Integrations · Market dataConnect Daloopa to Well
Bring Daloopa's structured financial line items, segment data, and operating KPIs into Well, joined to the companies you model.
What Well pulls from Daloopa
Daloopa feeds financial fundamental, company, filing into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Daloopa’s access.
| From Daloopa | In Well | Relation | |
|---|---|---|---|
| Financial fundamental | Research input | Feeds | |
| Company | Investment | Resolves to | |
| Filing | Audit attachment | Preserves as |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- Daloopa → Well
What Well does with your Daloopa connection
Connect
Connect Daloopa over OAuth (MCP DCR): Well registers a client through Daloopa's OAuth Dynamic Client Registration and you approve on Daloopa's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings financial fundamental, company, and filing in from Daloopa on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Daloopa entity into research input, investment, and audit attachment, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Daloopa lands in the workspace as research input, investment, and audit attachment you can search, chart, and automate.
Questions Daloopa unlocks
Ask in plain language. Well answers from your connected Daloopa connection, resolved against the rest of your stack.
Ask anything about your Daloopa connection
Ask about your Daloopa connection…
Connect Daloopa in three steps
- 01
Authorise Daloopa via MCP
From Well's Connections panel, search for Daloopa and click Connect. Well discovers Daloopa's MCP OAuth metadata from its .well-known endpoint, registers a client via Dynamic Client Registration, and routes you through the authorize prompt on Daloopa's side. No client credentials to paste.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP servermcp.daloopa.com/server/mcp
- 02
Map your entities
Well's MCP client discovers financial fundamental, company, and filing from Daloopa that Daloopa's MCP server exposes and brings them into your workspace using the canonical mappings defined in Well's data-views layer. You can inspect the workspace data model from Settings > Data Model.
- Mappingpreconfigured by Well
- 03
Use the data
Ask questions in conversation, build records tables, or let agents act on Daloopa records. Because Daloopa ships through MCP, Well treats every entity it exposes as queryable graph state alongside the rest of your connected tools.
- First syncstarts as soon as connect completes
MCP handshake typically completes under a minute on warm connections. Resource enumeration runs immediately after; full backfill of historical Daloopa records happens in the background.
How Daloopa stays secure with Well
Well connects to Daloopa's MCP server (mcp.daloopa.com/server/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived Daloopa secret. Tokens are scoped to the financial fundamental, company, and filing Daloopa exposes and refreshed server-side. Reads only, Well cannot modify or delete Daloopa records.
- granted
Read Daloopa records
Resources the Daloopa MCP server exposes, scoped by your OAuth approval.
- granted
Resolve financial fundamental, company, and filing across your stack
Match identifiers in Daloopa against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Daloopa records
Not granted; Daloopa is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Daloopa passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Frequently asked questions about Daloopa and Well
From Well, open Connections, find Daloopa, and click Connect. Well discovers the OAuth metadata at mcp.daloopa.com/server/mcp/.well-known/oauth-authorization-server, registers a client on the fly via Dynamic Client Registration, and walks you through the authorize prompt on Daloopa's side. No client_id or client_secret to paste; the handshake takes roughly a minute.
Well brings in financial fundamental, company, and filing from Daloopa and reshapes each entity into your workspace: financial fundamental becomes research input; company becomes investment. Every record arrives with the source identifier preserved, so Daloopa stays the source of truth while Well lets you query the data alongside the rest of your stack.
Each Daloopa line item, segment record, and KPI is linked to the workspace company it covers. Ask "what's Globex's segment revenue trend per Daloopa" and Well returns the structured view alongside any earnings-call notes and projections in your CRM.
Each Daloopa financial fundamental is scored against the candidate research inputs in your workspace on identifier overlap, amount or quantity match, date proximity, and counterparty resolution. Matches above the auto-link confidence threshold flow through cleanly; below the threshold they queue for a one-click human review, with the most likely research input prefilled and the Daloopa source attached.
Well combines live Daloopa events with periodic reconciliation reads of financial fundamental, company, and filing. New rows appear within seconds when Daloopa pushes them; periodic reads catch anything a push missed. The first connect backfills history from Daloopa in the background.
Open Connections > Daloopa in Well and click Disconnect. Well calls Daloopa's token revocation endpoint and stops calling Daloopa immediately on its side; provider-side propagation to Daloopa's admin panel varies by provider. The financial fundamental, company, and filing Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
Daloopa records are stored in the region Well operates for your workspace. Specific region details and the steps to change region are available from Support. See /privacy for the current data-handling policy.
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Ready to connect Daloopa?
Connect once. Every financial fundamental, company, filing from Daloopa becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.