Investing setup

Walk the user through setting up this Daloopa starter kit step by step. 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: Install Python Dependencies

Check if required packages are installed. Offer to install them:

pip3 install -r requirements.txt

This installs: requests, beautifulsoup4, html2text, yfinance, openpyxl, python-docx, docxtpl, matplotlib, fredapi.

These are needed for market data, chart generation, Excel model building, and Word document rendering.

Step 3: Daloopa Authentication

Ask the user which authentication method they'd like to use:

Option A: OAuth (Recommended)

• The

  .mcp.json

  is already configured for OAuth
• On the next MCP tool call, a browser window will open for Daloopa login
• No additional configuration needed
• Just make sure they have a Daloopa account at daloopa.com

Option B: API Key

• Ask the user for their Daloopa API key
• Create/update

  .env

  with their key:

  DALOOPA_API_KEY=<their_key>

• Update the

  daloopa

  entry in

  .mcp.json

  to include the API key header (keep the

  daloopa-docs

  entry as-is):

{
  "mcpServers": {
    "daloopa": {
      "type": "http",
      "url": "https://mcp.daloopa.com/server/mcp",
      "headers": {
        "x-api-key": "${DALOOPA_API_KEY}"
      }
    },
    "daloopa-docs": {
      "type": "http",
      "url": "https://docs.daloopa.com/mcp"
    }
  }
}

• Tell them they'll need to restart Claude Code for the change to take effect

Step 4: Optional API Keys

Ask if they want to configure optional API keys for enhanced functionality:

FRED API Key (recommended for DCF/valuation work):

• Free at https://fred.stlouisfed.org/docs/api/api_key.html
• Used for risk-free rate in WACC calculations
• Without it, a default rate of 4.5% is used
• Add to

  .env

  :

  FRED_API_KEY=<their_key>

Step 5: Verify MCP Connection

This project 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.

Step 6: Verify Market Data

If the user has a market data MCP configured (e.g., a financial data provider with stock quote tools), test it by looking up AAPL.

If no market data MCP is available, fall back to the infra script:

python infra/market_data.py quote AAPL

This should return current price, market cap, etc.

Step 7: Create Word Template

Run:

python scripts/create_template.py

This creates the research note template at

templates/research_note.docx

.

Step 8: Quick Tour

Tell the user about the available slash commands:

Building Block Skills (markdown reports):

• /earnings TICKER

  — Full earnings analysis with guidance tracking

• /tearsheet TICKER

  — Quick one-page company overview

• /industry TICKER1 TICKER2 ...

  — Cross-company comparison

• /bull-bear TICKER

  — Bull/bear/base scenario framework

• /guidance-tracker TICKER

  — Track management guidance accuracy

• /inflection TICKER

  — Auto-detect metric accelerations/decelerations

• /capital-allocation TICKER

  — Buybacks, dividends, shareholder yield

• /dcf TICKER

  — DCF valuation with sensitivity analysis

• /comps TICKER

  — Trading comparables with peer multiples

Investment Deliverables (.docx, .xlsx, .pdf):

• /research-note TICKER

  — Professional Word research note

• /build-model TICKER

  — Multi-tab Excel financial model

• /initiate TICKER

  — Both research note + Excel model (initiating coverage)

• /update TICKER

  — Refresh existing coverage with latest data

• /ib-deck TICKER

  — Institutional-grade pitch deck (HTML → PDF)

All output is saved to the

reports/

directory.

Suggest they try

/tearsheet AAPL

as a quick first test to see everything working end-to-end.