setup

name	setup
description	Walk through initial setup and authentication for this Daloopa starter kit

Walk the user through setting up this Daloopa starter kit step by step. 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: Install Python Dependencies

Check if required packages are installed. Offer to install them:

pip3 install -r requirements.txt

This installs: requests, beautifulsoup4, html2text, yfinance, openpyxl, python-docx, docxtpl, matplotlib, fredapi.

These are needed for market data, chart generation, Excel model building, and Word document rendering.

Step 3: Daloopa Authentication

Ask the user which authentication method they'd like to use:

Option A: OAuth (Recommended)

• The .mcp.json is already configured for OAuth
• On the next MCP tool call, a browser window will open for Daloopa login
• No additional configuration needed
• Just make sure they have a Daloopa account at daloopa.com

Option B: API Key

• Ask the user for their Daloopa API key
• Create/update .env with their key: DALOOPA_API_KEY=<their_key>
• Update the daloopa entry in .mcp.json to include the API key header (keep the daloopa-docs entry as-is):

{
  "mcpServers": {
    "daloopa": {
      "type": "http",
      "url": "https://mcp.daloopa.com/server/mcp",
      "headers": {
        "x-api-key": "${DALOOPA_API_KEY}"
      }
    },
    "daloopa-docs": {
      "type": "http",
      "url": "https://docs.daloopa.com/mcp"
    }
  }
}

• Tell them they'll need to restart Claude Code for the change to take effect

Step 4: Optional API Keys

Ask if they want to configure optional API keys for enhanced functionality:

FRED API Key (recommended for DCF/valuation work):

• Free at https://fred.stlouisfed.org/docs/api/api_key.html
• Used for risk-free rate in WACC calculations
• Without it, a default rate of 4.5% is used
• Add to .env: FRED_API_KEY=<their_key>

Step 5: Verify MCP Connection

This project 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.

Step 6: Verify Market Data

If the user has a market data MCP configured (e.g., a financial data provider with stock quote tools), test it by looking up AAPL.

If no market data MCP is available, fall back to the infra script: python infra/market_data.py quote AAPL This should return current price, market cap, etc.

Step 7: Create Word Template

Run: python scripts/create_template.py This creates the research note template at templates/research_note.docx.

Step 8: Quick Tour

Tell the user about the available slash commands:

Building Block Skills (markdown reports):

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

Investment Deliverables (.docx, .xlsx, .pdf):

• /research-note TICKER — Professional Word research note
• /build-model TICKER — Multi-tab Excel financial model
• /initiate TICKER — Both research note + Excel model (initiating coverage)
• /update TICKER — Refresh existing coverage with latest data
• /ib-deck TICKER — Institutional-grade pitch deck (HTML → PDF)

All output is saved to the reports/ directory.

Suggest they try /tearsheet AAPL as a quick first test to see everything working end-to-end.