setup

Agent Skills › openai/plugins › setup

setup

GitHub

引导用户验证Daloopa MCP连接状态，确认数据与文档服务器连通性。通过调用测试接口检查配置，提供故障排查指南，并介绍可用分析技能及文件生成限制。

plugins/daloopa/skills/setup/SKILL.md openai/plugins

Trigger Scenarios

用户询问如何设置或验证Daloopa环境用户报告MCP连接失败或认证错误用户希望了解可用的金融分析技能

Install

npx skills add openai/plugins --skill setup -g -y

More Options

Non-standard path

npx skills add https://github.com/openai/plugins/tree/main/plugins/daloopa/skills/setup -g -y

Use without installing

npx skills use openai/plugins@setup

指定 Agent (Claude Code)

npx skills add openai/plugins --skill setup -a claude-code -g -y

安装 repo 全部 skill

npx skills add openai/plugins --all -g -y

预览 repo 内 skill

npx skills add openai/plugins --list

SKILL.md

Frontmatter

{
    "name": "setup",
    "description": "Verify Daloopa MCP connection and show available skills"
}

Walk the user through verifying their Daloopa setup for Codex or ChatGPT. Be conversational and helpful.

Step 1: Verify Runtime

Confirm the user is working in Codex, ChatGPT, or another OpenAI environment that can use skills. Explain that this skill checks whether the Daloopa MCP tools are available.

Step 2: Verify MCP Connection

This plugin 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)

Run a quick test by calling discover_companies with a well-known ticker like "AAPL" to confirm the data MCP server is connected and responding. Show the user the result.

If this fails:

Check that .mcp.json is present and configured for the Daloopa MCP servers.
In Codex, reinstall or reload the plugin after changing MCP configuration.
In ChatGPT, verify that the Daloopa MCP connector or equivalent tool access is enabled.
If the server returns 401 or Reauthentication required, restart the Daloopa OAuth/login flow in the current environment.
On first use, OAuth may open a browser window for Daloopa login.

Step 3: Quick Tour

Tell the user about the available analysis skills. Use natural-language examples such as:

"Create a tearsheet for AAPL."
"Review MSFT earnings and guidance."
"Build a DCF valuation for NVDA."
"Create an industry comp sheet for AAPL and peers."

Each reporting skill saves generated files to the reports/ directory when file access is available.

Step 4: Note on Enhanced Features

For file-heavy workflows such as Word research notes, Excel models, and pitch decks, use the local document, spreadsheet, or presentation generation workflow available in the current OpenAI environment. If a file cannot be generated in the current environment, provide the complete structured content and explain the limitation.

Version History

11c74d6 Current 2026-07-19 09:33

Metadata

Files: 0
Version: 11c74d6
Hash: 8d529a5c
Indexed: 2026-07-19 09:33

setup

setup

Trigger Scenarios

Install

SKILL.md

Step 1: Verify Runtime

Step 2: Verify MCP Connection

Step 3: Quick Tour

Step 4: Note on Enhanced Features

Version History

Same Skill Collection