Introduction

What is MCP?

Model Context Protocol (MCP) is an open standard that creates a unified way for large language models to connect with external applications and data sources. Rather than having each AI system use different methods to access tools and information, MCP establishes a common framework for these interactions. This protocol enables bidirectional communication, allowing AI models not only to retrieve data from various sources but also to perform actions within connected applications. Essentially, MCP serves as a standardized interface that streamlines how AI agents work with external resources and tools.

Daloopa's MCP

Daloopa’s MCP allows our best-in-class data to be flexibly and securely accessed by LLMs, for use in various AI applications. Our MCP enables LLMs to communicate effectively with our database and gives systematic instructions to our client’s LLM on how to query and pull our data into their systems. This means that LLM’s can efficiently digest Daloopa’s vast and deep fundamental database, without overloading their system, saving our clients significant time and resources. AI agents won’t spend time generating inaccurate data, and can focus on generating actionable insights instead.

Highlights

Remote MCP using Streamable HTTP Protocol with a URL that integrates into your LLM
Compatible with all LLMs that follow MCP Standard Protocol (Claude and OpenAI LLM APIs)
Source location mapped to every output derived from a Daloopa datapoint.
Three tools that enable your AI agent to:
- Find all companies covered by Daloopa;
- Search for specific series, metrics and line items for target companies;
- Fetch values of identified series.

Server

Remote Daloopa's MCP Server URL: https://mcp.daloopa.com/server/mcp

To integrate the Daloopa MCP server with compatible applications, configure your MCP client using the provided server URL. This remote server connection enables direct access to Daloopa's comprehensive financial database through the standardized MCP protocol.

Available Tools

discover_companies: Locates companies within the Daloopa financial database by searching with either stock ticker symbols or company names. This function returns essential company information including the ticker symbol, complete corporate name, and unique company identifier required for accessing detailed financial data.

discover_company_series: Retrieves the complete catalog of available financial metrics and data series for a specified company. Using the company's unique identifier and relevant search terms, this tool displays all accessible financial series along with their corresponding metric IDs, enabling targeted data extraction to streamline the data processing.

get_fundamentals_data: Extracts comprehensive financial fundamentals for a company across selected time periods and specific metrics. This function delivers detailed financial information and values spanning Income Statements, Balance Sheets, Cash Flow Statements, and additional financial metrics, allowing for thorough financial analysis and trend evaluation.

search_documents (beta): Searches financial filings, transcripts and company presentations using keyword matching to extract qualitative insights across selected time periods. This function delivers contextual information spanning management commentary, forward guidance, risk factors, strategic initiatives, and other disclosures from 10-K, 10-Q, and 8-K filings, earnings transcripts and company presentations, allowing for comprehensive qualitative analysis alongside numerical fundamentals.