What can AI agents do with Daloopa through Ferentin?

Through Ferentin, agents can use Daloopa for search companies, get fundamentals, get financial line items, query historical data and get source references. Every call is checked against your Ferentin policies first.

How is Daloopa access secured?

Requests through the Daloopa integration are covered by OAuth 2.0 consent, granular scope selection and audit logging. These controls are applied by Ferentin, not by Daloopa, so they hold across every connected agent.

How do I connect Daloopa to Ferentin?

Open the Ferentin admin console, add Daloopa as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.

Is the Daloopa integration generally available?

Yes. The Daloopa integration is generally available on Ferentin, including the free tier.

Daloopa

Generally Available

After OAuth2 authorization, an agent can retrieve extracted fundamentals, historical financials, and line-item data traced back to source filings.

Financial Data
Fundamentals
Filings

Configure Daloopa

Authentication: OAuth 2.0
Hosting: Vendor-hosted endpoint

How it works

Every agent request passes through Ferentin policy before it reaches Daloopa.

AI agentAsks for something
Ferentin policies
- OAuth 2.0 consent
- Granular scope selection
- Audit logging
Daloopa MCP serverAuthorized connection
Governed resultMasked, logged, returned

What you can do with Daloopa

Search companies
Get fundamentals
Get financial line items
Query historical data
Get source references

Before you connect

Daloopa requires a subscription / entitlement — connecting needs valid Daloopa credentials.
User mode authorizes via OAuth; Dynamic Client Registration (DCR) auto-registers Ferentin as a client, so no client ID/secret is entered manually (credential inheritance: ALLOW_INHERIT).
Agent mode uses a tenant-bound Bearer token.
Listed in Anthropic's financial-services MCP directory: https://github.com/anthropics/financial-services

About Daloopa

Daloopa extracts structured financial data and fundamentals from company filings, presentations, and disclosures, providing granular, source-linked datasets.

Website Developer docs

Frequently asked about Daloopa

What can AI agents do with Daloopa through Ferentin?: Through Ferentin, agents can use Daloopa for search companies, get fundamentals, get financial line items, query historical data and get source references. Every call is checked against your Ferentin policies first.
How is Daloopa access secured?: Requests through the Daloopa integration are covered by OAuth 2.0 consent, granular scope selection and audit logging. These controls are applied by Ferentin, not by Daloopa, so they hold across every connected agent.
How do I connect Daloopa to Ferentin?: Open the Ferentin admin console, add Daloopa as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
Is the Daloopa integration generally available?: Yes. The Daloopa integration is generally available on Ferentin, including the free tier.

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