Daloopa MCP Server
Retrieves verified financial data and KPIs from SEC filings with every number traced to source.
Publisher
Daloopa
Product Details
Daloopa gives language models structured access to financial data across thousands of public companies, including income statements, balance sheets, cash flow statements, KPIs, and qualitative filings. Analysts, portfolio managers, researchers, and investment bankers ask plain-English questions and get cited answers, with every number traceable to its source SEC filing.
Users can pull 8 quarters of financials for earnings deep dives, benchmark margins and growth across competitors, build valuation models, track quarter-over-quarter inflections, and generate research reports. The connector discovers covered companies and their available metrics, retrieves normalized fundamentals across quarterly and annual periods, and runs keyword search across 10-K, 10-Q, and 8-K filings, earnings transcripts, and company presentations.
Key Use Cases
Audit-Ready Financial Fundamentals Benchmarking
Extracts auditable financial metrics directly from 10-K, 10-Q, and 8-K filings with line-item citations to accelerate valuation and peer comps.
Filings Qualitative Disclosure and Risk Analysis
Performs cross-filing keyword search across SEC reports, earnings transcripts, and presentations to track guidance revisions and emerging risk factors.
Explore detailed deployment path
Requires Gemini. Access integration prerequisites, specialized agent configuration guides, and implementation documentation.