Daloopa

Daloopa is an AI-powered fundamental financial data platform for institutional investors, providing analyst-verified, source-linked financial data extracted from SEC filings, earnings transcripts, investor presentations and press releases. Coverage spans 6,000+ global public companies with roughly 14 years of history, and every datapoint is hyperlinked back to the exact location in the original source document for auditability. The company sells to hedge funds, mutual funds, investment banks, equity research and private equity teams, and delivers the same dataset across a REST API, a hosted remote MCP server, an Excel add-in, prebuilt Data Sheets, the Scout AI modeling agent, and native cloud-warehouse shares via Snowflake, Databricks and AWS S3.

Daloopa publishes 2 APIs on the APIs.io network: API v3 and MCP Server. Tagged areas include financial-data, fundamental-data, market-data, investment-research, and equity-research.

The Daloopa catalog on APIs.io includes 1 event-driven AsyncAPI specification.

Daloopa’s developer surface includes documentation, API reference, getting-started guide, support, engineering blog, signup flow, and 20 more developer resources.

50.4/100 developing ▬ flat Agent 40/100 agent ready Full breakdown ↓
scored 2026-08-17 · rubric v0.11.0
2 APIs 2 MCP Servers
financial-datafundamental-datamarket-datainvestment-researchequity-researchsec-filingsearningsfintechmcpagent-nativeagent-skillswebhooksdata-warehouse

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-08-17 · rubric v0.11.0
Composite quality — 50.4/100 · developing
Contract Quality 13.6 / 21
Developer Ergonomics 8.1 / 17
Commercial Clarity 7.2 / 17
Operational Transparency 5.5 / 11
Governance 2.1 / 10
Discoverability 6.5 / 9
Regulatory Posture 7.5 / 15
Agent readiness — 40/100 · agent ready
Machine-Readable Contract 18 / 18
Agentic Access Contract 0 / 10
MCP Server 0 / 12
Machine-Readable Auth 0 / 10
Idempotency 0 / 9
Stable Error Semantics 8 / 8
Request/Response Examples 7 / 7
Rate-Limit Signaling 7 / 7
Typed Event Surface 6 / 6
Agent Skills 5 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
Regulatory Posture applies to this provider. Its tags matched the Securities & Market Data regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.
The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/daloopa: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 2

Individual APIs this provider publishes, each with its own machine-readable definition.

Daloopa API v3

REST API over Daloopa's fundamental dataset — company discovery, fundamental series and values, calendar/fiscal period handling, taxonomy metrics and industry templates, SEC doc...

Daloopa MCP Server

Hosted remote MCP server (Streamable HTTP) exposing nine tools over the same fundamental dataset — discover_companies, discover_company_series, discover_company_documents, get_c...

Open Collections 2

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

Daloopa API

OPEN COLLECTION

Daloopa MCP Service

OPEN COLLECTION

MCP Servers 2

Model Context Protocol servers that expose these APIs to AI agents.

daloopa-mcp.yml

MCP SERVER

mcp

MCP SERVER

Pricing Plans 1

Published pricing tiers and plan structures.

Daloopa Plans Pricing

0 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Daloopa Rate Limits

1 limits

RATE LIMITS

Event Specifications 1

AsyncAPI definitions for this provider's event-driven and streaming APIs.

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Daloopa Authentication

http/oauth2/apiKey · 4 schemes

SECURITY

Daloopa Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Daloopa Trust Center

trust center published

SECURITY

Resources

Get Started 3

Portal, sign-up, and the first successful call

Documentation 2

Reference material describing how the API behaves

Agent Surfaces 3

MCP servers, agent skills, and machine-readable catalogs

Design & Contract 3

Pagination, idempotency, versioning, errors, and events

Build 2

SDKs, sample code, and the tooling you integrate with

Access & Security 3

Authentication, authorization, and security posture

Operate 4

Status, limits, changes, and where to get help

Commercial 3

Pricing, plans, and the legal terms of use

Company 3

The organization behind the API

Source (apis.yml)

apis.yml Raw ↑
aid: daloopa
name: Daloopa
description: Daloopa is an AI-powered fundamental financial data platform for institutional investors, providing analyst-verified,
  source-linked financial data extracted from SEC filings, earnings transcripts, investor presentations and press releases.
  Coverage spans 6,000+ global public companies with roughly 14 years of history, and every datapoint is hyperlinked back
  to the exact location in the original source document for auditability. The company sells to hedge funds, mutual funds,
  investment banks, equity research and private equity teams, and delivers the same dataset across a REST API, a hosted remote
  MCP server, an Excel add-in, prebuilt Data Sheets, the Scout AI modeling agent, and native cloud-warehouse shares via Snowflake,
  Databricks and AWS S3.
url: https://raw.githubusercontent.com/api-evangelist/daloopa/refs/heads/main/apis.yml
image: https://avatars.githubusercontent.com/u/42851514?v=4
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.21'
created: '2026-08-11'
modified: '2026-08-11'
tags:
- financial-data
- fundamental-data
- market-data
- investment-research
- equity-research
- sec-filings
- earnings
- fintech
- mcp
- agent-native
- agent-skills
- webhooks
- data-warehouse
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
apis:
- name: Daloopa API v3
  description: REST API over Daloopa's fundamental dataset — company discovery, fundamental series and values, calendar/fiscal
    period handling, taxonomy metrics and industry templates, SEC document lookup, document content retrieval and keyword
    search, daily OHLCV stock prices, Excel model downloads, Parquet/CSV bulk export, consumption metering, data-warehouse
    subscription management, and a self-service webhook surface. 41 operations across 16 tags. Authenticated with HTTP Basic
    using base64(email:api_key).
  humanURL: https://docs.daloopa.com/docs/overview
  baseURL: https://app.daloopa.com/api/v3
  tags:
  - financial-data
  - fundamental-data
  - market-data
  - investment-research
  - sec-filings
  - earnings
  - webhooks
  properties:
  - type: OpenAPI
    url: openapi/daloopa-api-openapi.yml
  - type: Documentation
    url: https://docs.daloopa.com/docs/overview
  - type: APIReference
    url: https://docs.daloopa.com/reference/companies_list_v3
  - type: GettingStarted
    url: https://docs.daloopa.com/docs/api-authentication
  - type: Authentication
    url: authentication/daloopa-authentication.yml
  - type: Conventions
    url: conventions/daloopa-conventions.yml
  - type: RateLimits
    url: rate-limits/daloopa-rate-limits.yml
  - type: ErrorCatalog
    url: errors/daloopa-problem-types.yml
  - type: DataModel
    url: data-model/daloopa-data-model.yml
  - type: Overlay
    url: overlays/daloopa-api-security-overlay.yaml
  - type: Webhooks
    url: asyncapi/daloopa-webhooks.yml
  - type: Sandbox
    url: sandbox/daloopa-sandbox.yml
  - type: ChangeLog
    url: changelog/daloopa-changelog.yml
  - type: ChangeLog
    url: https://docs.daloopa.com/docs/daloopa-api-v3-release-notes-migration-guide
- name: Daloopa MCP Server
  description: Hosted remote MCP server (Streamable HTTP) exposing nine tools over the same fundamental dataset — discover_companies,
    discover_company_series, discover_company_documents, get_company_fundamentals, get_document_content, search_documents,
    get_stock_prices, list_skills and get_skill. Every returned datapoint carries its source location. Authenticated via MCP
    OAuth 2.1 with dynamic client registration and PKCE, via a 24-hour bearer token minted from an API key, or via an X-API-KEY
    header.
  humanURL: https://docs.daloopa.com/docs/daloopa-mcp
  baseURL: https://mcp.daloopa.com/server/mcp
  tags:
  - mcp
  - agent-native
  - financial-data
  - fundamental-data
  - investment-research
  properties:
  - type: MCPServer
    url: mcp/daloopa-mcp.yml
  - type: MCPServer
    url: https://mcp.daloopa.com/server/mcp
  - type: ToolCrosswalk
    url: mcp/daloopa-tool-crosswalk.yml
  - type: Documentation
    url: https://docs.daloopa.com/docs/daloopa-mcp
  - type: Authentication
    url: https://docs.daloopa.com/docs/mcp-authentication
  - type: WellKnown
    url: well-known/daloopa-well-known.yml
  - type: OpenAPI
    url: openapi/daloopa-mcp-service-openapi.json
  - type: APIReference
    url: https://mcp.daloopa.com/redoc
common:
- type: Website
  url: https://daloopa.com/
- type: DeveloperPortal
  url: https://docs.daloopa.com/docs/overview
- type: Documentation
  url: https://docs.daloopa.com/docs/overview
- type: APIReference
  url: https://docs.daloopa.com/reference/companies_list_v3
- type: GettingStarted
  url: https://docs.daloopa.com/docs/api-authentication
- type: Support
  url: https://docs.daloopa.com/docs/contact-us
- type: Blog
  url: https://daloopa.com/blog
- type: BlogRSS
  url: https://daloopa.com/blog/feed
- type: GitHubOrganization
  url: https://github.com/daloopa
- type: SignUp
  url: https://daloopa.com/demo
- type: TermsOfService
  url: https://daloopa.com/terms-of-use
- type: PrivacyPolicy
  url: https://daloopa.com/privacy-policy
- type: StatusPage
  url: https://status.daloopa.com/
- type: Deprecation
  url: lifecycle/daloopa-lifecycle.yml
- type: Lifecycle
  url: lifecycle/daloopa-lifecycle.yml
- type: LLMSTxt
  url: llms/daloopa-llms.txt
- type: LLMSTxt
  url: https://docs.daloopa.com/llms.txt
- type: AgentSkill
  url: skills/_index.yml
- type: Packages
  url: packages/daloopa-packages.yml
- type: Conformance
  url: conformance/daloopa-conformance.yml
- type: DomainSecurity
  url: security/daloopa-domain-security.yml
- type: TrustCenter
  url: security/daloopa-trust-center.yml
- type: TrustCenter
  url: https://trust.daloopa.com/
- type: Plans
  url: plans/daloopa-plans-pricing.yml
- type: RateLimits
  url: rate-limits/daloopa-rate-limits.yml
- type: Components
  url: components/daloopa-components.yml
x-enrichment:
  date: '2026-08-11'
  status: enriched
  artifacts_added: 50
  pass: local-v1