setup

name	setup
description	Verify Daloopa MCP connection and show available skills

Walk the user through verifying their Daloopa setup for Codex or ChatGPT. Be conversational and helpful.

Step 1: Verify Runtime

Confirm the user is working in Codex, ChatGPT, or another OpenAI environment that can use skills. Explain that this skill checks whether the Daloopa MCP tools are available.

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 .mcp.json is present and configured for the Daloopa MCP servers.
• In Codex, reinstall or reload the plugin after changing MCP configuration.
• In ChatGPT, verify that the Daloopa MCP connector or equivalent tool access is enabled.
• If the server returns 401 or Reauthentication required, restart the Daloopa OAuth/login flow in the current environment.
• On first use, OAuth may open a browser window for Daloopa login.

Step 3: Quick Tour

Tell the user about the available analysis skills. Use natural-language examples such as:

• "Create a tearsheet for AAPL."
• "Review MSFT earnings and guidance."
• "Build a DCF valuation for NVDA."
• "Create an industry comp sheet for AAPL and peers."

Each reporting skill saves generated files to the reports/ directory when file access is available.

Step 4: Note on Enhanced Features

For file-heavy workflows such as Word research notes, Excel models, and pitch decks, use the local document, spreadsheet, or presentation generation workflow available in the current OpenAI environment. If a file cannot be generated in the current environment, provide the complete structured content and explain the limitation.