> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # Daloopa > How to set up the Daloopa connector, plus the actions that are available. ![Daloopa](https://stackone-logos.com/api/daloopa/filled/svg) Betav0.1.0[See changelog](https://docs.stackone.com/connectors/daloopa/changelog.md) [43 actions](#actions) · 1 auth method ## Getting Started **1. Create or Select a Project** Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md). **2. Configure the Connector** Enable the connector and create a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile). > [card] [API Key · Connector Profile](https://docs.stackone.com/connectors/daloopa/guides/connector-profile/api-key.md) > > Uses HTTP Basic authentication with your account email as the username and a Daloopa API key as the password. API keys a... **3. Link an Account** Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)). See the guide for the authentication type chosen in the Connector Profile: > [card] [API Key · Link Account](https://docs.stackone.com/connectors/daloopa/guides/link-account/api-key.md) **4. Use Actions** Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md). Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md). ## Actions 43 actions ActionDescription Check Company Model Status`daloopa_check_company_status` Check the data freshness signals for specified companies. List Companies`daloopa_companies_list_v3` Retrieve paginated list of companies covered by Daloopa, optionally filtered by keyword and/or industry Get Datapoint Consumption By Date Range`daloopa_get_datapoint_consumption` Return the user's datapoint consumption within a date window and the user's effective monthly datapoint limit. Get Series Consumption For A Company`daloopa_get_series_consumption` Return the series consumption data for the authenticated user for a given company. List Companies Accessed By The User`daloopa_list_accessed_companies` Return the companies the authenticated user has previously pulled data from. List Datapoint Access Events By Date Range`daloopa_list_datapoint_access_events` Return the individual datapoint access events for the authenticated user within a date window. Company Document Lookup`daloopa_company_document_lookup_v3` Retrieve paginated list of documents for a specific company, optionally filtered by quarter and filing type. Keyword Search`daloopa_opensearch_lightweight_search_v3` Performs keyword search across multiple documents and returns matches without positional information for faster response... Retrieve Document`daloopa_retrieve_document` Retrieve a specific document by its ID. Retrieve Document Content`daloopa_retrieve_document_content` Return the processed flat text of a supported document (10-K, 10-Q, 8-K, News Article, Others). Retrieve Document Metadata`daloopa_retrieve_document_metadata` Return structural metadata for a document, including filing type, total characters and named sections Get Company Model Download URL`daloopa_download_company_model` Generate a pre-signed URL to download the Excel model file for a specific company Get Industry Model Download URL`daloopa_download_industry_model` Generate a pre-signed URL to download the Excel model file for a specific industry model Export Company Fundamentals`daloopa_export_company_model_v3` Export file with company fundamentals metadata for a company as Parquet or CSV. Get Company Fundamental Data`daloopa_get_company_fundamentals_v3` Retrieve paginated fundamental financial data for a specific company and time periods. Get Fundamental Data Updates`daloopa_get_fundamental_updates` Retrieve updates and changes to fundamental financial data for a specific company since a given timestamp. Get Fundamental Series`daloopa_get_fundamentals_series` Look up series and company context for up to 100 fundamental IDs. Get Taxonomy Industry Template Download URL`daloopa_download_taxonomy_industry_template` Generate a pre-signed URL to download the Excel spreadsheet for a specific industry template. List Taxonomy Industries`daloopa_list_taxonomy_industries` Retrieve Ops industries (IndustryClassification) and their member companies. Retrieve Taxonomy Industry Template`daloopa_retrieve_taxonomy_industry_template_v3` Retrieve an industry template for a given IndustryClassification, including associated sectors and active template metri... Get Company Industry Model Mappings`daloopa_get_company_industry_models` Retrieve the mapping between companies and their associated industry models, including ISIN identifiers and model metada... Create Partnership User`daloopa_create_partnership_user` Create a user for the given email under the authenticated API key's partnership program. Requires a partnership-enabled... Get Company Stock Price Adjustment Factors`daloopa_get_company_adjustment_factors` Retrieve paginated corporate-action adjustment factors for a specific company, ordered by ex-date. Get Company Stock Prices`daloopa_get_company_market_data` Retrieve paginated daily OHLCV (Open, High, Low, Close, Volume) stock price data for a specific company. Get Company Series Data`daloopa_company_series_list` Retrieve financial series data for a specific company with optional filtering List Investing Skills`daloopa_list_investing_skills` Retrieve the catalog of available investing skills — reusable, model-initiated analytical workflows (earnings review, DC... Retrieve Investing Skill`daloopa_retrieve_investing_skill` Retrieve a single investing skill by its unique name, including its full prompt content, declared inputs, and required t... Get Taxonomy Fundamentals`daloopa_get_taxonomy_fundamentals` Return the paginated fundamentals of the series mapped to the given taxonomy metrics, for the given companies and period... List Taxonomy Sectors`daloopa_list_taxonomy_sectors` Retrieve Ops sectors and their associated Ops industries (IndustryClassification). Retrieve Taxonomy Metric`daloopa_retrieve_taxonomy_metric_v3` Retrieve detailed information about a specific Taxonomy Metric by its unique identifier. List Taxonomy Metrics`daloopa_list_taxonomy_metrics_v3` Retrieve a list of all available Taxonomy Metrics. Add Databricks Company Subscription`daloopa_add_databricks_company_subscription` Add a subscription to a company for the authenticated user. Add Snowflake Company Subscription`daloopa_add_snowflake_company_subscription` Add a subscription to a company for the authenticated user. Bulk Add Data Warehouse Company Subscriptions`daloopa_bulk_add_data_warehouse_company_subscription` Add subscriptions to multiple companies for the authenticated user. Create Webhook`daloopa_create_webhook` Register a new webhook for a given event type. List Webhooks`daloopa_list_webhooks` List all webhooks belonging to the authenticated user's API key. Delete Webhook`daloopa_delete_webhook` Permanently delete an existing webhook. Retrieve Webhook`daloopa_retrieve_webhook` Retrieve a single webhook by ID. Update Webhook`daloopa_update_webhook` Update an existing webhook's configuration. Get Sample Payload For Webhook`daloopa_get_webhook_sample_payload` Returns a sample payload matching the webhook's configured event type. List Webhook Delivery History`daloopa_list_webhook_deliveries` Returns delivery history in reverse chronological order. List Webhook Event Types`daloopa_list_webhook_types` Returns the available webhook event types. Test Webhook Delivery`daloopa_test_webhook_delivery` Triggers a synchronous test delivery to the webhook's configured URL using a sample payload with 'test': true. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.