setup
GitHub引导用户验证Daloopa MCP连接状态，检查财务数据与知识库服务器连通性，排查配置及认证问题，并介绍可用的金融分析技能示例。
Trigger Scenarios
Install
npx skills add openai/plugins --skill setup -g -y
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.jsonis 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
401orReauthentication 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
