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Verify Daloopa MCP connection and show available skills
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Build an industry comp sheet Excel model with deep operational KPIs
Build a multi-tab Excel financial model
Generate an institutional-grade investment banking pitch deck (HTML)
Initiate coverage — generate both research note (HTML) and Excel model (.xlsx)
Generate a professional Word document research note
| name | setup |
| description | Verify Daloopa MCP connection and show available skills |
Walk the user through verifying their Daloopa plugin setup. Be conversational and helpful.
Confirm Claude Code is running (if the user is seeing this, it is — tell them they're good).
This plugin connects to two Daloopa MCP servers:
mcp.daloopa.com/server/mcp) — Financial data (fundamentals, KPIs, SEC filings)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:
.mcp.json file is properly configuredTell 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 multiplesEach skill generates a styled HTML report saved to the reports/ directory.
Suggest they try /daloopa:tearsheet AAPL as a quick first test.
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.