datarails-marketplace

Datarails Finance OS Plugin for Claude

Analyze financial data, detect anomalies, and generate insights directly from Claude.

Install

Cowork (Claude Desktop)

Option 1: Upload ZIP (Recommended)

1. Download the plugin ZIP from the latest release
2. Open Claude Desktop → Cowork → Browse plugins → Personal tab
3. Click + → Upload plugin
4. Select the downloaded ZIP
5. Install the Datarails FinanceOS plugin

Option 2: Add from GitHub

1. Open Claude Desktop → Browse plugins → Personal tab
2. Click + → Add marketplace from GitHub
3. Enter: Datarails/dr-claude-code-plugins-re
4. Install the Datarails FinanceOS plugin

Note: Option 2 may fail on some machines due to a known SSH issue in Claude Desktop. If installation fails, use Option 1 (ZIP upload) instead.

Claude Code (Terminal)

Option A: Install from GitHub (Recommended)

Open Claude Code in any project and run:

/plugin marketplace add https://github.com/Datarails/dr-claude-code-plugins-re.git
/plugin install Datarails-FinanceOS@datarails-marketplace

Important: Use the full HTTPS URL (not Datarails/dr-claude-code-plugins-re). The shorthand format triggers SSH cloning which may fail without SSH keys configured.

This installs the plugin globally — skills are available from any project.

Option B: Load from local directory (Development)

git clone https://github.com/Datarails/dr-claude-code-plugins-re.git
claude --plugin-dir ./dr-claude-code-plugins-re

This loads the plugin for the current session only — useful for development and testing.

Option C: Run from the plugin directory

git clone https://github.com/Datarails/dr-claude-code-plugins-re.git
cd dr-claude-code-plugins-re
claude

Skills are auto-discovered from the skills/ directory when running inside the repo.

Managing the plugin:

/plugin                    # View installed plugins, enable/disable
/plugin update             # Update to latest version
/plugin uninstall          # Remove the plugin

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Getting Started

Once the Datarails connector is connected, explore your data:

/dr-tables                             # List available tables
/dr-learn                              # Create client profile (first time)
/dr-intelligence --year 2025           # Generate FP&A intelligence workbook

Connecting: In Claude Desktop, click "+" > Connectors > Datarails > Connect. In Claude Code terminal, run claude mcp add --transport http datarails-mcp https://mcp.datarails.com/mcp.

New here? Follow the Getting Started Guide for a hands-on walkthrough (~15 minutes).

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Skills

Data Access & Setup

Skill	Description
/dr-learn	Discover table structure and create client profile
/dr-tables	List and explore tables
/dr-profile	Profile field statistics
/dr-query	Query and filter records
/dr-extract	Extract financial data to Excel

Financial Analysis

Skill	Description	Output
/dr-intelligence	Most powerful - FP&A intelligence workbook with auto-insights	10-sheet Excel
/dr-anomalies-report	Data quality assessment with anomaly detection	Excel report
/dr-insights	Trend analysis and executive insights	PowerPoint + Excel
/dr-reconcile	P&L vs KPI consistency validation	Excel report
/dr-dashboard	Executive KPI monitoring	Excel + PowerPoint
/dr-forecast-variance	Budget vs actual variance analysis	Excel + PowerPoint
/dr-audit	SOX compliance audit reporting	PDF + Excel
/dr-departments	Department P&L analysis	Excel + PowerPoint
/dr-get-formula	Generate Excel with DR.GET formulas	Excel workbook

/dr-intelligence (Most Powerful)

/dr-intelligence --year 2025                    # Full intelligence workbook

10 Sheets Generated:

1. Insights Dashboard - Top 5 findings with severity
2. Expense Deep Dive - Top 20 accounts, % of total
3. Variance Waterfall - What changed and why
4. Trend Analysis - 12-month trends
5. Anomaly Report - Auto-detected outliers
6. Vendor Analysis - Top vendors, concentration risk
7. SaaS Metrics - ARR, LTV, CAC, Efficiency
8. Sales Performance - Rep leaderboard
9. Cost Center P&L - Department detail
10. Raw Data - Pivot-ready for analysis

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Authentication

Authentication is handled automatically via OAuth 2.0 + PKCE when you connect the Datarails connector. A browser window opens for login — no manual steps needed.

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Troubleshooting