By Datarails
Datarails Finance OS integration - analyze financial data, detect anomalies, and generate insights.
Compare actual results to budget - see where you're over or under plan using complete aggregated data
Check your financial data for quality issues - missing values, anomalies, and inconsistencies
Drill down on a Datarails DR.GET value - paste a formula or describe what you want to break down and see the underlying detail
Analyze your expenses - find top spending categories, trends, and potential issues using complete aggregated data
Explore what data is available in your Datarails account
Automated data quality monitoring — finds outliers, missing values, duplicates, and inconsistencies
SOX compliance audit and financial control testing with evidence packages
Real-time KPI monitoring and executive dashboard generation with Excel and PowerPoint outputs
Departmental P&L analysis and performance comparison with Excel and PowerPoint outputs
Comprehensive Datarails Finance OS data analysis — profiling, anomaly detection, and data quality assessment
Generate comprehensive anomaly detection report with Excel deliverables. Discovers data quality issues without requiring configuration.
Detect data anomalies in Datarails Finance OS tables. Finds outliers, missing values, duplicates, and data quality issues.
Generate SOX compliance audit reports with evidence packages. Creates professional PDF audit reports and Excel evidence workbooks.
Generate executive KPI dashboard with real-time metrics. Creates Excel dashboards and PowerPoint one-pagers.
Analyze P&L and performance by department. Creates departmental reports and comparative analysis with Excel and PowerPoint outputs.
External network access
Connects to servers outside your machine
Uses power tools
Uses Bash, Write, or Edit tools
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Verify ownership to unlock analytics, metadata editing, and a verified badge. GitHub access is read-only (username + org membership).
Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.
Analyze financial data, detect anomalies, and generate insights directly from Claude.
Datarails/dr-claude-code-plugins-reFallback: If marketplace install fails due to a known SSH issue, download the ZIP from the latest release and upload via + → Upload plugin.
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.
Managing the plugin:
/plugin # View installed plugins, enable/disable
/plugin update # Update to latest version
/plugin uninstall # Remove the plugin
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).
| 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 |
/dr-test | Test API field compatibility and update profile |
/dr-anomalies | Detect anomalies in a specific table |
/dr-drilldown | Drill down on DR.GET formula cells to see underlying detail |
| 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 |
| Command | Description |
|---|---|
/explore-tables | Browse available tables |
/financial-summary | Quick financial overview |
/revenue-trends | Revenue trends and growth |
/expense-analysis | Expense breakdown and analysis |
/budget-comparison | Actual vs budget comparison |
/data-check | Data quality checks |
/test-api | Test API field compatibility |
/drilldown | Drill down on DR.GET values |
/dr-intelligence --year 2025 # Full intelligence workbook
10 Sheets Generated:
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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