{"id":8010,"plugin_id":"plugin_connector_692f6343042c8191b6617e8352444692","kind":"skill","collection_source":null,"comparison_source":null,"observed_at":"2026-09-30T22:51:46.164Z","digest":"2c4bfd5871e67bd0830c1dba5eb668cdd991294f15a9aadb4e6e585d888eaeee","against":null,"payload":{"name":"setup","description":"Verify Daloopa MCP connection and show available skills","included_files":[{"relative_path":"agents/openai.yaml","size_in_bytes":204}],"skill_md_contents":"---\nname: setup\ndescription: Verify Daloopa MCP connection and show available skills\n---\n\nWalk the user through verifying their Daloopa setup for Codex or ChatGPT. Be conversational and helpful.\n\n## Step 1: Verify Runtime\nConfirm 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.\n\n## Step 2: Verify MCP Connection\nThis plugin connects to two Daloopa MCP servers:\n- **daloopa** (`mcp.daloopa.com/server/mcp`) - Financial data (fundamentals, KPIs, SEC filings)\n- **daloopa-docs** (`docs.daloopa.com/mcp`) - Daloopa knowledgebase (API docs, how-tos, usage help)\n\nRun 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.\n\nIf this fails:\n- Check that `.mcp.json` is present and configured for the Daloopa MCP servers.\n- In Codex, reinstall or reload the plugin after changing MCP configuration.\n- In ChatGPT, verify that the Daloopa MCP connector or equivalent tool access is enabled.\n- If the server returns `401` or `Reauthentication required`, restart the Daloopa OAuth/login flow in the current environment.\n- On first use, OAuth may open a browser window for Daloopa login.\n\n## Step 3: Quick Tour\nTell the user about the available analysis skills. Use natural-language examples such as:\n- \"Create a tearsheet for AAPL.\"\n- \"Review MSFT earnings and guidance.\"\n- \"Build a DCF valuation for NVDA.\"\n- \"Create an industry comp sheet for AAPL and peers.\"\n\nEach reporting skill saves generated files to the `reports/` directory when file access is available.\n\n## Step 4: Note on Enhanced Features\nFor 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.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}