The Daloopa Connector lets eligible users connect Perplexity to Daloopa's financial data, so they can ask questions using authorized Daloopa data.
To use this connector, you need to be a current customer of Daloopa Core or Daloopa Premium.
What you need before you start
A Perplexity account with access to Connectors.
Access to a Daloopa Core or Daloopa Premium plan.
Your Daloopa Login. This is the work email address used to subscribe to Daloopa Core or Daloopa Premium.
If you are not yet a Daloopa Core or Daloopa Premium customer, email MCP@daloopa.com to ask about being vetted for a trial or quote.
How to activate it
Open Perplexity.
Go to Settings. You can find Settings under your organization icon in the bottom-left corner of the Perplexity web app.
Open the Connectors settings page.
Search for Daloopa.
Click the Daloopa connector tile.
Click Add or Enable.
Sign in with your Daloopa credentials.
After the Daloopa login finishes, return to Perplexity.
Confirm that the Daloopa connector shows as connected.
Trying it out
Once Daloopa is connected, start a new query in Perplexity and use Daloopa as a source.
You can do this in either of these ways:
Type
@Daloopain your query.Click the + icon in the search box, open Connectors and sources, and select Daloopa.
Example questions:
Using Daloopa, show me the companies covered for Microsoft.Using Daloopa, find available revenue-related metrics for Apple.Using Daloopa, pull quarterly fundamentals for Nvidia revenue.
The exact results depend on your Daloopa access and the companies, metrics, and time periods available in Daloopa.
What Daloopa can help with
Daloopa can help with workflows such as discovering covered companies, finding available company metrics, and fetching fundamentals data.
Troubleshooting
I do not see the Daloopa connector
Check that you are on the correct Perplexity account and organization. If you are in an Enterprise organization, your Perplexity admin may also need to enable the connector for your organization.
The Daloopa connector does not authenticate
Confirm that you are using the work email address associated with your Daloopa Core or Daloopa Premium subscription. If your organization manages Daloopa access centrally, ask your admin or Daloopa contact to confirm that your login is active.
I do not have Daloopa login details
Use the work email address tied to your Daloopa Core or Daloopa Premium subscription. If you are not yet a Daloopa Core or Daloopa Premium customer, email MCP@daloopa.com to ask about being vetted for a trial or quote.
I can connect, but I do not get the data I expected
Check that Daloopa covers the company, metric, and time period you asked about. You can start by asking Daloopa to find covered companies or available series before asking for values.
I connected Daloopa, but answers are not using it
Start a new query and make sure Daloopa is selected as a source. You can use @Daloopa in the query or select Daloopa from Connectors and sources.