocked by our firewall" page rather than a JSON-RPC response, so its tool
      list could not be enumerated anonymously. Recorded as blocked, not as absent.
  client_config_source: https://raw.githubusercontent.com/daloopa/daloopa-plugin-claude/main/.mcp.json

auth:
  methods: [oauth2, bearer_token, apikey_header]
  gated: true
  oauth2:
    spec: MCP authorization specification (2025-03-26)
    issuer: https://mcp.daloopa.com
    authorization_endpoint: https://mcp.daloopa.com/authorize
    token_endpoint: https://mcp.daloopa.com/token
    registration_endpoint: https://mcp.daloopa.com/register
    dynamic_client_registration: true
    grant_types: [authorization_code]
    response_types: [code]
    pkce: S256
    token_endpoint_auth_methods: [client_secret_post]
    scopes_supported: null
    discovery:
      authorization_server: well-known/daloopa-mcp-oauth-authorization-server.json
      protected_resource: well-known/daloopa-mcp-oauth-protected-resource.json
  bearer_token:
    mint_endpoint: https://mcp.daloopa.com/auth/token
    from: an existing Daloopa API key
    lifetime: 24h
  apikey_header:
    header: X-API-KEY
    note: Sent on every request; no token generation or refresh required.
  see: authentication/daloopa-authentication.yml

x-evidence:
  fetched: '2026-08-11'
  tools_list_probe:
    url: https://mcp.daloopa.com/server/mcp
    method: 'POST jsonrpc tools/list (anonymous)'
    http_status: 401
    body: Unauthorized
    www_authenticate: 'Bearer resource_metadata="https://mcp.daloopa.com/.well-known/oauth-protected-resource"'
    interpretation: >-
      A correct, spec-compliant MCP OAuth challenge. The live tool schemas (inputSchema) are auth-gated and
      require authenticated introspection. The tool NAMES and DESCRIPTIONS below are transcribed verbatim
      from Daloopa's published documentation, not fabricated, and their input contracts are inferred from
      the backing REST operations in mcp/daloopa-tool-crosswalk.yml.
  oauth_metadata_probe:
    - {url: 'https://mcp.daloopa.com/.well-known/oauth-authorization-server', http_status: 200, content_type: application/json}
    - {url: 'https://mcp.daloopa.com/.well-known/oauth-protected-resource', http_status: 200, content_type: application/json}
  service_openapi:
    url: https://mcp.daloopa.com/openapi.json
    http_status: 200
    note: >-
      The MCP host publishes its own OpenAPI 3.1.0 ("Daloopa MCP Service") covering the auth, consumption
      and discovery endpoints that surround the MCP transport. Saved to
      openapi/daloopa-mcp-service-openapi.json. Rendered docs at https://mcp.daloopa.com/redoc.

tool_count: 9
tools_source: https://docs.daloopa.com/docs/daloopa-mcp (Available Tools section)
tools:
- name: discover_companies
  category: discovery
  description: >-
    Locates companies within the Daloopa financial database by searching with either stock ticker symbols
    or company names. Returns the ticker symbol, complete corporate name, and unique company identifier
    required for accessing detailed financial data.
- name: discover_company_series
  category: discovery
  description: >-
    Retrieves the available financial metrics and data series for a specified company, filtered by keyword
    and time period. Displays all matching financial series along with their corresponding metric IDs,
    enabling targeted data extraction.
- name: discover_company_documents
  category: documents
  description: >-
    Lists the financial documents Daloopa has indexed for a company within specified calendar quarters —
    10-K, 10-Q and 8-K filings, earnings transcripts, news articles and company presentations. Each result
    returns its filing type, filing date, title and a unique document identifier.
- name: get_company_fundamentals
  category: fundamentals
  description: >-
    Extracts comprehensive financial fundamentals for a company across selected time periods and specific
    metrics — income statements, balance sheets, cash flow statements and additional financial metrics.
- name: get_document_content
  category: documents
  description: >-
    Retrieves the full processed text of a Daloopa-indexed document by identifier. Large filings are
    divided into named sections so a specific section (for example Risk Factors or MD&A) can be requested
    without returning the entire filing.
- name: search_documents
  category: documents
  description: >-
    Searches financial filings, transcripts and company presentations using keyword matching to extract
    qualitative insights across selected time periods — management commentary, forward guidance, risk
    factors and strategic initiatives.
- name: get_stock_prices
  category: market_data
  description: >-
    Retrieves daily OHLCV stock price data for one or more companies across a date or date range, enabling
    trading-multiple calculations (P/E, EV/EBITDA, Price/Book) and price performance analysis.
- name: list_skills
  category: skills
  description: >-
    Lists every available investing skill — the structured analysis, valuation and deliverable workflows
    Daloopa provides. Each entry returns the skill's slug, title, a description of what it produces, and
    the inputs it requires.
- name: get_skill
  category: skills
  description: >-
    Fetches the full instructions for a single investing skill with the caller's inputs substituted in,
    returning a complete skill template ready to follow.

prompts:
  published: true
  docs: https://docs.daloopa.com/docs/mcp-prompts
  note: >-
    Daloopa publishes its MCP tool prompts explicitly "for developers that are interested in building
    their own MCP on top of Daloopa's APIs" — instructions to the LLM covering financial comparisons,
    data presentation formatting and multi-step analytical processes. Publishing the prompt layer rather
    than only the tool list is uncommon and materially useful to anyone integrating.

skills_surface:
  note: >-
    The skills exposed through list_skills / get_skill are the SAME investing skills served over REST at
    GET /api/v3/investing-skills, and they overlap with the 21 Agent Skills Daloopa publishes as an
    open-source Claude Code plugin. Three delivery channels, one skill catalog.
  rest_operations: [list_investing_skills, retrieve_investing_skill]
  packaged_skills: skills/_index.yml

integrations:
  note: Works with any MCP-compatible client; docs name these explicitly.
  named_clients: [Claude, Claude Desktop, Cursor, Windsurf, Perplexity, OpenAI/ChatGPT]
  openai_apps:
    signal: >-
      The MCP service OpenAPI declares GET /.well-known/openai-apps-challenge, indicating an OpenAI Apps
      directory verification surface.
  docs: https://docs.daloopa.com/docs/mcp-integrations

partnerships:
  docs: https://docs.daloopa.com/docs/partnerships
  note: >-
    Partner-only workflow for provisioning trial accounts for Daloopa MCP users, backed by
    POST /api/v3/partnerships/user with BASE or PLUS monthly datapoint limits. Pre-accounts expire 30 days
    after creation.

source_attribution:
  note: >-
    Documented differentiator — "source location mapped to every output derived from a Daloopa datapoint".
    Every value an agent returns can be traced to the exact spot in the originating SEC filing.

cross_links:
  crosswalk: mcp/daloopa-tool-crosswalk.yml
  authentication: authentication/daloopa-authentication.yml
  well_known: well-known/daloopa-well-known.yml
  skills: skills/_index.yml