setup

name	setup
description	Verify Daloopa MCP connection and show available skills

Walk the user through verifying their Daloopa plugin setup. Be conversational and helpful.

Step 1: Verify Claude Code

Confirm Claude Code is running (if the user is seeing this, it is — tell them they're good).

Step 2: Verify MCP Connection

This plugin connects to two Daloopa MCP servers:

• daloopa (mcp.daloopa.com/server/mcp) — Financial data (fundamentals, KPIs, SEC filings)
• daloopa-docs (docs.daloopa.com/mcp) — Daloopa knowledgebase (API docs, how-tos, usage help)

Run a quick test by calling discover_companies with a well-known ticker like "AAPL" to confirm the data MCP server is connected and responding. Show the user the result.

If this fails:

• Check that the .mcp.json file is properly configured
• The user may need to restart Claude Code after plugin installation
• On first use, OAuth will open a browser window for Daloopa login

Step 3: Quick Tour

Tell the user about the available slash commands:

Analysis Skills (all prefixed with /daloopa:):

• /daloopa:earnings-review TICKER — Full earnings analysis with guidance tracking
• /daloopa:tearsheet TICKER — Quick one-page company overview
• /daloopa:industry TICKER1 TICKER2 ... — Cross-company comparison
• /daloopa:bull-bear TICKER — Bull/bear/base scenario framework
• /daloopa:guidance-tracker TICKER — Track management guidance accuracy
• /daloopa:inflection TICKER — Auto-detect metric accelerations/decelerations
• /daloopa:capital-allocation TICKER — Buybacks, dividends, shareholder yield
• /daloopa:dcf TICKER — DCF valuation with sensitivity analysis
• /daloopa:comps TICKER — Trading comparables with peer multiples

Each skill generates a styled HTML report saved to the reports/ directory.

Suggest they try /daloopa:tearsheet AAPL as a quick first test.

Step 4: Note on Enhanced Features

Skills generate HTML reports to the reports/ directory. For additional output formats (Word documents, Excel models, PDF reports, pitch decks), chart generation, and projection engines, see the full project repo at github.com/daloopa/investing.