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
Connect Daloopa to your workspace
Authorize Well to access your Daloopa account through the connection portal.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP servermcp.daloopa.com/server/mcp
- 02
Map your entities
Confirm the connection to allow Well to read your company and people data.
- Mappingpreconfigured by Well
- 03
Use the data
Verify that your Daloopa records are visible and correctly mapped within your workspace.
- First syncstarts as soon as connect completes
Your data is read securely and syncs 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
How does Well retrieve data from Daloopa?
Well pulls company and people records directly from Daloopa and displays them in your workspace.
Can I update my Daloopa records from within Well?
No. Well reads data from Daloopa but does not write, post, or modify any information back to your Daloopa account. All updates must be made directly in Daloopa.
How often does Well update the company and people information from Daloopa?
Well syncs in the background to ensure your company and people profiles remain up to date without manual intervention.
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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.