How is this different from connecting Daloopa MCP directly?

Connected directly, an agent sees every tool the server exposes and holds the credential itself. Through TrustGate you choose which tools each agent gets, and every call is logged against the agent that made it.

What if the Daloopa MCP API changes?

We track the Daloopa MCP schema, so the tool catalogue stays current. Tools you have already allowed keep working, and anything new stays denied until you enable it.

Can I give different agents different Daloopa tools?

Yes. Access is set per agent: one can get a handful of read tools, another the full set. You grant the whole MCP or single tools within it.

Where can I see what my agents did in Daloopa?

Every call is logged against the agent that made it, with the tool it used. Activity can be sent on to your own monitoring.

Do I need to run the Daloopa MCP server myself?

No. TrustGate connects to the Daloopa MCP server and sits in front of it. Your agent only talks to your TrustGate URL, never to Daloopa directly.

Connect Daloopa MCP to your AI agents, securely.

Q: Is Daloopa MCP secure?

The server itself exposes 10 tools, and some of them can write to your Daloopa account. Behind TrustGate an agent only sees the tools you allow, requests and responses are inspected, and every call is logged. Anything outside the allowlist is denied before it reaches Daloopa.

One secured endpoint for every Daloopa call your AI agents make, scoped per user, inspected, and logged.

Get started for free

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What your agents can ask once Daloopa MCP is connected.

Select the tools your AI agents can call

10 tools from the Daloopa MCP schema.

Showing 10 tools

discover_companiesreadLocates companies in the Daloopa database by ticker symbol or company name, returning the ticker, full corporate name and the unique company identifier the other tools need.
discover_company_seriesreadReturns the financial metrics and data series available for a company, filtered by keyword and calendar period, with the metric IDs needed for targeted extraction.
discover_company_documentsreadLists the documents Daloopa has indexed for a company within given calendar quarters, including 10-K, 10-Q and 8-K filings, earnings transcripts, news articles and presentations, with filing type, date, title and document ID.
get_document_contentreadReturns the full processed text of an indexed document by its ID. Large filings are divided into named sections, so a specific one such as Risk Factors or Management's Discussion and Analysis can be requested on its own.
search_documentsreadSearches filings, transcripts and company presentations by keyword across selected periods, covering management commentary, forward guidance, risk factors and strategic initiatives.
get_expert_call_transcriptsreadReturns AI-conducted expert interview transcripts sourced from Heron AI Events, featuring former employees, suppliers, customers and industry insiders interviewed after earnings releases and other market-moving events, with date, expert role, summary and full Q&A. Available on request only.
get_company_fundamentalsreadExtracts financial fundamentals for a company across selected periods and metrics, spanning income statements, balance sheets, cash flow statements and additional measures.
get_stock_pricesreadReturns daily open, high, low, close and volume stock price data for one or more companies over a date range or a set of discrete dates, for trading multiples and price performance analysis.
list_skillsreadLists the available investing skills with each one's slug, title, what it produces and the inputs it requires: earnings reviews, DCFs, comps, tearsheets and research notes.
get_skillreadReturns the full instructions for a single investing skill with the caller's inputs substituted in, ready to follow.

What Daloopa MCP exposes

Daloopa MCP groups its 10 tools into 4 categories, each with a suggested starting policy.

All 10 tools as JSON, ready to paste.

Category	Covers	Access	Suggested policy
Discovery	Locating companies by ticker or name and returning their Daloopa identifier, finding the financial metrics and data series available for a company filtered by keyword and period, and listing the documents Daloopa has indexed for a company within given quarters	Read	These three resolve the identifiers everything else needs. Cheap and safe to allow freely, and calling them first avoids wasted metered calls on guessed IDs
Documents & Research	Reading the full processed text of an indexed document by section, keyword search across filings, transcripts and presentations for management commentary, guidance, risk factors and strategic disclosures, and AI-conducted expert interview transcripts	Read	get_expert_call_transcripts returns expert network material from former employees, suppliers and customers. It is off until Daloopa enables it, and for a regulated firm it should stay behind a named approval even then
Market Data	Financial fundamentals across income statements, balance sheets, cash flow statements and additional metrics for selected periods, and daily open, high, low, close and volume stock prices for one or more companies	Read	Read-only and metered. Fundamentals and prices together are what trading multiples are built from, so a single broad call can be expensive; scope periods and metrics explicitly
Skills	Listing the structured investing workflows Daloopa provides, such as earnings reviews, DCFs, comps, tearsheets and research notes, and fetching one skill's full instructions with the caller's inputs substituted in	Read	Read-only vendor templates. What the agent loads here decides which other tools it then calls and in what order, so the skill is upstream of the data access

Connect Daloopa MCP to your AI agent

Four steps, under ten minutes.

01
Sign in to NeuralTrust
Open the NeuralTrust platform, sign in and go to Getting started, then Connect your tools.
02
Choose your agent
When asked which agent you use, pick Claude Code, Codex, Cursor, Windsurf, Copilot or your own code.
03
Connect Daloopa
Find Daloopa in the tool list and connect it.
04
Connect your agent
Follow the steps on screen to add the config to your agent, then send the test prompt.

Permissions down to the single tool

You do not allow Daloopa MCP or block it. You allow the exact tools each agent can call, one by one.

Daloopa MCP	10 TOOLS AVAILABLE
Code review agent	4 tools, read only
Issue triage bot	9 tools
Platform team assistant	all 10 tools

Tool by toolConnecting the server is not the unit of access. Each tool is granted on its own.
Default denyA tool you have not enabled is never exposed to the agent.
Approval on writesTools that change or delete things can require a human to confirm.

Is Daloopa MCP secure?

One endpoint instead of raw credentials. Every call is checked against policy and logged.

AI agentsConnect through your MCP client configuration.	NeuralTrustApply controls based on your configuration.	Daloopa MCP10 documented tools at mcp.daloopa.com/server/mcp over streamable HTTP, all read-only. Usage is metered and Daloopa publishes a separate privacy and data-collection disclosure for MCP access. get_expert_call_transcripts is off until enabled by a Daloopa contact.
Coding assistants	Connection & credentialsper user	Discovery3 tools
Internal copilots	Tool access policiesdeny by default	Documents & Research3 tools
Workflow automations	Request & response inspectioninline	Market Data2 tools
Compatible MCP clients	Activity monitoringalerts and logs	Skills2 tools