dr-intelligence

A guide for producing a full-year financial planning and analysis workbook in Excel. It gathers data, detects notable findings, and organizes results across up to ten sheets.

In plain words
What is it for?
Use it to analyze a year's financial performance, create an Excel workbook, rank detected insights, and document findings and recommendations.
Why use it?
It turns data from Datarails Finance OS into a structured workbook with findings and recommendations. It is intended for a full fiscal year rather than a one-month dashboard or an executive presentation.

Skill for Claude CodeCodex

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

Made for: Claude Code, Codex.

Per session 83 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 8,710 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 $0.00083 $0.08710
Opus 5 $0.00042 $0.04355
Sonnet 5 $0.00017 $0.01742
Haiku 4.5 $0.00008 $0.00871

Measured 2d ago against content hash b9659bf9d4c2, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

dr-intelligence 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 2d 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.

skills/intelligence/SKILL.md · 483 lines

How it starts

The opening of the file, as written. The whole thing — 483 lines — stays where its author put it; the contents beside it link to each section on GitHub.

FP&A Intelligence Workbook

Generate a comprehensive 10-sheet FP&A intelligence workbook with auto-detected insights, recommendations, and professional Excel formatting.

This is the most powerful financial analysis skill — it answers real business questions, not just data dumps. All data is pulled via MCP tools and the workbook is built locally with openpyxl. No server-side rendering.

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 · 483 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. 2d ago First seen · 483 lines · 83 tokens per session scan A b9659bf9d4c2

Subscribe to this mod's changes

dr-intelligence is a skill published in the GitHub repository Datarails/dr-claude-code-plugins-re (3 stars, last pushed 3d ago), licensed MIT. It adds 83 tokens to every session and 8,710 once invoked, about $0.0004 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.

Related

Other skills, from other repositories

systematic-debugging

Use when encountering any bug, test failure, or unexpected behavior, before proposing fixes.

obra/superpowers · 21 tokens

brainstorming

You MUST use this before any creative work - creating features, building components, adding functionality, or modifying behavior. Explores user intent, requirements and design before implementation.

obra/superpowers · 37 tokens

chat-pet-sprite-creation

Use when creating or changing VS Code chat pet sprite art, sprite sheets, state animations, eye treatments, Stable/Insiders variants, or pet transitions under src/vs/workbench/contrib/chat/browser/widget/media/chatPet.

microsoft/vscode · 53 tokens

cpu-profile-analysis

Analyze V8/Chrome CPU profiles (.cpuprofile) and DevTools trace files (Trace-.json). Use when: profiling performance, investigating slow functions, comparing code paths, finding bottlenecks, analyzing timeToRequest, understanding call trees from sampling profiler data, analyzing layout/paint/rendering, investigating…

microsoft/vscode · 71 tokens

agent-host-chat-contributions

Build and review cross-cutting agent-host chat behavior through lifecycle contributions. Use when adding turn lifecycle side effects, prompt or context injection, restored-history transformation, protocol-action observation, or when reviewing changes that add code to AgentSideEffects or AgentService.

microsoft/vscode · 56 tokens

auto-perf-optimize

Run agent-driven VS Code performance or memory investigations. Use when asked to launch Code OSS, automate a VS Code scenario, run the Chat memory smoke runner, capture renderer heap snapshots, take workflow screenshots, compare run summaries, or drive a repeatable scenario before heap-snapshot analysis.

microsoft/vscode · 62 tokens