Connect Daloopa to Cowork
Access AI-extracted financial data from SEC filings, earnings reports, and company disclosures.
What Cowork can do with Daloopa
✓Query structured financial data from filings
✓Access historical KPI and metric trends
✓Pull company fundamentals and estimates
✓Compare financial metrics across peers
How to connect
1
Open Cowork settings
Navigate to Settings → Connectors in Claude Desktop or claude.ai.
2
Find Daloopa
Available through the Financial Analysis Core plugin in Cowork.
3
Authorize access
Review the requested permissions and approve the connection.
4
Start using it
Ask Claude to work with your Daloopa data in any conversation.
Default permissions
- • Read financial data
- • View company filings data
- • Access extracted metrics
Frequently asked questions
What you need to know about connecting Daloopa to Claude Cowork.
- What can Claude Cowork do with Daloopa?
- Once connected, Claude can access AI-extracted financial data from SEC filings, earnings reports, and company disclosures, then turn the results into summaries, reports, and finished work.
- Is the Daloopa connector free in Claude Cowork?
- The connector is included with Cowork, which comes with Claude's paid plans (Pro, Max, Team, and Enterprise). You connect your own Daloopa account, and standard Daloopa pricing still applies.
- What permissions does Claude need for Daloopa?
- You authorize access through Daloopa's standard connection flow and choose what Claude can read and write. You can revoke access at any time from your Daloopa settings.
- How do I connect Daloopa to Claude Cowork?
- Open Claude Settings, go to Connectors, find Daloopa, authorize the connection, and start using Daloopa in any Cowork conversation.
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