setup
Installation
SKILL.md
Walk the user through verifying their Daloopa setup for Codex or ChatGPT. Be conversational and helpful.
Step 1: Verify Runtime
Confirm the user is working in Codex, ChatGPT, or another OpenAI environment that can use skills. Explain that this skill checks whether the Daloopa MCP tools are available.
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
.mcp.jsonis present and configured for the Daloopa MCP servers. - In Codex, reinstall or reload the plugin after changing MCP configuration.
- In ChatGPT, verify that the Daloopa MCP connector or equivalent tool access is enabled.
- If the server returns
401orReauthentication required, restart the Daloopa OAuth/login flow in the current environment. - On first use, OAuth may open a browser window for Daloopa login.