Datarails FinanceOS

What you can ask

• Based on my Headcount, create a total salary expense forecast for 2025Copy

  Example path list_business_metrics→get_aggregation_result_by_alias

• Show me a breakdown of my 2025 revenue per customer
• What's my net income for 2025 vs budget and forecast?

MCP connector

Server URL

https://mcp.datarails.com/mcpCopy

Login

OAuth

Tools

Skills

21 in the Claude listing

• Datarails excel agentDatarails operations on the OPEN Excel workbook.
• Dr anomaliesDetect 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.
• Dr anomalies reportDetect 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
• Dr auditGenerate an audit-support evidence package over FinanceOS data - completeness, reconciliation, mapping-integrity, and substantive-sample checks with a PDF report and Excel evidence workbook.
• Dr dashboardExecutive 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.
• Dr departmentsAnalyze P&L and performance by department.
• Dr drilldownDrill 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
• Dr expense analysisTop expense categories, monthly expense trends, and concentration analysis from real aggregated data.
• Dr extractExtract 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,
• Dr financial summaryQuick snapshot of revenue, expenses, gross profit, and margin from real aggregated totals.
• Dr forecast varianceAnalyze budget vs forecast vs actual variances.
• Dr get formulaGenerate Excel workbooks with DR.GET formulas that pull live financial data from Datarails.
• Dr insightsExecutive-ready insights with trend analysis and visualizations — a FULL-FISCAL-YEAR narrative deck — multi-slide PowerPoint presentation plus a supporting Excel data book.
• Dr intelligenceComprehensive 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 formatti
• Dr profileProfile Datarails Finance OS table fields — how is a field distributed?
• Dr queryQuery Datarails Finance OS tables with filters.
• Dr reconcileWhole-period consistency WORKBOOK - run independent-source checks across Finance OS data (cross-endpoint agreement, balance-sheet identity, cross-grain roll-ups, scenario/period integrity).
• Dr revenue trendsRevenue trends, growth rates, and composition from real aggregated monthly data.
• Dr tablesList and explore Datarails Finance OS tables — discover what data is available and view one table's SCHEMA (fields, types, distinct values of a field) to understand its structure.
• Dr testTest API field compatibility and performance.
• Excel contextConnector that other Datarails finance skills delegate to for the Excel-context guard / refresh / refresh-after-insert / drill-down patterns — not a response to a direct user request.