Skill
Community

setup

Install
1
Install the plugin
$
npx claudepluginhub anthropics/knowledge-work-plugins --plugin daloopa

Want just this skill?

Then install: npx claudepluginhub u/[userId]/[slug]

Description

Verify Daloopa MCP connection and show available skills

Tool Access

This skill uses the workspace's default tool permissions.

Skill Content

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 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.

Stats
Stars4
Forks0
Last CommitFeb 26, 2026

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