Claude Daloopa connectorWhat Claude can do in your Daloopa account.
The Claude Daloopa connector exposes 3 tools, all 3 of them read tools. 0 write tools, 0 undocumented. Below: how Claude finds a company, picks the right financial series, pulls the values, and what you need on the Daloopa side first.
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What it changes for an equity analyst
No more opening a 10-Q, hunting for the right line and pasting it into a model. You ask Claude for a company's operating income over the last few quarters, it queries Daloopa's database and answers in the chat. According to Daloopa, every value keeps a pointer to where it came from in the source document.
Turn a name into an ID. Type a ticker or a rough company name and discover_companies returns the symbol, the full legal name and the internal identifier the other two tools depend on.
See what is actually covered. Before you ask for a metric, discover_company_series lists the series Daloopa holds for that company, narrowed by keyword and calendar period. You find out straight away whether segment revenue is tracked.
Get the numbers. get_company_fundamentals brings back income statement, balance sheet, cash flow and other metric values for the periods you chose, ready for a side-by-side comparison.
What Claude will not do here: by default, the directory sheet exposes only those three reads. Daloopa's own docs describe more tools (filing search, stock prices) that are not on this sheet. Nothing fires on its own when a quarterly report lands either; background monitoring is a job for an automation tool, a different line of work you will find on the Integrations hub.
The vocabulary in one minute
Five words you will run into while connecting Daloopa.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work with it while it answers you.
- Tool
- One named action a connector opens to Claude. Claude picks the ones it needs by itself; the directory lists them by name.
- Authorization
- The service's own sign-in screen, where you hand Claude the access it will use. Granted once per person, and revocable.
- Approval
- The confirmation Claude waits for before an action that changes your account, shown in the chat at the moment it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service at all.
Connect Daloopa to Claude in three steps
- 01
Find Daloopa in your settings
In Claude's settings, open Customize, then Connectors, and look for Daloopa. On a Team or Enterprise workspace, an Owner or Primary Owner switches it on for the organization first, then each member connects on their own.
- 02
Sign in to Daloopa
Click Connect on its row. Daloopa opens its own login page, where you enter your Daloopa email and password. If the link breaks later, hit Disconnect and connect again.
- 03
Review the authorization
Read the authorization screen before you accept it. It belongs to Daloopa, not to Claude, and it decides what the access covers. You can also withdraw that access later from your Daloopa account itself.
The 3 tools, all read-only
Daloopa gives Claude 3 tools: 3 that read your account, 0 that change something in it.
All three tools look things up in Daloopa without changing anything. Names stay exactly as Claude shows them.
- 3 read
What Claude reads (3)
3 toolsThree lookups that chain together: the company, its series, then their values.
discover_companies
Looks a company up in Daloopa's database from a ticker or a name. Claude gets back the symbol, the full corporate name and the unique identifier the next steps require.
discover_company_series
Shows which financial metrics and data series a company has in Daloopa, filtered by keyword and calendar period. Each match comes with its metric ID.
get_company_fundamentals
Returns the actual figures for the metrics and periods you picked: income statement, balance sheet, cash flow statement and further metrics.
What Claude asks before it acts
By default, Claude stops and asks for your go-ahead before each action it takes on an account for you. Here, all three tools are reads.
No source describes a confirmation specific to Daloopa, and nothing on the sheet changes your account. On a Team or Enterprise workspace, owners decide whether a member can let certain actions through without being asked every time. They can also cap what a connector may do across the whole organization, keeping reads open and shutting writes, for instance, and nobody overrides that from their own account. Claude also works with your Daloopa permissions and nothing beyond them.
Which plans it is available on
None of the 819 sheets in the directory shows plan availability. That information is not published anywhere on a per-connector basis.
The general rule is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organization first. For the current state on your own account, the Daloopa sheet in the official directory is the place to check: it is the only page that displays it.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing starts by itself when a company files its results.
Only Daloopa documents this connector: neither Claude's help center nor Anthropic's developer docs have a page on it. The tool list is an observed floor, not a promise, and the directory's partner badge is not a security audit. Anthropic says so on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as described. So connect only what comes from a publisher you know.
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