dr-insights

dr-insights is a skill for Claude Code, Codex from Datarails/dr-claude-code-plugins-re. It costs 60 tokens per session (7,783 once invoked), scanned A, original, MIT.

A full-fiscal-year financial insights report made as a multi-slide PowerPoint presentation with a supporting Excel data book. It includes trends, key measures, dashboards, and charts.

In plain words
What is it for?
It helps explain full-year financial performance, analyze trends, prepare meeting slides, and provide supporting data for review.
Why use it?
It turns a year of financial data into an executive presentation while keeping the detailed analysis available in Excel.

Skill for Claude CodeCodex

Part of the datarails-financeos plugin — 19 skills, 4 commands shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/datarails/dr-claude-code-plugins-re/insights
Any agent
npx skills add Datarails/dr-claude-code-plugins-re --skill insights
Clone the repo
git clone --depth 1 https://github.com/Datarails/dr-claude-code-plugins-re

Made for: Claude Code, Codex.

Or install datarails-financeos, the plugin that ships this one along with the rest of its 19 skills, 4 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for dr-insights

README.md
[![agentmods](https://agentmods.dev/badge/skills/datarails/dr-claude-code-plugins-re/insights.svg)](https://agentmods.dev/skills/datarails/dr-claude-code-plugins-re/insights)
Your own site
<a href="https://agentmods.dev/skills/datarails/dr-claude-code-plugins-re/insights"><img src="https://agentmods.dev/badge/skills/datarails/dr-claude-code-plugins-re/insights.svg" alt="Measured on agentmods" height="20"></a>
Per session 60 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 7,783 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00060 $0.07783
Opus 5 $0.00030 $0.03891
Sonnet 5 $0.00012 $0.01557
Haiku 4.5 $0.00006 $0.00778

Measured 3d ago against content hash 09399389b951, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

dr-insights scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

skills/insights/SKILL.md · 587 lines

How it starts

The opening of the file, as written. The whole thing — 587 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Insights Report

Generate executive-ready insights with trend analysis, KPI dashboards, and professional visualizations.

Creates both PowerPoint presentations (for meetings) and Excel data books (for detailed analysis).

Excel Context — Routing Preamble

Before any data pull, establish whether this skill is running in a live Excel context (Claude for Excel with the Datarails Add-In loaded) and route accordingly.

Detect — never infer from the user's wording. A sheet list containing __dr_agent means the add-in is loaded. Confirm with the agent.get_session probe, which you run by executing Office.js through the execute_office_js tool (see the Excel Context Contract in CLAUDE.md, §Transport) — it is not an MCP tool and has no MCP equivalent. A failed probe is a normal detection result, not an error: it means "no bridge here", which is the expected outcome in Claude Code. Do not surface it, do not retry it, and do not apply this skill's connection-error or Connectors-UI guidance to it — that guidance is about datarails-finance-os connector calls only. A successful probe means Excel context, on either transport. The bridge serves two add-in tracks and their session payloads differ: Flex (Office.js task pane) exposes isLoggedIn; the COM desktop add-in — the majority of live workbooks — exposes isConnected instead, and isConnected: false is not a login failure, an error, or a reason to stop or send the user anywhere. It merely means the workbook isn't connected to a Datarails file, which matters only to drilldown_* / create_dynamic_range (the bridge skill gates those itself). Only Flex's explicit isLoggedIn: false means sign-in is needed.

Route by the target of the request, not by whether a workbook is open.

  • Org / server data — which tables, models and fields exist, aggregations, raw rows, distinct values, metrics, profiling — always the datarails-finance-os MCP connector, even in Excel. The bridge cannot answer these.
  • Workbook actions — refresh, drill a cell, insert a DR function, read what a cell returns, publish, submit — always the add-in bridge. Never a native Excel recalc (calculate(), F9): it does not pull Datarails data and silently yields stale values.

Read the full file on GitHub · 587 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago First seen · 587 lines · 60 tokens per session scan A 09399389b951

Subscribe to this mod's changes

dr-insights is a skill published in the GitHub repository Datarails/dr-claude-code-plugins-re (3 stars, last pushed 4d ago), licensed MIT. It adds 60 tokens to every session and 7,783 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.