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.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:

Installs
2
GitHub Stars
8
First Seen
May 11, 2026
setup — daloopa/daloopa-plugin-claude