Datarails

Datarails/dr-claude-code-plugins-re

Plugin Claude Code

Plugin marketplace listing 1 plugin: datarails-financeos.

Datarails/dr-claude-code-plugins-re

Plugin Claude Code

Datarails Finance OS integration - analyze financial data, detect anomalies, and generate insights.

Datarails/dr-claude-code-plugins-re

Instructions file

Instructions for Datarails/dr-claude-code-plugins-re, covering claude.md, what this is, critical rules, build & release and bump version in plugin.json (single source of truth).

Datarails/dr-claude-code-plugins-re

Command

Compare actual results to budget - see where you're over or under plan using complete aggregated data.

Datarails/dr-claude-code-plugins-re

Command

Check your financial data for quality issues - missing values, anomalies, and inconsistencies.

Datarails/dr-claude-code-plugins-re

Command

Explore what data is available in your Datarails account — server-side catalog via the MCP connector; correct even while a workbook is open in Excel.

Datarails/dr-claude-code-plugins-re

Command

Test API field compatibility and performance - discover which fields work with aggregation and report the compatibility map.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Detect data anomalies and generate a comprehensive data-quality Excel WORKBOOK from Finance OS tables, computed over the table's ALL-TIME history (use the anomalies skill for a chat-only answer scoped to the latest fiscal year — the two baselines differ by design, so counts won't match). The MCP tools return baseline…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Detect data anomalies in one Datarails Finance OS table and answer IN CHAT — severity-ranked outliers, duplicates, missing/null rates, rare values — scoped to the latest complete fiscal year. Writes no file (use the anomalies-report skill for an Excel workbook; use the profile skill for unscoped whole-history…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Generate an audit-support evidence package over FinanceOS data - completeness, reconciliation, mapping-integrity, and substantive-sample checks with a PDF report and Excel evidence workbook. Not a SOX certification - access-control, change-management, and IT-general-control evidence is out of scope.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Executive KPI dashboard — a ONE-MONTH metrics snapshot for the latest closed month (not real-time; the in-progress month is excluded) — Excel dashboard + single-slide PowerPoint one-pager. For a full-fiscal-year narrative deck use insights; for a year-long analysis workbook use intelligence; for a raw data export use…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Analyze P&L and performance by department. Creates departmental reports and comparative analysis with Excel and PowerPoint outputs.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Drill down on a cell in the Datarails Excel Add-in to see underlying detail — also the skill to use when the user asks to "explain the variance", "explain this number", "what's driving this", "what's behind this cell", or break a figure into its line items. In a live Excel context (add-in agent bridge available) DR…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Top expense categories, monthly expense trends, and concentration analysis from real aggregated data. Self-contained — discovers the client's financials table and fields itself, no profile or setup step required.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Extract validated financial data from Datarails Finance OS to Excel — a RAW FULL-YEAR export — a 4-sheet workbook (P&L, Balance Sheet, KPIs including SaaS metrics where sourceable from the org's data, and validation checks); no analysis or narrative. For an analyzed workbook use intelligence; for an executive deck use…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Quick snapshot of revenue, expenses, gross profit, and margin from real aggregated totals. Self-contained — discovers the client's financials table and fields on its own, no profile or setup step required.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Analyze budget vs forecast vs actual variances. Compares multi-scenario financial data for planning and performance review.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Generate Excel workbooks with DR.GET formulas that pull live financial data from Datarails. Creates P&L templates, budget models, and variance reports with validated dimension values. Self-contained — discovers the client's financials table and fields on its own, no profile or setup step required.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Executive-ready insights with trend analysis and visualizations — a FULL-FISCAL-YEAR narrative deck — multi-slide PowerPoint presentation plus a supporting Excel data book. For a one-month KPI snapshot use dashboard; for a 10-sheet analysis workbook (no PowerPoint) use intelligence.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Comprehensive FP&A financial-analysis intelligence workbook for a FULL FISCAL YEAR — Excel, up to 10 sheets, with ranked auto-detected insights, findings and recommendations, and professional formatting; no PowerPoint. For a one-month KPI snapshot use dashboard; for an executive deck use insights. Self-contained …

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Profile Datarails Finance OS table fields — how is a field distributed? Per-field statistics over the table's whole history — ranges, approximate percentiles, null rates, cardinality interpretation, and range-outlier flags — no severity ranking, no period scope. The MCP tools return baseline aggregates…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Query Datarails Finance OS tables with filters. Fetch specific records or page through rows for investigation. The filter API supports value-list AND advanced operators — comparisons, ranges, text matching, null checks, and date ranges all work.

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Whole-period consistency WORKBOOK - run independent-source checks across Finance OS data (cross-endpoint agreement, balance-sheet identity, cross-grain roll-ups, scenario/period integrity). Validates the data pipeline and mappings, not source systems. NOT a per-metric layer comparison - that is the dev-only…

Datarails/dr-claude-code-plugins-re

Skill Claude CodeCodex

Revenue trends, growth rates, and composition from real aggregated monthly data. Self-contained — discovers the client's financials table and fields itself, no profile or setup step required.