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Integrations

How to integrate with various MCP Hosts

Claude Code

Claude Code is Anthropic's agentic coding tool that runs in your terminal. You can connect it to the Daloopa MCP server to query financial data directly from your development workflow.

Prerequisites:

  • Claude Code installed (npm install -g @anthropic-ai/claude-code)
  • A Daloopa API key or a Bearer token (see Authentication)

Setup via CLI (recommended)

Run the following in your terminal (not inside Claude Code).

Using a Bearer token:

claude mcp add --transport http --scope user daloopa https://mcp.daloopa.com/server/mcp \
  --header "Authorization: Bearer YOUR_DALOOPA_MCP_TOKEN"

Using an API key directly:

claude mcp add --transport http --scope user daloopa https://mcp.daloopa.com/server/mcp \
  --header "X-API-KEY: YOUR_DALOOPA_API_KEY"

Tip: The --scope user flag makes Daloopa available across all your projects. Without it, the default local scope requires re-adding the server in each project directory.

Alternative: JSON configuration

Using a Bearer token:

claude mcp add-json daloopa '{
  "type": "http",
  "url": "https://mcp.daloopa.com/server/mcp",
  "headers": {
    "Authorization": "Bearer YOUR_DALOOPA_MCP_TOKEN"
  }
}'

Using an API key directly:

claude mcp add-json daloopa '{
  "type": "http",
  "url": "https://mcp.daloopa.com/server/mcp",
  "headers": {
    "X-API-KEY": "YOUR_DALOOPA_API_KEY"
  }
}'

Verify the connection:

claude mcp list

You should see daloopa listed. Inside Claude Code, type /mcp to check server status and confirm it shows as connected.

Once configured, you can ask Claude Code things like:

  • "Look up Apple's revenue for the last 4 quarters using Daloopa"
  • "Compare MSFT and GOOGL gross margins for 2024 using the Daloopa MCP"
  • "Search Daloopa documents for Tesla's latest guidance commentary"

Anthropic LLM API

To integrate the Daloopa MCP server with Anthropic LLM API, you'll need both an Anthropic API Key and a Daloopa Bearer Token. The Daloopa token can be obtained through either the OAuth authentication flow or by generating one using your existing Daloopa API key.

This integration allows Anthropic LLM to access Daloopa's financial database through the standardized MCP protocol.

Example using Python:

from anthropic import Anthropic

# Your Anthropic API Key
ANTHROPIC_API_KEY = ""
# Daloopa Generated MCP Token
DALOOPA_MCP_TOKEN = ""

client = Anthropic(api_key=ANTHROPIC_API_KEY)

response = client.beta.messages.create(
    model="claude-sonnet-4-5-20250929",
    max_tokens=2048,
    messages=[],  # Add your messages here
    mcp_servers=[
        {
            "type": "url",
            "url": "https://mcp.daloopa.com/server/mcp",
            "name": "daloopa",
            "authorization_token": DALOOPA_MCP_TOKEN,
        }
    ],
    tools=[
        {
            "type": "mcp_toolset",
            "mcp_server_name": "daloopa",
            "default_config": {
                "enabled": False,
            },
            "configs": {
                "discover_companies": {"enabled": True},
                "discover_company_series": {"enabled": True},
                "get_company_fundamentals": {"enabled": True},
                "search_documents": {"enabled": True},
            },
        }
    ],
    betas=["mcp-client-2025-11-20"],
)

print(response.content)

OpenAI LLM API

To integrate the Daloopa MCP server with OpenAI LLM API, you'll need both an OpenAI API Key and a Daloopa Bearer Token. The Daloopa token can be obtained through either the OAuth authentication flow or by generating one using your existing Daloopa API key.

This integration allows OpenAI LLM to access Daloopa's financial database through the standardized MCP protocol.

Example using Python:

from openai import OpenAI

# Your OpenAI API Key
OPEN_AI_API_KEY = ""
# Daloopa Generated MCP Token
DALOOPA_MCP_TOKEN = ""

client = OpenAI(api_key=OPEN_AI_API_KEY)

response = client.responses.create(
    model="gpt-5.2",
    input=[],
    tools=[
        {
            "type": "mcp",
            "server_label": "Daloopa",
            "server_url": "https://mcp.daloopa.com/server/mcp",
            "headers": {
                "Authorization": f"Bearer {DALOOPA_MCP_TOKEN}"
            },
            "allowed_tools": [
                "discover_companies",
                "discover_company_series",
                "get_company_fundamentals",
                "search_documents"
            ],
            "require_approval": {
                "never": {
                    "tool_names": [
                        "discover_companies",
                        "discover_company_series",
                        "get_company_fundamentals",
                        "search_documents"
                    ]
                }
            }
        }
    ],
    temperature=1,
    max_output_tokens=2048,
    top_p=1,
    store=True,
)

print(response.output_text)

Claude

Step 1: Manage Connectors

Go to https://claude.ai/settings/connectors and click on "Organization connectors" on the top right to manage your Claude Connectors.

If you are part of an organization, you may need your administrators to set up the connector before you can use it.

Step 2: Add Daloopa

Click on "Browse connectors", scroll to Daloopa's connector and click on it.

Step 3: Connect Daloopa MCP

Click Connect in MCP details view.

Step 4: Login at Daloopa

When connecting to the Daloopa MCP server, Claude will automatically redirect you to the Daloopa MCP Login Page. Simply enter your registered Daloopa email address and password on this authentication page. Upon successful login verification, you'll be redirected back to Claude with full authentication established for the Daloopa MCP connection.

Step 5: Verify Enabled Tools

Back to Claude, you can verify if all Daloopa MCP tools are correctly available.

You are ready to use Daloopa MCP with Claude!

ChatGPT

Step 1: Go to your Settings → Apps & Connectors:

Go to https://chatgpt.com/#settings

Step 2: Add Daloopa:

Click Daloopa under Browse apps.

Step 3: Login to Daloopa

ChatGPT will automatically redirect you to the Daloopa MCP Login Page. Simply enter your registered Daloopa email address and password on this authentication page.


Step 4: Add Daloopa to the Chat

Go to a new chat, click the Add icon, go to the More menu and click Daloopa

You are ready to use the Daloopa Connector with ChatGPT!

Here are some callouts that might be helpful when using the Daloopa Connector in ChatGPT:

  • GPT-5-Thinking produces more thoughtful answers than GPT-5-Instant but will take longer. Choose wisely.
  • A more comprehensive and explicit prompt is better than a vague and implicit prompt.

Feedback and Support

If you have any feedback, suggestions or questions, please contact us.


Updated 1 day ago