daloopa 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:
Analysis Skills (all prefixed with /daloopa:):
/daloopa:earnings-review TICKER— Full earnings analysis with guidance tracking/daloopa:tearsheet TICKER— Quick one-page company overview/daloopa:industry TICKER1 TICKER2 ...— Cross-company comparison/daloopa:bull-bear TICKER— Bull/bear/base scenario framework/daloopa:guidance-tracker TICKER— Track management guidance accuracy/daloopa:inflection TICKER— Auto-detect metric accelerations/decelerations/daloopa:capital-allocation TICKER— Buybacks, dividends, shareholder yield/daloopa:dcf TICKER— DCF valuation with sensitivity analysis/daloopa:comps TICKER— Trading comparables with peer multiples
Each skill generates a styled HTML report saved to the reports/ directory.
Suggest they try /daloopa:tearsheet AAPL as a quick first test.
Step 4: Note on Enhanced Features
Skills generate HTML reports to the reports/ directory. For additional output formats (Word documents, Excel models, PDF reports, pitch decks), chart generation, and projection engines, see the full project repo at github.com/daloopa/investing.