# datarails-excel-agent

> Claude/Codex skill by [@datarails](https://omgskills.com/library/datarails/index.md) · 3 stars · Updated 2026-09-22

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

```sh
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-agent
```

## From 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).

## Links

- HTML page: https://omgskills.com/library/datarails/dr-claude-code-plugins-re/skills/datarails-excel-agent/
- GitHub: https://github.com/Datarails/dr-claude-code-plugins-re
- Author: [@datarails](https://omgskills.com/library/datarails/index.md)

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