setup

A guided setup process for a Daloopa starter kit. Daloopa is a financial-data service, and the process covers Python package installation and signing in through OAuth or an API key.

In plain words
What is it for?
Use it when setting up the kit, installing its listed Python packages, or configuring Daloopa access.
Why use it?
It explains the initial dependencies and authentication needed before the starter kit can access data and create financial models or documents.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/daloopa/investing/setup
Any agent
npx skills add daloopa/investing --skill setup
Clone the repo
git clone --depth 1 https://github.com/daloopa/investing

Made for: Claude Code, Codex.

Per session 15 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,077 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00015 $0.01077
Opus 5 $0.00008 $0.00539
Sonnet 5 $0.00003 $0.00215
Haiku 4.5 $0.00002 $0.00108

Measured 3d ago against content hash 6d3ad4f96a64, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/setup/SKILL.md · 103 lines

How it starts

The opening of the file, as written. The whole thing — 103 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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):

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)

Read the full file on GitHub · 103 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago First seen · 103 lines · 15 tokens per session scan A 6d3ad4f96a64

Subscribe to this mod's changes

setup is a skill published in the GitHub repository daloopa/investing (486 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 15 tokens to every session and 1,077 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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