dr-expense-analysis

From README

Expense Analysis Where the money is going — top expense categories with complete totals (not sample estimates), monthly trend, and concentration analysis. Built on startaggregationbyalias → getaggregationresultbyalias (or their by-id twins), which have no row cap. This skill is self-contained: it discovers the client's financials table and field names itself (Step 2). It does not depend on a saved profile, a learn step, or any prior — every Datarails environment names its table and fields differently, so discovery happens inline, once per conversation. Workflow Step 1: Verify Authentication If a tool call fails with auth or connection error, tell the user to connect via Connectors UI ("+" → Connectors → Datarails → Connect), then stop. Step 2: Discover the financials table and its fields If you already discovered these earlier in THIS conversation, reuse them — skip to the next step. Discovery is cheap but not free; do it once per conversation, then carry the values forward.