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Skill

excel-context

@datarails Updated 2026-09-22

Connector 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. Centralizes Excel-context detection (is a workbook open with the add-in bridge available?) and the financial-intent → command-name routing — the command catalog itself (parameters, timeouts, wait rules) is fetched from the running add-in via agent.get_skill, never hardcoded here. Finance skills delegate here at Step 0 (guard) and for refresh/drill instead of implementing Excel-context logic inline. It ORCHESTRATES the datarails-excel-agent bridge ("the agent") — it does not replace it, and it is not the datarails-finance-os MCP connector.

Install

With your agent

Install OMGSkills skill "datarails/dr-claude-code-plugins-re:skills/excel-context" 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/excel-context ~/.claude/skills/excel-context

From README

Datarails Excel Context — Connector Skill Single source of truth for Excel-context detection and the four standard Excel-agent integration patterns (guard / refresh / refresh-after-insert / drilldown), plus the financial-intent → command-name routing. The command catalog itself — parameters, timeouts, wait rules — is not defined here: it lives in the add-in and is fetched at runtime (see below). Finance skills delegate here instead of implementing context detection inline. Four invocation modes | Mode | Call when | What it does | |------|-----------|-------------| | guard | First thing in any skill (Step 0) | Probe agent.getsession; confirm Excel context + login. Does not gate on isConnected (see Connection requirement) | | refresh | After guard confirms Excel context | Offer a Datarails data refresh before pulling.