datarails-excel-agent
Datarails operations on the OPEN Excel workbook. Use this whenever — in Excel — the user wants to refresh / recalculate / update the Datarails numbers, drill down or break down a cell, add or insert a DR.GET function, create a dynamic range, evaluate or read what a DR.GET cell returns, publish to a dashboard, connect the workbook, or submit. Runs through the Datarails Excel Add-In via the hidden __dr_agent bridge sheet — this is "the agent". NOT the datarails-finance-os MCP connector — the connector answers org-data questions (list tables/models/fields, aggregations, distinct values, metrics, org users, FX) and stays correct even while a workbook is open; use THIS skill only to act on the open workbook. Trigger phrases: "refresh", "recalculate", "update the numbers", "drill into this", "what's behind this cell", "add a function", "DR.GET", "publish", "submit".
Install
With your agent
Install OMGSkills skill "datarails/dr-claude-code-plugins-re:skills/datarails-excel-agent" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/Datarails/dr-claude-code-plugins-re /tmp/dr-claude-code-plugins-re && ln -s /tmp/dr-claude-code-plugins-re/skills/datarails-excel-agent ~/.claude/skills/datarails-excel-agentFrom README
Datarails Excel Agent — bootstrap This file is a bootstrap. It teaches you the transport (how to send a request and read the response over the dragent bridge sheet) and then tells you to fetch the full, always-current operating manual from the running add-in via agent.getskill. The command catalog and rules live in the add-in (generated from its live capabilities), so they can never drift from what the add-in actually supports. Do not hardcode the catalog from memory — fetch it. "The agent" = the add-in bridge, NOT the MCP connector "The agent" / "agent bridge" / "agent refresh" / "agent commands" all mean driving the Datarails Excel Add-In through the hidden dragent sheet. Workbook operations (refresh, drill, insert DR.GET, read/evaluate cells, publish, connect, submit) go through this bridge — never native Excel (calculate()/F9/re-typing formulas return stale or #BUSY! values).
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