# excel-context

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

```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/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.

## Links

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

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