Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows

Yahoo Finance · 2026-06-25

Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows PR Newswire Thu, June 25, 2026 at 10:00 AM EDT 2 min read MSFT Enables investment firms to use LLMs with high-quality, AI-ready data for accurate analysis NEW YORK, June 25, 2026 /PRNewswire/ -- Daloopa , the essential data infrastructure for AI and agentic workflows in financial services, today announced a new Model Context Protocol (MCP) connector with Microsoft 365 Copilot. The integration will significantly enhance investors' financial workflows by delivering structured, source-linked data, allowing Copilot users to move faster and focus on more meaningful work. It also enables Copilot users to create content in Microsoft Word, Excel, and PowerPoint using Daloopa data. This marks the latest milestone following Daloopa's recently announced connector with OpenAI's ChatGPT and its partnership with Anthropic's Claude for Financial Services . The demand for AI-ready data is rapidly growing in financial services. Accuracy and trust are paramount, making access to high-quality data more critical as investment firms build AI-powered workflows. Daloopa addresses this challenge by delivering accurate and comprehensive data infrastructure that powers financial agents and is trusted by some of the leading global AI companies. The platform covers 5,500+ public companies globally, with each datapoint hyperlinked to its original source for auditability. "Our focus is simple: fuel AI and agentic workflows with best-in-class financial data. We develop solutions that address our customers' most pressing needs. Using Microsoft 365 Copilot brings this data directly into the tools investors already rely on, so AI outputs are grounded in accurate, source-linked financials rather than web-scraped information," said Thomas Li, CEO of Daloopa. "As customers move more of their most business-critical workflows into Microsoft 365 Copilot, connecting it to the right data source becomes essential. The Daloopa integration helps extend Copilot into financial workflows by linking it to a system that analysts trust," said Chantrelle Nielsen, principal product manager for Microsoft 365 Copilot at Microsoft. Daloopa's MCP is LLM-agnostic and supports Anthropic's Claude, OpenAI's ChatGPT, and other AI platforms using the MCP standard. It also drives analytical AI workflows, from hedge funds detecting quarterly inflections and modeling scenarios to equity researchers generating reports. Daloopa is the financial data layer powering the finance ecosystem with the most accurate and comprehensive data. Its proprietary platform sources, structures, and distributes this historical financial dataset covering over 5,500 public companies globally. Analysts at the world's top investment firms trust Daloopa's workflow solutions to save valuable time and accelerate their decision making. Daloopa also provides the critical AI data infrastructure that underpins the best financial agents and is trusted by the world's most preeminent AI companies. For more information or to request a demo, visit daloopa.com . Christina Scott Vice President of Marketing marketing@daloopa.com View original content to download multimedia: https://www.prnewswire.com/news-releases/daloopa-expands-financial-data-access-with-new-mcp-connector-for-microsoft-365-copilot-integration-bringing-trusted-financial-data-directly-into-ai-workflows-302810793.html

AI 시장 분석

Daloopa announced a Model Context Protocol (MCP) connector for Microsoft 365 Copilot, enabling Copilot to directly utilize Daloopa's source-linked, structured financial data. The move reflects expanding AI usage in the investment industry and rising demand for accurate, AI-ready data. By extending integrations with LLMs such as ChatGPT and Claude, analysts' analysis speed and output trustworthiness improve, and Microsoft 365 Copilot's utility for financial workflows is strengthened. In the near term this will increase workflow efficiency and report automation; in the long term it is likely to intensify competition in financial data infrastructure.

상승 영향

Financial data infrastructure — Daloopa's MCP connection brings source-linked, high-quality financial data into Copilot, significantly improving data reliability and auditability.
Productivity software (Microsoft 365 Cop — Integration with Daloopa strengthens Copilot's automation for investment reporting, modeling, and presentations, driving higher adoption and usage among financial customers.
AI platforms and LLM ecosystem — LLMs such as ChatGPT and Claude gaining access to verified financial data raises output accuracy and the applicability of enterprise AI, increasing enterprise demand.
Investment management & analysts — Hedge funds and analysts can use structured, source-linked data to speed up quarterly analysis and scenario modeling, improving decision efficiency and research productivity.

하락 영향

Data brokers & web-scraping firms — Providing source links and auditable structured data reduces demand for low-cost, web-scraping–based data services, likely shrinking revenues and business for those firms.
Traditional financial data providers — Daloopa's MCP expansion and LLM integrations will spur feature and price competition, putting negative pressure on incumbent vendors' market share and contract renewals.
Small financial data startups — Improved access to integrated, high-quality data raises entry barriers, so small providers may be squeezed out of competition and face constraints on business growth.

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