setup
Installation
SKILL.md
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.jsonfile 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: